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
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 $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
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. 681 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.
  • 681 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.