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 Q2	$17.2M	Sell	346,600 -33,640	-9%	-$1.53M	3.6%	5
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 $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

Gator Capital Management's UBS Position: Q2 2026 in Review

Gator Capital Management reduced its UBS Group (UBS) stake by 8.8% in Q2 2026, selling an estimated $1.53M and leaving 346,600 shares worth $17.2M. The position accounts for 3.6% of the portfolio, ranked #5.

Gator Capital Management first reported a position in UBS in Q2 2018 and has held it in 10 quarters since. 764 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Gator Capital Management held 346,600 shares of UBS Group worth $17.2M as of Q2 2026.
Gator Capital Management sold 33,640 UBS Group shares in Q2 2026, an estimated $1.53M.
UBS Group made up 3.6% of Gator Capital Management's portfolio in Q2 2026, its #5 holding.
Gator Capital Management first reported a position in UBS Group in Q2 2018 and has held it in 10 quarters since.
764 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Gator Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.