GI
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GAMMA Investing’s UBS Group UBS Stock Holding History

GAMMA Investing’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 		$98.3K Buy
1,983
+372
+23% +$16.9K ﹤0.01% 1822
2026
Q1 		$62.9K Buy
1,611
+311
+24% +$13.3K ﹤0.01% 2028
2025
Q4 		$60.2K Hold
1,300
– – ﹤0.01% 1945
2025
Q3 		$53.3K Buy
1,300
+450
+53% +$17.5K ﹤0.01% 1945
2025
Q2 		$28.7K Buy
850
+14
+2% +$433 ﹤0.01% 2271
2025
Q1 		$25.6K Hold
836
– – ﹤0.01% 2239
2024
Q4 		$25.3K Buy
836
+43
+5% +$1.36K ﹤0.01% 2141
2024
Q3 		$24.5K Buy
793
+129
+19% +$3.88K ﹤0.01% 1980
2024
Q2 		$19.6K Buy
664
+6
+0.9% +$178 ﹤0.01% 1874
2024
Q1 		$20.2K Hold
658
– – ﹤0.01% 1646
2023
Q4 		$19.7K Buy
+658
New +$17.3K 0.01% 1521

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

GAMMA Investing's UBS Position: Q2 2026 in Review

GAMMA Investing increased its UBS Group (UBS) stake by 23% in Q2 2026, buying an estimated $16.9K and bringing the position to 1,983 shares worth $98.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

GAMMA Investing first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. 173 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • GAMMA Investing held 1,983 shares of UBS Group worth $98.3K as of Q2 2026.
  • GAMMA Investing bought 372 UBS Group shares in Q2 2026, an estimated $16.9K.
  • UBS Group made up ﹤0.01% of GAMMA Investing's portfolio in Q2 2026, its #1822 holding.
  • GAMMA Investing first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
  • 173 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.