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Capula Management’s UBS Group UBS Stock Holding History

Capula 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 		$249K Buy
+5,032
New +$229K ﹤0.01% 508
2020
Q2 		– Sell
-1,822,520
Closed -$16.5M – 444
2020
Q1 		$16.5M Buy
+1,822,520
New +$21M 0.59% 41

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

Capula Management's UBS Position: Q2 2026 in Review

Capula Management opened a new position in UBS Group (UBS) in Q2 2026: 5,032 shares worth $249K. The stake represents ﹤0.01% of the portfolio and ranks #508 among its holdings. This is a return to the name: Capula Management previously reported a position in UBS as recently as Q1 2020.

Capula Management first reported a position in UBS in Q1 2020 and has held it in 2 quarters since. The position peaked at $16.5M in Q1 2020. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Capula Management held 5,032 shares of UBS Group worth $249K as of Q2 2026.
  • UBS Group was a new Capula Management position in Q2 2026.
  • UBS Group made up ﹤0.01% of Capula Management's portfolio in Q2 2026, its #508 holding.
  • Capula Management first reported a position in UBS Group in Q1 2020 and has held it in 2 quarters since.
  • Capula Management's UBS Group position peaked at $16.5M in Q1 2020.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Capula Management's 13F filing for Q2 2026, filed 14 Aug 2026.