Bailard’s UBS Group UBS Stock Holding History

Bailard’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	$1.56M	Buy	31,504 +1,223	+4%	+$55.7K	0.03%	285
2026 Q1	$1.18M	Sell	30,281 -876	-3%	-$37.5K	0.03%	299
2025 Q4	$1.44M	Sell	31,157 -1,132	-4%	-$45.7K	0.03%	271
2025 Q3	$1.32M	Sell	32,289 -3,591	-10%	-$139K	0.03%	291
2025 Q2	$1.21M	Sell	35,880 -384	-1%	-$11.9K	0.03%	300
2025 Q1	$1.11M	Sell	36,264 -503	-1%	-$16.8K	0.03%	292
2024 Q4	$1.11M	Buy	36,767 +541	+1%	+$17.1K	0.03%	285
2024 Q3	$1.12M	Buy	36,226 +265	+0.7%	+$7.96K	0.03%	285
2024 Q2	$1.06M	Sell	35,961 -306	-0.8%	-$9.1K	0.03%	280
2024 Q1	$1.11M	Buy	36,267 +815	+2%	+$24.1K	0.03%	291
2023 Q4	$1.1M	Sell	35,452 -78	-0.2%	-$2.05K	0.03%	285
2023 Q3	$876K	Sell	35,530 -1,030	-3%	-$24.1K	0.03%	289
2023 Q2	$741K	Sell	36,560 -4,657	-11%	-$93.6K	0.03%	307
2023 Q1	$880K	Buy	+41,217	New	+$860K	0.03%	288

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

Bailard's UBS Position: Q2 2026 in Review

Bailard increased its UBS Group (UBS) stake by 4% in Q2 2026, buying an estimated $55.7K and bringing the position to 31,504 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #285.

Bailard first reported a position in UBS in Q1 2023 and has held it in 14 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Bailard held 31,504 shares of UBS Group worth $1.56M as of Q2 2026.
Bailard bought 1,223 UBS Group shares in Q2 2026, an estimated $55.7K.
UBS Group made up 0.03% of Bailard's portfolio in Q2 2026, its #285 holding.
Bailard first reported a position in UBS Group in Q1 2023 and has held it in 14 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.