Cevian Capital II’s UBS Group UBS Stock Holding History

Cevian Capital II’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 Q1	$1.88B	Hold	48,117,675	–	–	60.29%	1
2025 Q4	$2.23B	Hold	48,117,675	–	–	60.89%	1
2025 Q3	$1.97B	Hold	48,117,675	–	–	57.9%	1
2025 Q2	$1.63B	Buy	48,117,675 +4,330,274	+10%	+$134M	57.4%	1
2025 Q1	$1.34B	Hold	43,787,401	–	–	56.35%	1
2024 Q4	$1.33B	Hold	43,787,401	–	–	51.5%	1
2024 Q3	$1.35B	Hold	43,787,401	–	–	42.56%	1
2024 Q2	$1.29B	Hold	43,787,401	–	–	43.57%	1
2024 Q1	$1.35B	Hold	43,787,401	–	–	38.78%	2
2023 Q4	$1.35B	Buy	+43,787,401	New	+$1.15B	33.83%	2

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Cevian Capital II's UBS Position: Q1 2026 in Review

Cevian Capital II held its UBS Group (UBS) position steady in Q1 2026 at 48,117,675 shares worth $1.88B. The position accounts for 60.29% of the portfolio, ranked #1.

Cevian Capital II first reported a position in UBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.23B in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Cevian Capital II held 48,117,675 shares of UBS Group worth $1.88B as of Q1 2026.
Cevian Capital II left its UBS Group share count unchanged in Q1 2026.
UBS Group made up 60.29% of Cevian Capital II's portfolio in Q1 2026, its #1 holding.
Cevian Capital II first reported a position in UBS Group in Q4 2023 and has held it in 10 quarters since.
Cevian Capital II's UBS Group position peaked at $2.23B in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Cevian Capital II's 13F filing for Q1 2026, filed 15 May 2026.