Balyasny Asset Management’s UBS Group UBS Stock Holding History

Balyasny 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 Q1	$4.84M	Buy	+123,796	New	+$5.3M	0.01%	1374
2025 Q4	–	Sell	-5,947	Closed	-$240K	–	3571
2025 Q3	$244K	Buy	+5,947	New	+$231K	﹤0.01%	2655
2025 Q1	–	Sell	-27,112	Closed	-$904K	–	3301
2024 Q4	$822K	Buy	+27,112	New	+$859K	﹤0.01%	2014
2024 Q3	–	Sell	-41,238	Closed	-$1.22M	–	3181
2024 Q2	$1.22M	Buy	+41,238	New	+$1.23M	﹤0.01%	1715
2024 Q1	–	Sell	-212,246	Closed	-$6.56M	–	3136
2023 Q4	$6.56M	Buy	+212,246	New	+$5.58M	0.01%	1026
2023 Q1	–	Sell	-1,158,986	Closed	-$21.6M	–	3179
2022 Q4	$21.6M	Sell	1,158,986 -491,910	-30%	-$8.37M	0.06%	459
2022 Q3	$24M	Buy	1,650,896 +505,812	+44%	+$8.1M	0.07%	370
2022 Q2	$18.6M	Buy	1,145,084 +1,047,324	+1,071%	+$18.4M	0.06%	449
2022 Q1	$1.91M	Sell	97,760 -744,730	-88%	-$14.1M	0.01%	1401
2021 Q4	$15.1M	Buy	+842,490	New	+$14.8M	0.05%	516
2021 Q1	–	Sell	-91,541	Closed	-$1.29M	–	2082
2020 Q4	$1.29M	Buy	+91,541	New	+$1.21M	0.01%	968
2018 Q4	–	Sell	-225,907	Closed	-$3.06M	–	1769
2018 Q3	$3.55M	Buy	225,907 +212,154	+1,543%	+$3.34M	0.02%	820
2018 Q2	$211K	Sell	13,753 -304,288	-96%	-$4.95M	﹤0.01%	1632
2018 Q1	$5.62M	Buy	318,041 +63,126	+25%	+$1.2M	0.02%	675
2017 Q4	$4.69M	Buy	+254,915	New	+$4.43M	0.01%	889

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Balyasny Asset Management's UBS Position: Q1 2026 in Review

Balyasny Asset Management opened a new position in UBS Group (UBS) in Q1 2026: 123,796 shares worth $4.84M. The stake represents 0.01% of the portfolio and ranks #1374 among its holdings. This is a return to the name: Balyasny Asset Management previously reported a position in UBS as recently as Q3 2025.

Balyasny Asset Management first reported a position in UBS in Q4 2017 and has held it in 15 quarters since. The position peaked at $24M in Q3 2022. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Balyasny Asset Management held 123,796 shares of UBS Group worth $4.84M as of Q1 2026.
UBS Group was a new Balyasny Asset Management position in Q1 2026.
UBS Group made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1374 holding.
Balyasny Asset Management first reported a position in UBS Group in Q4 2017 and has held it in 15 quarters since.
Balyasny Asset Management's UBS Group position peaked at $24M in Q3 2022.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.