Credit Capital Investments’s UBS Group UBS Stock Holding History

Credit Capital Investments’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	$446K	Sell	9,000 -1,000	-10%	-$45.5K	0.26%	30
2026 Q1	$391K	Sell	10,000 -5,000	-33%	-$214K	0.35%	28
2025 Q4	$695K	Sell	15,000 -15,000	-50%	-$606K	0.65%	19
2025 Q3	$1.23M	Hold	30,000	–	–	1.37%	14
2025 Q2	$1.01M	Sell	30,000 -13,000	-30%	-$402K	1.42%	13
2025 Q1	$1.32M	Hold	43,000	–	–	2.26%	12
2024 Q4	$1.3M	Sell	43,000 -3,000	-7%	-$95.1K	1.69%	14
2024 Q3	$1.42M	Sell	46,000 -4,000	-8%	-$120K	1.76%	14
2024 Q2	$1.48M	Hold	50,000	–	–	1.85%	14
2024 Q1	$1.54M	Sell	50,000 -15,000	-23%	-$443K	1.9%	17
2023 Q4	$2.01M	Hold	65,000	–	–	2.8%	14
2023 Q3	$1.6M	Sell	65,000 -10,000	-13%	-$234K	2.12%	16
2023 Q2	$1.52M	Buy	75,000 +30,000	+67%	+$603K	1.98%	17
2023 Q1	$960K	Buy	+45,000	New	+$939K	1.25%	19

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

Credit Capital Investments's UBS Position: Q2 2026 in Review

Credit Capital Investments reduced its UBS Group (UBS) stake by 10% in Q2 2026, selling an estimated $45.5K and leaving 9,000 shares worth $446K. The position accounts for 0.26% of the portfolio, ranked #30.

Credit Capital Investments first reported a position in UBS in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.01M in Q4 2023. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Credit Capital Investments held 9,000 shares of UBS Group worth $446K as of Q2 2026.
Credit Capital Investments sold 1,000 UBS Group shares in Q2 2026, an estimated $45.5K.
UBS Group made up 0.26% of Credit Capital Investments's portfolio in Q2 2026, its #30 holding.
Credit Capital Investments first reported a position in UBS Group in Q1 2023 and has held it in 14 quarters since.
Credit Capital Investments's UBS Group position peaked at $2.01M in Q4 2023.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Credit Capital Investments's 13F filing for Q2 2026, filed 14 Jul 2026.