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	$4.96M	Buy	+100,000	New	+$4.55M	0.01%	1158

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.