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	$621K	Sell	15,900 -111,600	-88%	-$4.78M	﹤0.01%	2265
2025 Q4	$5.9M	Buy	127,500 +113,000	+779%	+$4.57M	0.01%	1310
2025 Q3	$595K	Sell	14,500 -11,200	-44%	-$435K	﹤0.01%	2320
2025 Q2	$869K	Sell	25,700 -4,700	-15%	-$145K	﹤0.01%	2090
2025 Q1	$931K	Buy	+30,400	New	+$1.01M	﹤0.01%	2024
2020 Q4	–	Sell	-300,000	Closed	-$3.35M	–	1717
2020 Q3	$3.35M	Buy	+300,000	New	+$3.6M	0.02%	709
2019 Q1	–	Sell	-350,000	Closed	-$4.33M	–	1671
2018 Q4	$4.33M	Buy	+350,000	New	+$4.75M	0.03%	537

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.