Balyasny Asset Management
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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
Q2 		$2.5M Sell
50,500
-231,700
-82% -$10.6M ﹤0.01% 1705
2026
Q1 		$11M Buy
282,200
+243,600
+631% +$10.4M 0.01% 991
2025
Q4 		$1.79M Buy
38,600
+32,200
+503% +$1.3M ﹤0.01% 1921
2025
Q3 		$262K Sell
6,400
-17,900
-74% -$695K ﹤0.01% 2633
2025
Q2 		$822K Sell
24,300
-4,100
-14% -$127K ﹤0.01% 2111
2025
Q1 		$870K Buy
+28,400
New +$947K ﹤0.01% 2057

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Balyasny Asset Management's UBS Position: Q2 2026 in Review

Balyasny Asset Management sold out of UBS Group (UBS) in Q2 2026, closing a stake of 123,796 shares — an estimated $5.64M sold.

Balyasny Asset Management first reported a position in UBS in Q4 2017 and held it in 15 quarters. The position peaked at $24M in Q3 2022. 766 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Balyasny Asset Management reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 123,796 UBS Group shares in Q2 2026, an estimated $5.64M.
  • Balyasny Asset Management first reported a position in UBS Group in Q4 2017 and held it in 15 quarters.
  • Balyasny Asset Management's UBS Group position peaked at $24M in Q3 2022.
  • 766 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.