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 Q2	$14M	Buy	350,855 +62,737	+22%	+$2.86M	0.18%	73
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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

Groupama Asset Management increased its UBS Group (UBS) stake by 22% in Q2 2026, buying an estimated $2.86M and bringing the position to 350,855 shares worth $14M. The position accounts for 0.18% of the portfolio, ranked #73.

Groupama Asset Management first reported a position in UBS in Q1 2024 and has held it in 10 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Groupama Asset Management held 350,855 shares of UBS Group worth $14M as of Q2 2026.
Groupama Asset Management bought 62,737 UBS Group shares in Q2 2026, an estimated $2.86M.
UBS Group made up 0.18% of Groupama Asset Management's portfolio in Q2 2026, its #73 holding.
Groupama Asset Management first reported a position in UBS Group in Q1 2024 and has held it in 10 quarters since.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

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