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Chilton Investment Company’s UBS Group UBS Stock Holding History

Chilton Investment Company’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 		– Sell
-285,184
Closed -$11.1M – 317
2026
Q1 		$11.1M Buy
285,184
+38,792
+16% +$1.66M 0.26% 45
2025
Q4 		$11.4M Buy
+246,392
New +$9.96M 0.24% 47

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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

Chilton Investment Company's UBS Position: Q2 2026 in Review

Chilton Investment Company sold out of UBS Group (UBS) in Q2 2026, closing a stake of 285,184 shares — an estimated $11.1M sold.

Chilton Investment Company first reported a position in UBS in Q4 2025 and held it in 2 quarters. The position peaked at $11.4M in Q4 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Chilton Investment Company reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • Chilton Investment Company sold 285,184 UBS Group shares in Q2 2026, an estimated $11.1M.
  • Chilton Investment Company first reported a position in UBS Group in Q4 2025 and held it in 2 quarters.
  • Chilton Investment Company's UBS Group position peaked at $11.4M in Q4 2025.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Chilton Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.