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 Q2	$2.38B	Hold	48,117,675	–	–	64.5%	1
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 $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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Cevian Capital II's UBS Position: Q2 2026 in Review

Cevian Capital II held its UBS Group (UBS) position steady in Q2 2026 at 48,117,675 shares worth $2.38B. The position accounts for 64.5% of the portfolio, ranked #1.

Cevian Capital II first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. 764 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Cevian Capital II held 48,117,675 shares of UBS Group worth $2.38B as of Q2 2026.
Cevian Capital II left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 64.5% of Cevian Capital II's portfolio in Q2 2026, its #1 holding.
Cevian Capital II first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
764 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Cevian Capital II's 13F filing for Q2 2026, filed 14 Aug 2026.