David Shaw’s UBS Group UBS Stock Holding History

David Shaw’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	$3.98M	Sell	80,400 -43,600	-35%	-$1.99M	﹤0.01%	2604
2026 Q1	$4.84M	Buy	124,000 +44,300	+56%	+$1.9M	﹤0.01%	2202
2025 Q4	$3.69M	Buy	79,700 +43,700	+121%	+$1.77M	﹤0.01%	2564
2025 Q3	$1.48M	Hold	36,000	–	–	﹤0.01%	3195
2025 Q2	$1.22M	Hold	36,000	–	–	﹤0.01%	3100
2025 Q1	$1.1M	Sell	36,000 -60,300	-63%	-$2.01M	﹤0.01%	3027
2024 Q4	$2.92M	Hold	96,300	–	–	﹤0.01%	2417
2024 Q3	$2.98M	Hold	96,300	–	–	﹤0.01%	2382
2024 Q2	$2.84M	Hold	96,300	–	–	﹤0.01%	2310
2024 Q1	$2.96M	Buy	96,300 +36,000	+60%	+$1.06M	﹤0.01%	2316
2023 Q4	$1.86M	Hold	60,300	–	–	﹤0.01%	2723
2023 Q3	$1.49M	Buy	+60,300	New	+$1.41M	﹤0.01%	2811
2023 Q2	–	Sell	-215,600	Closed	-$4.6M	–	4564
2023 Q1	$4.6M	Sell	215,600 -258,300	-55%	-$5.39M	﹤0.01%	2002
2022 Q4	$8.85M	Buy	+473,900	New	+$8.06M	0.01%	1552

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

David Shaw's UBS Position: Q2 2026 in Review

David Shaw reduced its UBS Group (UBS) stake by 56% in Q2 2026, selling an estimated $33.4M and leaving 583,637 shares worth $28.9M. The position accounts for 0.01% of the portfolio, ranked #1058.

David Shaw first reported a position in UBS in Q2 2015 and has held it in 34 quarters since. The position peaked at $58.7M in Q4 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

David Shaw held 583,637 shares of UBS Group worth $28.9M as of Q2 2026.
David Shaw sold 734,317 UBS Group shares in Q2 2026, an estimated $33.4M.
UBS Group made up 0.01% of David Shaw's portfolio in Q2 2026, its #1058 holding.
David Shaw first reported a position in UBS Group in Q2 2015 and has held it in 34 quarters since.
David Shaw's UBS Group position peaked at $58.7M in Q4 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.