HRT Financial’s UBS Group UBS Stock Holding History

HRT Financial’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	$4.88M	Buy	98,423 +23,117	+31%	+$1.05M	0.01%	1167
2026 Q1	$2.94M	Buy	75,306 +61,738	+455%	+$2.64M	0.01%	1332
2025 Q4	$628K	Buy	13,568 +3,573	+36%	+$144K	﹤0.01%	1983
2025 Q3	$409K	Sell	9,995 -7,259	-42%	-$282K	﹤0.01%	1992
2025 Q2	$583K	Buy	+17,254	New	+$534K	﹤0.01%	1530
2024 Q3	–	Sell	-15,703	Closed	-$463K	–	3154
2024 Q2	$463K	Sell	15,703 -459	-3%	-$13.6K	﹤0.01%	1333
2024 Q1	$496K	Sell	16,162 -4,644	-22%	-$137K	﹤0.01%	1265
2023 Q4	$642K	Buy	20,806 +6,612	+47%	+$174K	﹤0.01%	1230
2023 Q3	$349K	Sell	14,194 -8,708	-38%	-$203K	﹤0.01%	1588
2023 Q2	$464K	Buy	+22,902	New	+$460K	﹤0.01%	1397
2022 Q4	–	Sell	-26,332	Closed	-$382K	–	3179
2022 Q3	$382K	Buy	+26,332	New	+$422K	﹤0.01%	1841
2021 Q3	–	Sell	-43,054	Closed	-$660K	–	3771
2021 Q2	$660K	Buy	+43,054	New	+$680K	0.01%	1526
2021 Q1	–	Sell	-22,345	Closed	-$315K	–	3161
2020 Q4	$315K	Buy	+22,345	New	+$296K	0.01%	1261
2019 Q3	–	Sell	-17,001	Closed	-$201K	–	1610
2019 Q2	$201K	Buy	+17,001	New	+$208K	0.01%	633
2019 Q1	–	Sell	-16,201	Closed	-$200K	–	794
2018 Q4	$200K	Buy	+16,201	New	+$220K	0.03%	488

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

HRT Financial's UBS Position: Q2 2026 in Review

HRT Financial increased its UBS Group (UBS) stake by 31% in Q2 2026, buying an estimated $1.05M and bringing the position to 98,423 shares worth $4.88M. The position accounts for 0.01% of the portfolio, ranked #1167.

HRT Financial first reported a position in UBS in Q4 2018 and has held it in 15 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

HRT Financial held 98,423 shares of UBS Group worth $4.88M as of Q2 2026.
HRT Financial bought 23,117 UBS Group shares in Q2 2026, an estimated $1.05M.
UBS Group made up 0.01% of HRT Financial's portfolio in Q2 2026, its #1167 holding.
HRT Financial first reported a position in UBS Group in Q4 2018 and has held it in 15 quarters since.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.