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Havemeyer Place’s UBS Group UBS Stock Holding History

Havemeyer Place’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 		$329K Sell
6,637
-32,579
-83% -$1.48M 0.03% 424
2026
Q1 		$1.53M Buy
39,216
+15,791
+67% +$676K 0.18% 213
2025
Q4 		$1.08M Buy
+23,425
New +$946K 0.21% 166

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

Havemeyer Place's UBS Position: Q2 2026 in Review

Havemeyer Place reduced its UBS Group (UBS) stake by 83% in Q2 2026, selling an estimated $1.48M and leaving 6,637 shares worth $329K. The position accounts for 0.03% of the portfolio, ranked #424.

Havemeyer Place first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.53M in Q1 2026. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Havemeyer Place held 6,637 shares of UBS Group worth $329K as of Q2 2026.
  • Havemeyer Place sold 32,579 UBS Group shares in Q2 2026, an estimated $1.48M.
  • UBS Group made up 0.03% of Havemeyer Place's portfolio in Q2 2026, its #424 holding.
  • Havemeyer Place first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • Havemeyer Place's UBS Group position peaked at $1.53M in Q1 2026.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Havemeyer Place's 13F filing for Q2 2026, filed 13 Aug 2026.