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Fairscale Capital’s UBS Group UBS Stock Holding History

Fairscale Capital’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 		$48K Hold
969
– – 0.03% 207
2026
Q1 		$37.9K Hold
969
– – 0.03% 217
2025
Q4 		$44.9K Hold
969
– – 0.03% 197
2025
Q3 		$39.7K Hold
969
– – 0.03% 206
2025
Q2 		$36.2K Buy
+969
New +$30K 0.03% 214

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

Fairscale Capital's UBS Position: Q2 2026 in Review

Fairscale Capital held its UBS Group (UBS) position steady in Q2 2026 at 969 shares worth $48K. The position accounts for 0.03% of the portfolio, ranked #207.

Fairscale Capital first reported a position in UBS in Q2 2025 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Fairscale Capital held 969 shares of UBS Group worth $48K as of Q2 2026.
  • Fairscale Capital left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up 0.03% of Fairscale Capital's portfolio in Q2 2026, its #207 holding.
  • Fairscale Capital first reported a position in UBS Group in Q2 2025 and has held it in 5 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Fairscale Capital's 13F filing for Q2 2026, filed 7 Aug 2026.