BCM
UBS icon

BTC Capital Management’s UBS Group UBS Stock Holding History

BTC 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 		$3.71M Buy
74,765
+2,144
+3% +$97.7K 0.23% 95
2026
Q1 		$2.84M Buy
72,621
+15,052
+26% +$644K 0.19% 103
2025
Q4 		$2.67M Sell
57,569
-1,787
-3% -$72.2K 0.19% 103
2025
Q3 		$2.43M Buy
59,356
+13,898
+31% +$540K 0.17% 107
2025
Q2 		$1.54M Buy
45,458
+1,801
+4% +$55.7K 0.13% 118
2025
Q1 		$1.34M Buy
43,657
+3,268
+8% +$109K 0.12% 118
2024
Q4 		$1.22M Buy
40,389
+2,898
+8% +$91.9K 0.11% 123
2024
Q3 		$1.16M Buy
37,491
+2,671
+8% +$80.3K 0.1% 127
2024
Q2 		$1.03M Sell
34,820
-1,366
-4% -$40.6K 0.1% 132
2024
Q1 		$1.11M Buy
+36,186
New +$1.07M 0.1% 127
2023
Q3 		$1.06M Sell
42,871
-135
-0.3% -$3.15K 0.12% 126
2023
Q2 		$873K Sell
43,006
-1,004
-2% -$20.2K 0.09% 135
2023
Q1 		$929K Sell
44,010
-4,287
-9% -$89.4K 0.11% 128
2022
Q4 		$902K Sell
48,297
-519
-1% -$8.83K 0.11% 135
2022
Q3 		$713K Buy
48,816
+7,977
+20% +$128K 0.09% 136
2022
Q2 		$659K Buy
+40,839
New +$716K 0.08% 145
2018
Q4 		– Sell
-12,180
Closed -$193K – 185
2018
Q3 		$193K Buy
12,180
+101
+0.8% +$1.59K 0.03% 168
2018
Q2 		$187K Buy
12,079
+1,299
+12% +$21.1K 0.04% 144
2018
Q1 		$191K Buy
10,780
+213
+2% +$4.05K 0.03% 182
2017
Q4 		$193K Buy
+10,567
New +$184K 0.03% 169
2017
Q3 		– Sell
-10,567
Closed -$180K – 182
2017
Q2 		$180K Hold
10,567
– – 0.03% 174
2017
Q1 		$168K Buy
+10,567
New +$170K 0.03% 166
2016
Q4 		– Sell
-10,523
Closed -$143K – 181
2016
Q3 		$143K Buy
10,523
+47
+0.4% +$640 0.03% 167
2016
Q2 		$137K Buy
+10,476
New +$160K 0.03% 160

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

BTC Capital Management increased its UBS Group (UBS) stake by 3% in Q2 2026, buying an estimated $97.7K and bringing the position to 74,765 shares worth $3.71M. The position accounts for 0.23% of the portfolio, ranked #95.

BTC Capital Management first reported a position in UBS in Q2 2016 and has held it in 24 quarters since. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • BTC Capital Management held 74,765 shares of UBS Group worth $3.71M as of Q2 2026.
  • BTC Capital Management bought 2,144 UBS Group shares in Q2 2026, an estimated $97.7K.
  • UBS Group made up 0.23% of BTC Capital Management's portfolio in Q2 2026, its #95 holding.
  • BTC Capital Management first reported a position in UBS Group in Q2 2016 and has held it in 24 quarters since.
  • 763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.