Campbell & Co Investment Adviser’s UBS Group UBS Stock Holding History

Campbell & Co Investment Adviser’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	$7.06M	Sell	142,422 -8,919	-6%	-$406K	0.37%	29
2026 Q1	$5.9M	Buy	+151,341	New	+$6.48M	0.34%	51
2025 Q4	–	Sell	-81,636	Closed	-$3.34M	–	1421
2025 Q3	$3.34M	Sell	81,636 -38,258	-32%	-$1.49M	0.25%	84
2025 Q2	$4.06M	Buy	+119,894	New	+$3.71M	0.26%	70
2024 Q3	–	Sell	-42,518	Closed	-$1.26M	–	1343
2024 Q2	$1.26M	Buy	+42,518	New	+$1.26M	0.11%	279
2023 Q1	–	Sell	-49,264	Closed	-$917K	–	1042
2022 Q4	$917K	Buy	49,264 +38,678	+365%	+$658K	0.22%	118
2022 Q3	$154K	Buy	+10,586	New	+$169K	0.04%	657
2021 Q3	–	Sell	-26,900	Closed	-$381K	–	779
2021 Q2	$381K	Sell	26,900 -4,200	-14%	-$66.3K	0.16%	235
2021 Q1	$483K	Sell	31,100 -65,400	-68%	-$1.01M	0.3%	104
2020 Q4	$1.36M	Buy	96,500 +81,800	+556%	+$1.08M	0.83%	6
2020 Q3	$164K	Buy	14,700 +2,899	+25%	+$34.8K	0.12%	324
2020 Q2	$136K	Buy	+11,801	New	+$122K	0.17%	247

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

Campbell & Co Investment Adviser's UBS Position: Q2 2026 in Review

Campbell & Co Investment Adviser reduced its UBS Group (UBS) stake by 5.9% in Q2 2026, selling an estimated $406K and leaving 142,422 shares worth $7.06M. The position accounts for 0.37% of the portfolio, ranked #29.

Campbell & Co Investment Adviser first reported a position in UBS in Q2 2020 and has held it in 12 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Campbell & Co Investment Adviser held 142,422 shares of UBS Group worth $7.06M as of Q2 2026.
Campbell & Co Investment Adviser sold 8,919 UBS Group shares in Q2 2026, an estimated $406K.
UBS Group made up 0.37% of Campbell & Co Investment Adviser's portfolio in Q2 2026, its #29 holding.
Campbell & Co Investment Adviser first reported a position in UBS Group in Q2 2020 and has held it in 12 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Campbell & Co Investment Adviser's 13F filing for Q2 2026, filed 3 Aug 2026.