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INTECH Investment Management’s UBS Group UBS Stock Holding History

INTECH Investment Management’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 		$9.41M Sell
189,448
-28,984
-13% -$1.32M 0.09% 206
2026
Q1 		$8.35M Buy
218,432
+36,557
+20% +$1.56M 0.08% 220
2025
Q4 		$8.48M Sell
181,875
-1,207
-0.7% -$48.8K 0.08% 213
2025
Q3 		$7.48M Buy
+183,082
New +$7.11M 0.07% 252

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

INTECH Investment Management's UBS Position: Q2 2026 in Review

INTECH Investment Management reduced its UBS Group (UBS) stake by 13% in Q2 2026, selling an estimated $1.32M and leaving 189,448 shares worth $9.41M. The position accounts for 0.09% of the portfolio, ranked #206.

INTECH Investment Management first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • INTECH Investment Management held 189,448 shares of UBS Group worth $9.41M as of Q2 2026.
  • INTECH Investment Management sold 28,984 UBS Group shares in Q2 2026, an estimated $1.32M.
  • UBS Group made up 0.09% of INTECH Investment Management's portfolio in Q2 2026, its #206 holding.
  • INTECH Investment Management first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
  • 767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on INTECH Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.