Hilltop Holdings’s UBS Group UBS Stock Holding History

Hilltop Holdings’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	$315K	Buy	6,363 +3	+0%	+$137	0.02%	555
2026 Q1	$245K	Sell	6,360 -3,130	-33%	-$134K	0.02%	568
2025 Q4	$441K	Sell	9,490 -103	-1%	-$4.16K	0.03%	584
2025 Q3	$392K	Buy	9,593 +797	+9%	+$31K	0.02%	652
2025 Q2	$298K	Sell	8,796 -1,294	-13%	-$40K	0.02%	692
2025 Q1	$307K	Sell	10,090 -306	-3%	-$10.2K	0.02%	663
2024 Q4	$317K	Sell	10,396 -32	-0.3%	-$1.01K	0.02%	649
2024 Q3	$321K	Buy	10,428 +2,435	+30%	+$73.2K	0.02%	634
2024 Q2	$235K	Buy	7,993 +3	+0%	+$89	0.03%	538
2024 Q1	$246K	Sell	7,990 -8	-0.1%	-$236	0.03%	554
2023 Q4	$248K	Buy	+7,998	New	+$210K	0.03%	517

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

Hilltop Holdings's UBS Position: Q2 2026 in Review

Hilltop Holdings increased its UBS Group (UBS) stake by 0.05% in Q2 2026, buying an estimated $137 and bringing the position to 6,363 shares worth $315K. The position accounts for 0.02% of the portfolio, ranked #555.

Hilltop Holdings first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $441K in Q4 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Hilltop Holdings held 6,363 shares of UBS Group worth $315K as of Q2 2026.
Hilltop Holdings bought 3 UBS Group shares in Q2 2026, an estimated $137.
UBS Group made up 0.02% of Hilltop Holdings's portfolio in Q2 2026, its #555 holding.
Hilltop Holdings first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
Hilltop Holdings's UBS Group position peaked at $441K in Q4 2025.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Hilltop Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.