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	–	Sell	-2,711	Closed	-$4.5M	–	119
2025 Q4	$4.5M	Hold	2,711	–	–	0.91%	30
2025 Q3	$3.16M	Hold	2,711	–	–	0.8%	32
2025 Q2	$1.55M	Hold	2,711	–	–	0.48%	40
2025 Q1	$949K	Hold	2,711	–	–	0.36%	45
2024 Q4	$1.06M	Buy	+2,711	New	+$85.9K	0.4%	43

Other funds holding UBS

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

CCI

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

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

Gator Capital Management's UBS Position: Q1 2026 in Review

Gator Capital Management increased its UBS Group (UBS) stake by 625% in Q1 2026, buying an estimated $14M and bringing the position to 380,240 shares worth $14.9M. The position accounts for 3.04% of the portfolio, ranked #9.

Gator Capital Management first reported a position in UBS in Q2 2018 and has held it in 9 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Gator Capital Management held 380,240 shares of UBS Group worth $14.9M as of Q1 2026.
Gator Capital Management bought 327,810 UBS Group shares in Q1 2026, an estimated $14M.
UBS Group made up 3.04% of Gator Capital Management's portfolio in Q1 2026, its #9 holding.
Gator Capital Management first reported a position in UBS Group in Q2 2018 and has held it in 9 quarters since.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Gator Capital Management's 13F filing for Q1 2026, filed 13 May 2026.