Dynamic Technology Lab’s UBS Group UBS Stock Holding History

Dynamic Technology Lab’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	$350K	Buy	+7,054	New	+$321K	0.08%	405
2025 Q4	–	Sell	-10,736	Closed	-$440K	–	1099
2025 Q3	$440K	Buy	+10,736	New	+$417K	0.07%	458
2024 Q4	–	Sell	-56,012	Closed	-$1.73M	–	1364
2024 Q3	$1.73M	Buy	+56,012	New	+$1.68M	0.18%	154
2021 Q4	–	Sell	-10,529	Closed	-$168K	–	1509
2021 Q3	$168K	Buy	+10,529	New	+$171K	0.02%	932
2021 Q1	–	Sell	-65,938	Closed	-$932K	–	1497
2020 Q4	$932K	Buy	+65,938	New	+$873K	0.15%	201
2020 Q1	–	Sell	-42,836	Closed	-$539K	–	1387
2019 Q4	$539K	Buy	+42,836	New	+$509K	0.09%	417
2019 Q3	–	Sell	-23,686	Closed	-$281K	–	1304
2019 Q2	$281K	Buy	+23,686	New	+$290K	0.05%	677
2017 Q1	–	Sell	-25,156	Closed	-$394K	–	1284
2016 Q4	$394K	Buy	+25,156	New	+$379K	0.11%	378

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

Dynamic Technology Lab's UBS Position: Q2 2026 in Review

Dynamic Technology Lab opened a new position in UBS Group (UBS) in Q2 2026: 7,054 shares worth $350K. The stake represents 0.08% of the portfolio and ranks #405 among its holdings. This is a return to the name: Dynamic Technology Lab previously reported a position in UBS as recently as Q3 2025.

Dynamic Technology Lab first reported a position in UBS in Q4 2016 and has held it in 8 quarters since. The position peaked at $1.73M in Q3 2024. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Dynamic Technology Lab held 7,054 shares of UBS Group worth $350K as of Q2 2026.
UBS Group was a new Dynamic Technology Lab position in Q2 2026.
UBS Group made up 0.08% of Dynamic Technology Lab's portfolio in Q2 2026, its #405 holding.
Dynamic Technology Lab first reported a position in UBS Group in Q4 2016 and has held it in 8 quarters since.
Dynamic Technology Lab's UBS Group position peaked at $1.73M in Q3 2024.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Dynamic Technology Lab's 13F filing for Q2 2026, filed 13 Aug 2026.