Cheviot Value Management’s UBS Group UBS Stock Holding History

Cheviot Value 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	$241K	Sell	4,869 -250	-5%	-$11.4K	0.02%	128
2026 Q1	$200K	Hold	5,119	–	–	0.02%	128
2025 Q4	$246K	Sell	5,119 -459	-8%	-$18.5K	0.02%	122
2025 Q3	$218K	Hold	5,578	–	–	0.02%	129
2025 Q2	$221K	Hold	5,578	–	–	0.03%	111
2025 Q1	$172K	Buy	+5,578	New	+$186K	0.02%	119

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

Cheviot Value Management's UBS Position: Q2 2026 in Review

Cheviot Value Management reduced its UBS Group (UBS) stake by 4.9% in Q2 2026, selling an estimated $11.4K and leaving 4,869 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #128.

Cheviot Value Management first reported a position in UBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $246K in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Cheviot Value Management held 4,869 shares of UBS Group worth $241K as of Q2 2026.
Cheviot Value Management sold 250 UBS Group shares in Q2 2026, an estimated $11.4K.
UBS Group made up 0.02% of Cheviot Value Management's portfolio in Q2 2026, its #128 holding.
Cheviot Value Management first reported a position in UBS Group in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's UBS Group position peaked at $246K in Q4 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.