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Future Fund LLC’s UBS Group UBS Stock Holding History

Future Fund LLC’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 		$1.38M Buy
27,784
+354
+1% +$16.1K 0.39% 87
2026
Q1 		$1.07M Buy
27,430
+177
+0.6% +$7.58K 0.38% 96
2025
Q4 		$1.26M Sell
27,253
-3,717
-12% -$150K 0.4% 99
2025
Q3 		$1.27M Buy
30,970
+6,195
+25% +$241K 0.45% 86
2025
Q2 		$838K Buy
24,775
+2,301
+10% +$71.2K 0.37% 103
2025
Q1 		$688K Buy
+22,474
New +$750K 0.88% 50

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

Future Fund LLC's UBS Position: Q2 2026 in Review

Future Fund LLC increased its UBS Group (UBS) stake by 1.3% in Q2 2026, buying an estimated $16.1K and bringing the position to 27,784 shares worth $1.38M. The position accounts for 0.39% of the portfolio, ranked #87.

Future Fund LLC first reported a position in UBS in Q1 2025 and has held it in 6 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Future Fund LLC held 27,784 shares of UBS Group worth $1.38M as of Q2 2026.
  • Future Fund LLC bought 354 UBS Group shares in Q2 2026, an estimated $16.1K.
  • UBS Group made up 0.39% of Future Fund LLC's portfolio in Q2 2026, its #87 holding.
  • Future Fund LLC first reported a position in UBS Group in Q1 2025 and has held it in 6 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Future Fund LLC's 13F filing for Q2 2026, filed 12 Aug 2026.