Cloverfields Capital Group’s UBS Group UBS Stock Holding History

Cloverfields Capital Group’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	$3.26M	Sell	65,735 -6,392	-9%	-$291K	0.99%	49
2026 Q1	$2.82M	Buy	72,127 +373	+0.5%	+$16K	0.91%	47
2025 Q4	$3.32M	Sell	71,754 -13,574	-16%	-$548K	1.03%	46
2025 Q3	$3.5M	Sell	85,328 -2,864	-3%	-$111K	1.1%	40
2025 Q2	$2.98M	Hold	88,192	–	–	0.89%	49
2025 Q1	$2.7M	Sell	88,192 -364	-0.4%	-$12.1K	0.89%	44
2024 Q4	$2.69M	Buy	88,556 +5,990	+7%	+$190K	0.86%	46
2024 Q3	$2.55M	Buy	82,566 +8,479	+11%	+$255K	0.82%	48
2024 Q2	$2.19M	Buy	74,087 +556	+0.8%	+$16.5K	0.74%	53
2024 Q1	$2.26M	Buy	+73,531	New	+$2.17M	0.76%	52

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

Cloverfields Capital Group's UBS Position: Q2 2026 in Review

Cloverfields Capital Group reduced its UBS Group (UBS) stake by 8.9% in Q2 2026, selling an estimated $291K and leaving 65,735 shares worth $3.26M. The position accounts for 0.99% of the portfolio, ranked #49.

Cloverfields Capital Group first reported a position in UBS in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.5M in Q3 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Cloverfields Capital Group held 65,735 shares of UBS Group worth $3.26M as of Q2 2026.
Cloverfields Capital Group sold 6,392 UBS Group shares in Q2 2026, an estimated $291K.
UBS Group made up 0.99% of Cloverfields Capital Group's portfolio in Q2 2026, its #49 holding.
Cloverfields Capital Group first reported a position in UBS Group in Q1 2024 and has held it in 10 quarters since.
Cloverfields Capital Group's UBS Group position peaked at $3.5M in Q3 2025.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Cloverfields Capital Group's 13F filing for Q2 2026, filed 13 Aug 2026.