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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 		$1.3M Buy
26,300
+10,400
+65% +$474K ﹤0.01% 2061
2026
Q1 		$621K Sell
15,900
-111,600
-88% -$4.78M ﹤0.01% 2265
2025
Q4 		$5.9M Buy
127,500
+113,000
+779% +$4.57M 0.01% 1310
2025
Q3 		$595K Sell
14,500
-11,200
-44% -$435K ﹤0.01% 2320
2025
Q2 		$869K Sell
25,700
-4,700
-15% -$145K ﹤0.01% 2090
2025
Q1 		$931K Buy
+30,400
New +$1.01M ﹤0.01% 2024
2020
Q4 		– Sell
-300,000
Closed -$3.35M – 1717
2020
Q3 		$3.35M Buy
+300,000
New +$3.6M 0.02% 709
2019
Q1 		– Sell
-350,000
Closed -$4.33M – 1671
2018
Q4 		$4.33M Buy
+350,000
New +$4.75M 0.03% 537

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

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.