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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 		$1.21M Hold
24,500
– – ﹤0.01% 3610
2026
Q1 		$957K Buy
+24,500
New +$1.05M ﹤0.01% 3475
2023
Q1 		– Sell
-153,500
Closed -$2.87M – 4876
2022
Q4 		$2.87M Buy
+153,500
New +$2.61M ﹤0.01% 2628

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

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.