Factory Mutual Insurance’s UBS Group UBS Stock Holding History

Factory Mutual Insurance’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	$2.87M	Buy	57,893 +21,348	+58%	+$972K	0.03%	177
2026 Q1	$1.43M	Sell	36,545 -50,000	-58%	-$2.14M	0.02%	180
2025 Q4	$4.01M	Buy	86,545 +9,289	+12%	+$375K	0.04%	169
2025 Q3	$3.17M	Buy	+77,256	New	+$3M	0.03%	174

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

Factory Mutual Insurance's UBS Position: Q2 2026 in Review

Factory Mutual Insurance increased its UBS Group (UBS) stake by 58% in Q2 2026, buying an estimated $972K and bringing the position to 57,893 shares worth $2.87M. The position accounts for 0.03% of the portfolio, ranked #177.

Factory Mutual Insurance first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.01M in Q4 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Factory Mutual Insurance held 57,893 shares of UBS Group worth $2.87M as of Q2 2026.
Factory Mutual Insurance bought 21,348 UBS Group shares in Q2 2026, an estimated $972K.
UBS Group made up 0.03% of Factory Mutual Insurance's portfolio in Q2 2026, its #177 holding.
Factory Mutual Insurance first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
Factory Mutual Insurance's UBS Group position peaked at $4.01M in Q4 2025.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Factory Mutual Insurance's 13F filing for Q2 2026, filed 21 Jul 2026.