Haven Global Partners’s UBS Group UBS Stock Holding History

Haven Global Partners’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	$21M	Sell	423,016 -235,592	-36%	-$10.7M	16.1%	3
2026 Q1	$25.2M	Sell	658,608 -10,420	-2%	-$446K	23.69%	1
2025 Q4	$31.2M	Sell	669,028 -10,044	-1%	-$406K	22.93%	1
2025 Q3	$27.7M	Buy	679,072 +3,248	+0.5%	+$126K	19.88%	1
2025 Q2	$22.8M	Buy	675,824 +91,152	+16%	+$2.82M	17.88%	2
2025 Q1	$17.8M	Sell	584,672 -30,291	-5%	-$1.01M	18.61%	3
2024 Q4	$18.8M	Buy	+614,963	New	+$19.5M	17.74%	2

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

Haven Global Partners's UBS Position: Q2 2026 in Review

Haven Global Partners reduced its UBS Group (UBS) stake by 36% in Q2 2026, selling an estimated $10.7M and leaving 423,016 shares worth $21M. The position accounts for 16.1% of the portfolio, ranked #3.

Haven Global Partners first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $31.2M in Q4 2025. 759 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Haven Global Partners held 423,016 shares of UBS Group worth $21M as of Q2 2026.
Haven Global Partners sold 235,592 UBS Group shares in Q2 2026, an estimated $10.7M.
UBS Group made up 16.1% of Haven Global Partners's portfolio in Q2 2026, its #3 holding.
Haven Global Partners first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
Haven Global Partners's UBS Group position peaked at $31.2M in Q4 2025.
759 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Haven Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.