Bellecapital’s UBS Group UBS Stock Holding History

Bellecapital’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	$2.53M	Sell	51,154 -4,996	-9%	-$228K	0.41%	43
2026 Q1	$2.15M	Buy	+56,150	New	+$2.4M	0.39%	46
2022 Q1	–	Sell	-16,571	Closed	-$291K	–	216
2021 Q4	$291K	Buy	16,571 +882	+6%	+$15.5K	0.08%	159
2021 Q3	$252K	Buy	15,689 +1,060	+7%	+$17.2K	0.08%	170
2021 Q2	$224K	Hold	14,629	–	–	0.07%	177
2021 Q1	$226K	Sell	14,629 -427	-3%	-$6.56K	0.07%	173
2020 Q4	$198K	Buy	15,056 +1,279	+9%	+$16.9K	0.07%	180
2020 Q3	$154K	Sell	13,777 -418	-3%	-$5.01K	0.07%	159
2020 Q2	$163K	Sell	14,195 -9,500	-40%	-$97.8K	0.08%	155
2020 Q1	$222K	Hold	23,695	–	–	0.14%	124
2019 Q4	$300K	Hold	23,695	–	–	0.15%	111
2019 Q3	$275K	Sell	23,695 -33,300	-58%	-$375K	0.17%	106
2019 Q2	$677K	Buy	56,995 +30,800	+118%	+$377K	0.42%	54
2019 Q1	$318K	Sell	26,195 -3,877	-13%	-$49.1K	0.2%	86
2018 Q4	$374K	Buy	30,072 +670	+2%	+$9.09K	0.27%	66
2018 Q3	$462K	Buy	29,402 +275	+0.9%	+$4.32K	0.3%	58
2018 Q2	$447K	Hold	29,127	–	–	0.32%	52
2018 Q1	$489K	Buy	+29,127	New	+$554K	0.46%	48

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

Bellecapital's UBS Position: Q2 2026 in Review

Bellecapital reduced its UBS Group (UBS) stake by 8.9% in Q2 2026, selling an estimated $228K and leaving 51,154 shares worth $2.53M. The position accounts for 0.41% of the portfolio, ranked #43.

Bellecapital first reported a position in UBS in Q1 2018 and has held it in 18 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Bellecapital held 51,154 shares of UBS Group worth $2.53M as of Q2 2026.
Bellecapital sold 4,996 UBS Group shares in Q2 2026, an estimated $228K.
UBS Group made up 0.41% of Bellecapital's portfolio in Q2 2026, its #43 holding.
Bellecapital first reported a position in UBS Group in Q1 2018 and has held it in 18 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.