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BTG Pactual Asset Management US’s UBS Group UBS Stock Holding History

BTG Pactual Asset Management US’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 		– Sell
-6,972
Closed -$268K – 548
2026
Q1 		$268K Buy
+6,972
New +$298K 0.02% 238

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Wellington Management Group
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Fidelity Investments
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Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BTG Pactual Asset Management US's UBS Position: Q2 2026 in Review

BTG Pactual Asset Management US sold out of UBS Group (UBS) in Q2 2026, closing a stake of 6,972 shares — an estimated $268K sold.

BTG Pactual Asset Management US first reported a position in UBS in Q1 2026 and held it in 1 quarter. The position peaked at $268K in Q1 2026. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • BTG Pactual Asset Management US reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • BTG Pactual Asset Management US sold 6,972 UBS Group shares in Q2 2026, an estimated $268K.
  • BTG Pactual Asset Management US first reported a position in UBS Group in Q1 2026 and held it in 1 quarter.
  • BTG Pactual Asset Management US's UBS Group position peaked at $268K in Q1 2026.
  • 767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on BTG Pactual Asset Management US's 13F filing for Q2 2026, filed 14 Aug 2026.