Dmitry Balyasny’s UBS Group UBS Stock Holding History

Dmitry Balyasny’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	$2.5M	Sell	50,500 -231,700	-82%	-$10.6M	﹤0.01%	1705
2026 Q1	$11M	Buy	282,200 +243,600	+631%	+$10.4M	0.01%	991
2025 Q4	$1.79M	Buy	38,600 +32,200	+503%	+$1.3M	﹤0.01%	1921
2025 Q3	$262K	Sell	6,400 -17,900	-74%	-$695K	﹤0.01%	2633
2025 Q2	$822K	Sell	24,300 -4,100	-14%	-$127K	﹤0.01%	2111
2025 Q1	$870K	Buy	+28,400	New	+$947K	﹤0.01%	2057

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

Dmitry Balyasny's UBS Position: Q2 2026 in Review

Dmitry Balyasny sold out of UBS Group (UBS) in Q2 2026, closing a stake of 123,796 shares — an estimated $5.64M sold.

Dmitry Balyasny first reported a position in UBS in Q4 2017 and held it in 15 quarters. The position peaked at $24M in Q3 2022. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Dmitry Balyasny reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
Dmitry Balyasny sold 123,796 UBS Group shares in Q2 2026, an estimated $5.64M.
Dmitry Balyasny first reported a position in UBS Group in Q4 2017 and held it in 15 quarters.
Dmitry Balyasny's UBS Group position peaked at $24M in Q3 2022.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.