Barometer Capital Management’s UBS Group UBS Stock Holding History

Barometer Capital 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	$1.74M	Buy	35,100 +2,300	+7%	+$105K	0.48%	48
2026 Q1	$1.25M	Buy	+32,800	New	+$1.4M	0.43%	57
2025 Q4	–	Sell	-22,789	Closed	-$934K	–	155
2025 Q3	$934K	Buy	22,789 +8,300	+57%	+$322K	0.21%	69
2025 Q2	$490K	Buy	14,489 +1,000	+7%	+$30.9K	0.14%	87
2025 Q1	$400K	Buy	13,489 +2,600	+24%	+$86.7K	0.15%	62
2024 Q4	$322K	Hold	10,889	–	–	0.13%	84
2024 Q3	$337K	Hold	10,889	–	–	0.1%	85
2024 Q2	$322K	Buy	+10,889	New	+$324K	0.12%	81

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

Barometer Capital Management's UBS Position: Q2 2026 in Review

Barometer Capital Management increased its UBS Group (UBS) stake by 7% in Q2 2026, buying an estimated $105K and bringing the position to 35,100 shares worth $1.74M. The position accounts for 0.48% of the portfolio, ranked #48.

Barometer Capital Management first reported a position in UBS in Q2 2024 and has held it in 8 quarters since. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Barometer Capital Management held 35,100 shares of UBS Group worth $1.74M as of Q2 2026.
Barometer Capital Management bought 2,300 UBS Group shares in Q2 2026, an estimated $105K.
UBS Group made up 0.48% of Barometer Capital Management's portfolio in Q2 2026, its #48 holding.
Barometer Capital Management first reported a position in UBS Group in Q2 2024 and has held it in 8 quarters since.
763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.