Federated Hermes’s UBS Group UBS Stock Holding History

Federated Hermes’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	$2.68K	Hold	54	–	–	﹤0.01%	1976
2026 Q1	$2.11K	Sell	54 -39	-42%	-$1.67K	﹤0.01%	1961
2025 Q4	$4.31K	Sell	93 -10	-10%	-$404	﹤0.01%	1905
2025 Q3	$4.22K	Sell	103 -77	-43%	-$2.99K	﹤0.01%	1957
2025 Q2	$6.09K	Hold	180	–	–	﹤0.01%	1874
2025 Q1	$5.51K	Buy	180 +6	+3%	+$200	﹤0.01%	1865
2024 Q4	$5.28K	Sell	174 -18	-9%	-$571	﹤0.01%	1894
2024 Q3	$5.93K	Hold	192	–	–	﹤0.01%	1847
2024 Q2	$5.67K	Buy	192 +18	+10%	+$535	﹤0.01%	1825
2024 Q1	$5.34K	Hold	174	–	–	﹤0.01%	1829
2023 Q4	$5.38K	Buy	174 +32	+23%	+$842	﹤0.01%	1844
2023 Q3	$3.5K	Buy	+142	New	+$3.32K	﹤0.01%	1920
2023 Q1	–	Sell	-101	Closed	-$1.89K	–	2264
2022 Q4	$1.89K	Sell	101 -11	-10%	-$187	﹤0.01%	2008
2022 Q3	$2K	Hold	112	–	–	﹤0.01%	1986
2022 Q2	$2K	Buy	112 +70	+167%	+$1.23K	﹤0.01%	1997
2022 Q1	$1K	Buy	+42	New	+$795	﹤0.01%	2119
2020 Q2	–	Sell	-160	Closed	-$1K	–	2379
2020 Q1	$1K	Buy	+160	New	+$1.84K	﹤0.01%	2157
2016 Q2	–	Sell	-830	Closed	-$13K	–	2185
2016 Q1	$13K	Buy	+830	New	+$13.5K	﹤0.01%	1778

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

Federated Hermes's UBS Position: Q2 2026 in Review

Federated Hermes held its UBS Group (UBS) position steady in Q2 2026 at 54 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1976.

Federated Hermes first reported a position in UBS in Q1 2016 and has held it in 18 quarters since. The position peaked at $13K in Q1 2016. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Federated Hermes held 54 shares of UBS Group worth $2.68K as of Q2 2026.
Federated Hermes left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of Federated Hermes's portfolio in Q2 2026, its #1976 holding.
Federated Hermes first reported a position in UBS Group in Q1 2016 and has held it in 18 quarters since.
Federated Hermes's UBS Group position peaked at $13K in Q1 2016.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Federated Hermes's 13F filing for Q2 2026, filed 12 Aug 2026.