ASR Vermogensbeheer’s UBS Group UBS Stock Holding History

ASR Vermogensbeheer’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$119M	Buy	2,401,020 +1,083,910	+82%	+$49.4M	1.23%	15
2026 Q1	$50.4M	Buy	1,317,110 +453,568	+53%	+$19.4M	0.59%	28
2025 Q4	$40.3M	Buy	863,542 +24,349	+3%	+$984K	0.47%	37
2025 Q3	$34.3M	Buy	839,193 +45,095	+6%	+$1.75M	0.42%	47
2025 Q2	$26.8M	Buy	794,098 +3,322	+0.4%	+$103K	0.35%	64
2025 Q1	$24M	Buy	+790,776	New	+$26.4M	0.36%	61

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

ASR Vermogensbeheer's UBS Position: Q2 2026 in Review

ASR Vermogensbeheer increased its UBS Group (UBS) stake by 82% in Q2 2026, buying an estimated $49.4M and bringing the position to 2,401,020 shares worth $119M. The position accounts for 1.23% of the portfolio, ranked #15.

ASR Vermogensbeheer first reported a position in UBS in Q1 2025 and has held it in 6 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

ASR Vermogensbeheer held 2,401,020 shares of UBS Group worth $119M as of Q2 2026.
ASR Vermogensbeheer bought 1,083,910 UBS Group shares in Q2 2026, an estimated $49.4M.
UBS Group made up 1.23% of ASR Vermogensbeheer's portfolio in Q2 2026, its #15 holding.
ASR Vermogensbeheer first reported a position in UBS Group in Q1 2025 and has held it in 6 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on ASR Vermogensbeheer's 13F filing for Q2 2026, filed 20 Jul 2026.