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

Groupama 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
Q1 		$8.85M Buy
288,118
+134,767
+88% +$5.77M 0.13% 84
2025
Q4 		$5.67M Buy
153,351
+8,972
+6% +$363K 0.08% 107
2025
Q3 		$4.69M Sell
144,379
-1,426
-1% -$55.4K 0.07% 112
2025
Q2 		$3.9M Sell
145,805
-3,629
-2% -$112K 0.06% 129
2025
Q1 		$4.18M Buy
149,434
+35,071
+31% +$1.17M 0.08% 115
2024
Q4 		$3.17M Sell
114,363
-6,644
-5% -$211K 0.06% 143
2024
Q3 		$3M Buy
121,007
+62,579
+107% +$1.88M 0.08% 135
2024
Q2 		$1.72M Sell
58,428
-87,828
-60% -$2.61M 0.02% 227
2024
Q1 		$4.5M Buy
+146,256
New +$4.32M 0.08% 144

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return