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Generali Asset Management’s UBS Group UBS Stock Holding History

Generali 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 		$99.8M Sell
2,491,590
-162,320
-6% -$7.39M 1.8% 9
2026
Q1 		$81.6M Buy
2,653,910
+173,668
+7% +$7.43M 1.7% 11
2025
Q4 		$91.7M Buy
2,480,242
+142,490
+6% +$5.76M 1.87% 8
2025
Q3 		$76M Buy
2,337,752
+380,665
+19% +$14.8M 1.62% 10
2025
Q2 		$52.5M Buy
1,957,087
+396,741
+25% +$12.3M 1.2% 15
2025
Q1 		$41.9M Buy
1,560,346
+874,214
+127% +$29.2M 1.03% 21
2024
Q4 		$19M Buy
+686,132
New +$21.7M 0.49% 39

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Generali Asset Management's UBS Position: Q2 2026 in Review

Generali Asset Management reduced its UBS Group (UBS) stake by 6.1% in Q2 2026, selling an estimated $7.39M and leaving 2,491,590 shares worth $99.8M. The position accounts for 1.8% of the portfolio, ranked #9.

Generali Asset Management first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Generali Asset Management held 2,491,590 shares of UBS Group worth $99.8M as of Q2 2026.
  • Generali Asset Management sold 162,320 UBS Group shares in Q2 2026, an estimated $7.39M.
  • UBS Group made up 1.8% of Generali Asset Management's portfolio in Q2 2026, its #9 holding.
  • Generali Asset Management first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Generali Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.