Baker Avenue Asset Management’s UBS Group UBS Stock Holding History

Baker Avenue Asset Management’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	$26M	Buy	524,274 +14,701	+3%	+$670K	0.49%	47
2026 Q1	$19.9M	Buy	509,573 +6,273	+1%	+$268K	0.45%	58
2025 Q4	$23.3M	Buy	503,300 +4,614	+0.9%	+$186K	0.54%	47
2025 Q3	$20.4M	Sell	498,686 -11,296	-2%	-$439K	0.49%	52
2025 Q2	$17.2M	Sell	509,982 -2,501	-0.5%	-$77.4K	0.49%	53
2025 Q1	$15.7M	Sell	512,483 -4,925	-1%	-$164K	0.49%	54
2024 Q4	$15.7M	Buy	517,408 +5,243	+1%	+$166K	0.48%	50
2024 Q3	$15.8M	Buy	512,165 +3,278	+0.6%	+$98.5K	0.5%	50
2024 Q2	$15M	Sell	508,887 -3,128	-0.6%	-$93K	0.51%	47
2024 Q1	$15.7M	Buy	512,015 +19,620	+4%	+$580K	0.62%	47
2023 Q4	$15.2M	Buy	492,395 +14,450	+3%	+$380K	0.67%	37
2023 Q3	$11.8M	Buy	477,945 +5,105	+1%	+$119K	0.59%	47
2023 Q2	$9.58M	Buy	472,840 +8,076	+2%	+$162K	0.48%	53
2023 Q1	$9.92M	Buy	464,764 +299,795	+182%	+$6.25M	0.54%	52
2022 Q4	$3.08M	Buy	+164,969	New	+$2.81M	0.18%	105

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

Baker Avenue Asset Management's UBS Position: Q2 2026 in Review

Baker Avenue Asset Management increased its UBS Group (UBS) stake by 2.9% in Q2 2026, buying an estimated $670K and bringing the position to 524,274 shares worth $26M. The position accounts for 0.49% of the portfolio, ranked #47.

Baker Avenue Asset Management first reported a position in UBS in Q4 2022 and has held it in 15 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Baker Avenue Asset Management held 524,274 shares of UBS Group worth $26M as of Q2 2026.
Baker Avenue Asset Management bought 14,701 UBS Group shares in Q2 2026, an estimated $670K.
UBS Group made up 0.49% of Baker Avenue Asset Management's portfolio in Q2 2026, its #47 holding.
Baker Avenue Asset Management first reported a position in UBS Group in Q4 2022 and has held it in 15 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.