Cape Investment Advisory’s UBS Group UBS Stock Holding History

Cape Investment Advisory’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	$63.6K	Buy	+1,284	New	+$58.5K	0.02%	435
2026 Q1	–	Sell	-971	Closed	-$45K	–	1137
2025 Q4	$45K	Buy	971 +247	+34%	+$9.98K	0.01%	439
2025 Q3	$29.7K	Buy	724 +165	+30%	+$6.41K	0.03%	278
2025 Q2	$18.9K	Buy	559 +153	+38%	+$4.73K	0.01%	521
2025 Q1	$12.4K	Sell	406 -118	-23%	-$3.94K	0.01%	564
2024 Q4	$15.9K	Hold	524	–	–	0.01%	509
2024 Q3	$16.2K	Hold	524	–	–	0.01%	491
2024 Q2	$15.5K	Hold	524	–	–	0.01%	459
2024 Q1	$16.1K	Buy	+524	New	+$15.5K	0.01%	469

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

Cape Investment Advisory's UBS Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in UBS Group (UBS) in Q2 2026: 1,284 shares worth $63.6K. The stake represents 0.02% of the portfolio and ranks #435 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in UBS as recently as Q4 2025.

Cape Investment Advisory first reported a position in UBS in Q1 2024 and has held it in 9 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Cape Investment Advisory held 1,284 shares of UBS Group worth $63.6K as of Q2 2026.
UBS Group was a new Cape Investment Advisory position in Q2 2026.
UBS Group made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #435 holding.
Cape Investment Advisory first reported a position in UBS Group in Q1 2024 and has held it in 9 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.