CIM
UBS icon

Contravisory Investment Management’s UBS Group UBS Stock Holding History

Contravisory Investment 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 		$13.7M Sell
276,622
-13,924
-5% -$634K 2.42% 3
2026
Q1 		$11.4M Sell
290,546
-19,023
-6% -$814K 2.33% 6
2025
Q4 		$14.3M Sell
309,569
-14,790
-5% -$598K 2.84% 1
2025
Q3 		$13.3M Sell
324,359
-21,022
-6% -$816K 2.58% 4
2025
Q2 		$11.7M Sell
345,381
-2,479
-0.7% -$76.7K 2.3% 6
2025
Q1 		$10.7M Buy
347,860
+31,355
+10% +$1.05M 2.24% 5
2024
Q4 		$9.6M Sell
316,505
-3,037
-1% -$96.3K 2.05% 11
2024
Q3 		$9.88M Sell
319,542
-922
-0.3% -$27.7K 2.11% 10
2024
Q2 		$9.47M Sell
320,464
-9,227
-3% -$274K 2.1% 11
2024
Q1 		$10.1M Sell
329,691
-8,822
-3% -$261K 2.24% 7
2023
Q4 		$10.5M Sell
338,513
-3,495
-1% -$91.9K 2.56% 3
2023
Q3 		$8.43M Sell
342,008
-14,743
-4% -$344K 2.39% 3
2023
Q2 		$7.23M Buy
356,751
+12,632
+4% +$254K 1.91% 19
2023
Q1 		$7.34M Sell
344,119
-5,118
-1% -$107K 2.07% 11
2022
Q4 		$6.52M Buy
349,237
+8,043
+2% +$137K 1.81% 23
2022
Q3 		$4.95M Buy
341,194
+3,694
+1% +$59.1K 1.65% 32
2022
Q2 		$5.47M Buy
337,500
+8,087
+2% +$142K 1.78% 29
2022
Q1 		$6.44M Sell
329,413
-3,688
-1% -$69.8K 1.83% 22
2021
Q4 		$5.95M Buy
333,101
+5,315
+2% +$93.6K 1.61% 24
2021
Q3 		$5.22M Sell
327,786
-5,054
-2% -$81.9K 1.59% 30
2021
Q2 		$5.11M Sell
332,840
-845
-0.3% -$13.3K 1.51% 37
2021
Q1 		$5.18M Buy
+333,685
New +$5.13M 1.62% 33

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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

Contravisory Investment Management's UBS Position: Q2 2026 in Review

Contravisory Investment Management reduced its UBS Group (UBS) stake by 4.8% in Q2 2026, selling an estimated $634K and leaving 276,622 shares worth $13.7M. The position accounts for 2.42% of the portfolio, ranked #3.

Contravisory Investment Management first reported a position in UBS in Q1 2021 and has held it in 22 quarters since. The position peaked at $14.3M in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Contravisory Investment Management held 276,622 shares of UBS Group worth $13.7M as of Q2 2026.
  • Contravisory Investment Management sold 13,924 UBS Group shares in Q2 2026, an estimated $634K.
  • UBS Group made up 2.42% of Contravisory Investment Management's portfolio in Q2 2026, its #3 holding.
  • Contravisory Investment Management first reported a position in UBS Group in Q1 2021 and has held it in 22 quarters since.
  • Contravisory Investment Management's UBS Group position peaked at $14.3M in Q4 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.