GAM Holding’s UBS Group UBS Stock Holding History

GAM Holding’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	$37.9M	Buy	762,272 +59,509	+8%	+$2.71M	2.9%	6
2026 Q1	$26.9M	Sell	702,763 -317,588	-31%	-$13.6M	2.36%	7
2025 Q4	$47.6M	Buy	1,020,351 +147,532	+17%	+$5.96M	3.04%	5
2025 Q3	$35.7M	Buy	872,819 +13,776	+2%	+$535K	2.2%	7
2025 Q2	$29M	Buy	+859,043	New	+$26.6M	2.04%	9
2020 Q1	–	Sell	-1,164,327	Closed	-$14.7M	–	529
2019 Q4	$14.7M	Sell	1,164,327 -732,571	-39%	-$8.71M	0.69%	29
2019 Q3	$21.5M	Sell	1,896,898 -4,442	-0.2%	-$50K	0.95%	8
2019 Q2	$22.6M	Buy	1,901,340 +7,700	+0.4%	+$94.4K	0.88%	7
2019 Q1	$23M	Sell	1,893,640 -338,417	-15%	-$4.29M	0.97%	7
2018 Q4	$27.8M	Sell	2,232,057 -4,794	-0.2%	-$65K	1.4%	5
2018 Q3	$35.3M	Buy	2,236,851 +31,184	+1%	+$490K	1.28%	5
2018 Q2	$34.1M	Buy	2,205,667 +92,817	+4%	+$1.51M	1.19%	7
2018 Q1	$37.2M	Sell	2,112,850 -147,957	-7%	-$2.81M	1.31%	5
2017 Q4	$41.6M	Buy	+2,260,807	New	+$39.3M	1.28%	4

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

GAM Holding's UBS Position: Q2 2026 in Review

GAM Holding increased its UBS Group (UBS) stake by 8.5% in Q2 2026, buying an estimated $2.71M and bringing the position to 762,272 shares worth $37.9M. The position accounts for 2.9% of the portfolio, ranked #6.

GAM Holding first reported a position in UBS in Q4 2017 and has held it in 14 quarters since. The position peaked at $47.6M in Q4 2025. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

GAM Holding held 762,272 shares of UBS Group worth $37.9M as of Q2 2026.
GAM Holding bought 59,509 UBS Group shares in Q2 2026, an estimated $2.71M.
UBS Group made up 2.9% of GAM Holding's portfolio in Q2 2026, its #6 holding.
GAM Holding first reported a position in UBS Group in Q4 2017 and has held it in 14 quarters since.
GAM Holding's UBS Group position peaked at $47.6M in Q4 2025.
763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on GAM Holding's 13F filing for Q2 2026, filed 14 Aug 2026.