Gardner Lewis Asset Management’s UBS Group UBS Stock Holding History

Gardner Lewis Asset Management’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	$18M	Hold	363,525	–	–	4.01%	6
2026 Q1	$14.2M	Sell	363,525 -4,413	-1%	-$189K	3.08%	6
2025 Q4	$17M	Buy	367,938 +313	+0.1%	+$12.6K	4.32%	2
2025 Q3	$15.1M	Sell	367,625 -1,071	-0.3%	-$41.6K	3.57%	6
2025 Q2	$12.5M	Sell	368,696 -2,000	-0.5%	-$61.9K	3.11%	6
2025 Q1	$11.4M	Sell	370,696 -1,250	-0.3%	-$41.7K	2.74%	9
2024 Q4	$11.3M	Sell	371,946 -5,766	-2%	-$183K	2.73%	13
2024 Q3	$11.7M	Hold	377,712	–	–	3.28%	7
2024 Q2	$11.2M	Hold	377,712	–	–	3.06%	11
2024 Q1	$11.6M	Buy	377,712 +263,350	+230%	+$7.78M	3.18%	8
2023 Q4	$3.53M	Buy	114,362 +48,752	+74%	+$1.28M	1.2%	35
2023 Q3	$1.62M	Buy	65,610 +26,860	+69%	+$627K	0.56%	43
2023 Q2	$785K	Hold	38,750	–	–	0.26%	60
2023 Q1	$827K	Buy	+38,750	New	+$808K	0.29%	60

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

Gardner Lewis Asset Management's UBS Position: Q2 2026 in Review

Gardner Lewis Asset Management held its UBS Group (UBS) position steady in Q2 2026 at 363,525 shares worth $18M. The position accounts for 4.01% of the portfolio, ranked #6.

Gardner Lewis Asset Management first reported a position in UBS in Q1 2023 and has held it in 14 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Gardner Lewis Asset Management held 363,525 shares of UBS Group worth $18M as of Q2 2026.
Gardner Lewis Asset Management left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 4.01% of Gardner Lewis Asset Management's portfolio in Q2 2026, its #6 holding.
Gardner Lewis Asset Management first reported a position in UBS Group in Q1 2023 and has held it in 14 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Gardner Lewis Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.