Border to Coast Pensions Partnership’s UBS Group UBS Stock Holding History

Border to Coast Pensions Partnership’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	$119M	Buy	2,394,800 +87,800	+4%	+$4M	1.75%	13
2026 Q1	$88.5M	Hold	2,307,000	–	–	1.49%	16
2025 Q4	$108M	Hold	2,307,000	–	–	1.88%	12
2025 Q3	$94.3M	Hold	2,307,000	–	–	1.64%	11
2025 Q2	$77.8M	Buy	2,307,000 +217,000	+10%	+$6.71M	1.43%	18
2025 Q1	$63.5M	Hold	2,090,000	–	–	1.3%	22
2024 Q4	$63.9M	Buy	2,090,000 +272,789	+15%	+$8.65M	1.25%	22
2024 Q3	$56M	Hold	1,817,211	–	–	1.14%	24
2024 Q2	$53.5M	Hold	1,817,211	–	–	1.26%	22
2024 Q1	$55.9M	Hold	1,817,211	–	–	1.25%	20
2023 Q4	$56.4M	Hold	1,817,211	–	–	1.38%	18
2023 Q3	$44.9M	Buy	1,817,211 +54,329	+3%	+$1.27M	1.19%	25
2023 Q2	$35.6M	Buy	+1,762,882	New	+$35.4M	0.89%	41
2023 Q1	–	Sell	-1,786,240	Closed	-$33.2M	–	90
2022 Q4	$33.2M	Buy	1,786,240 +59,242	+3%	+$1.01M	1.07%	36
2022 Q3	$25.4M	Hold	1,726,998	–	–	0.82%	45
2022 Q2	$27.8M	Buy	1,726,998 +194,108	+13%	+$3.4M	0.86%	45
2022 Q1	$30.2M	Hold	1,532,890	–	–	0.86%	46
2021 Q4	$27.6M	Hold	1,532,890	–	–	0.93%	40
2021 Q3	$27.5M	Hold	1,532,890	–	–	0.94%	40
2021 Q2	$23.6M	Buy	+1,532,890	New	+$24.2M	0.83%	44

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

Border to Coast Pensions Partnership's UBS Position: Q2 2026 in Review

Border to Coast Pensions Partnership increased its UBS Group (UBS) stake by 3.8% in Q2 2026, buying an estimated $4M and bringing the position to 2,394,800 shares worth $119M. The position accounts for 1.75% of the portfolio, ranked #13.

Border to Coast Pensions Partnership first reported a position in UBS in Q2 2021 and has held it in 20 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Border to Coast Pensions Partnership held 2,394,800 shares of UBS Group worth $119M as of Q2 2026.
Border to Coast Pensions Partnership bought 87,800 UBS Group shares in Q2 2026, an estimated $4M.
UBS Group made up 1.75% of Border to Coast Pensions Partnership's portfolio in Q2 2026, its #13 holding.
Border to Coast Pensions Partnership first reported a position in UBS Group in Q2 2021 and has held it in 20 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Border to Coast Pensions Partnership's 13F filing for Q2 2026, filed 27 Jul 2026.