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 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 $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

DJE Kapital's UBS Position: Q1 2026 in Review

DJE Kapital sold out of UBS Group (UBS) in Q1 2026, closing a stake of 203,050 shares — an estimated $9.49M sold.

DJE Kapital first reported a position in UBS in Q4 2024 and held it in 5 quarters. The position peaked at $13.6M in Q1 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

DJE Kapital reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
DJE Kapital sold 203,050 UBS Group shares in Q1 2026, an estimated $9.49M.
DJE Kapital first reported a position in UBS Group in Q4 2024 and held it in 5 quarters.
DJE Kapital's UBS Group position peaked at $13.6M in Q1 2025.
681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on DJE Kapital's 13F filing for Q1 2026, filed 8 May 2026.