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Bayforest Capital’s UBS Group UBS Stock Holding History

Bayforest Capital’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
Q3 		$42.6K Buy
886
+87
+11% +$4.57K 0.06% 540
2026
Q2 		$39.6K Sell
799
-1,704
-68% -$77.6K 0.04% 675
2026
Q1 		$97.8K Sell
2,503
-1,005
-29% -$43K 0.11% 360
2025
Q4 		$162K Buy
+3,508
New +$142K 0.12% 344
2025
Q3 		– Sell
-22,622
Closed -$765K – 927
2025
Q2 		$765K Buy
+22,622
New +$700K 0.33% 78
2025
Q1 		– Sell
-2,535
Closed -$76.9K – 902
2024
Q4 		$76.9K Buy
+2,535
New +$80.4K 0.1% 375

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Bayforest Capital's UBS Position: Q3 2026 in Review

Bayforest Capital increased its UBS Group (UBS) stake by 11% in Q3 2026, buying an estimated $4.57K and bringing the position to 886 shares worth $42.6K. The position accounts for 0.06% of the portfolio, ranked #540.

Bayforest Capital first reported a position in UBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $765K in Q2 2025. 641 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Bayforest Capital held 886 shares of UBS Group worth $42.6K as of Q3 2026.
  • Bayforest Capital bought 87 UBS Group shares in Q3 2026, an estimated $4.57K.
  • UBS Group made up 0.06% of Bayforest Capital's portfolio in Q3 2026, its #540 holding.
  • Bayforest Capital first reported a position in UBS Group in Q4 2024 and has held it in 6 quarters since.
  • Bayforest Capital's UBS Group position peaked at $765K in Q2 2025.
  • 641 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Bayforest Capital's 13F filing for Q3 2026, filed 3 Nov 2026.