GCM
UBS icon

Graham Capital Management’s UBS Group UBS Stock Holding History

Graham 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
2025
Q4 		– Sell
-26,903
Closed -$1.1M – 1595
2025
Q3 		$1.1M Sell
26,903
-24,619
-48% -$956K 0.02% 356
2025
Q2 		$1.74M Buy
+51,522
New +$1.59M 0.03% 403
2024
Q4 		– Sell
-76,254
Closed -$2.36M – 1489
2024
Q3 		$2.36M Sell
76,254
-218,455
-74% -$6.57M 0.04% 240
2024
Q2 		$8.71M Buy
294,709
+124,500
+73% +$3.7M 0.19% 63
2024
Q1 		$5.23M Buy
170,209
+156,848
+1,174% +$4.63M 0.1% 119
2023
Q4 		$413K Buy
+13,361
New +$351K 0.01% 644

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Graham Capital Management's UBS Position: Q4 2025 in Review

Graham Capital Management sold out of UBS Group (UBS) in Q4 2025, closing a stake of 26,903 shares — an estimated $1.1M sold.

Graham Capital Management first reported a position in UBS in Q4 2023 and held it in 6 quarters. The position peaked at $8.71M in Q2 2024. 693 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

  • Graham Capital Management reported no remaining UBS Group position as of Q4 2025 after selling out during the quarter.
  • Graham Capital Management sold 26,903 UBS Group shares in Q4 2025, an estimated $1.1M.
  • Graham Capital Management first reported a position in UBS Group in Q4 2023 and held it in 6 quarters.
  • Graham Capital Management's UBS Group position peaked at $8.71M in Q2 2024.
  • 693 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Graham Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.