GAM
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Gotham Asset Management’s UBS Group UBS Stock Holding History

Gotham 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 		$298K Hold
6,021
– – ﹤0.01% 1653
2026
Q1 		$235K Sell
6,021
-140
-2% -$5.99K ﹤0.01% 1656
2025
Q4 		$285K Buy
+6,161
New +$249K ﹤0.01% 1577

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

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

Gotham Asset Management held its UBS Group (UBS) position steady in Q2 2026 at 6,021 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Gotham Asset Management first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Gotham Asset Management held 6,021 shares of UBS Group worth $298K as of Q2 2026.
  • Gotham Asset Management left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up ﹤0.01% of Gotham Asset Management's portfolio in Q2 2026, its #1653 holding.
  • Gotham Asset Management first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.