Groupe la Francaise’s UBS Group UBS Stock Holding History

Groupe la Francaise’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	$7.29M	Buy	146,890 +80,342	+121%	+$3.66M	0.09%	145
2026 Q1	$2.55M	Sell	66,548 -19,867	-23%	-$850K	0.03%	251
2025 Q4	$4.03M	Buy	86,415 +28,307	+49%	+$1.14M	0.06%	196
2025 Q3	$2.35M	Sell	58,108 -61,371	-51%	-$2.38M	0.03%	231
2025 Q2	$4.03M	Buy	119,479 +33,826	+39%	+$1.05M	0.07%	167
2025 Q1	$2.74M	Buy	+85,653	New	+$2.86M	0.06%	206

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

Groupe la Francaise's UBS Position: Q2 2026 in Review

Groupe la Francaise increased its UBS Group (UBS) stake by 121% in Q2 2026, buying an estimated $3.66M and bringing the position to 146,890 shares worth $7.29M. The position accounts for 0.09% of the portfolio, ranked #145.

Groupe la Francaise first reported a position in UBS in Q1 2025 and has held it in 6 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Groupe la Francaise held 146,890 shares of UBS Group worth $7.29M as of Q2 2026.
Groupe la Francaise bought 80,342 UBS Group shares in Q2 2026, an estimated $3.66M.
UBS Group made up 0.09% of Groupe la Francaise's portfolio in Q2 2026, its #145 holding.
Groupe la Francaise first reported a position in UBS Group in Q1 2025 and has held it in 6 quarters since.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Groupe la Francaise's 13F filing for Q2 2026, filed 25 Aug 2026.