Gator Capital Management’s UBS Group UBS Stock Holding History

Gator Capital 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 Q1	$14.9M	Buy	380,240 +327,810	+625%	+$14M	3.04%	9
2025 Q4	$2.43M	Buy	52,430 +2,580	+5%	+$104K	0.49%	56
2025 Q3	$2.04M	Buy	49,850 +2,250	+5%	+$87.4K	0.52%	36
2025 Q2	$1.61M	Hold	47,600	–	–	0.5%	37
2025 Q1	$1.46M	Hold	47,600	–	–	0.56%	36
2024 Q4	$1.44M	Buy	+47,600	New	+$1.51M	0.54%	34
2018 Q4	$1.94M	Sell	156,329 -12,871	-8%	-$175K	2.98%	11
2018 Q3	$2.66M	Buy	169,200 +152,700	+925%	+$2.4M	2.78%	10
2018 Q2	$253K	Buy	+16,500	New	+$268K	0.29%	80

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return