DJE Kapital’s UBS Group UBS Stock Holding History

DJE Kapital’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	$49M	Buy	+983,564	New	+$44.8M	0.92%	35
2026 Q1	–	Sell	-203,050	Closed	-$9.49M	–	144
2025 Q4	$9.49M	Buy	203,050 +40,679	+25%	+$1.64M	0.26%	52
2025 Q3	$5.4M	Hold	162,371	–	–	0.13%	72
2025 Q2	$5.4M	Sell	162,371 -290,646	-64%	-$8.99M	0.13%	72
2025 Q1	$13.6M	Buy	453,017 +217,831	+93%	+$7.26M	0.4%	50
2024 Q4	$7.09M	Buy	+235,186	New	+$7.45M	0.17%	63

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

DJE Kapital's UBS Position: Q2 2026 in Review

DJE Kapital opened a new position in UBS Group (UBS) in Q2 2026: 983,564 shares worth $49M. The stake represents 0.92% of the portfolio and ranks #35 among its holdings. This is a return to the name: DJE Kapital previously reported a position in UBS as recently as Q4 2025.

DJE Kapital first reported a position in UBS in Q4 2024 and has held it in 6 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

DJE Kapital held 983,564 shares of UBS Group worth $49M as of Q2 2026.
UBS Group was a new DJE Kapital position in Q2 2026.
UBS Group made up 0.92% of DJE Kapital's portfolio in Q2 2026, its #35 holding.
DJE Kapital first reported a position in UBS Group in Q4 2024 and has held it in 6 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on DJE Kapital's 13F filing for Q2 2026, filed 4 Aug 2026.