Interchange Capital Partners’s UBS Group UBS Stock Holding History

Interchange Capital 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	$261K	Buy	+5,258	New	+$239K	0.05%	338
2026 Q1	–	Sell	-5,104	Closed	-$236K	–	451
2025 Q4	$236K	Buy	+5,104	New	+$206K	0.04%	358
2021 Q4	–	Sell	-14,910	Closed	-$237K	–	192
2021 Q3	$237K	Hold	14,910	–	–	0.4%	85
2021 Q2	$228K	Buy	14,910 +5,658	+61%	+$89.4K	0.35%	88
2021 Q1	$331K	Sell	9,252 -4,864	-34%	-$74.8K	0.18%	161
2020 Q4	$199K	Buy	+14,116	New	+$187K	0.11%	211

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

Interchange Capital Partners's UBS Position: Q2 2026 in Review

Interchange Capital Partners opened a new position in UBS Group (UBS) in Q2 2026: 5,258 shares worth $261K. The stake represents 0.05% of the portfolio and ranks #338 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in UBS as recently as Q4 2025.

Interchange Capital Partners first reported a position in UBS in Q4 2020 and has held it in 6 quarters since. The position peaked at $331K in Q1 2021. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Interchange Capital Partners held 5,258 shares of UBS Group worth $261K as of Q2 2026.
UBS Group was a new Interchange Capital Partners position in Q2 2026.
UBS Group made up 0.05% of Interchange Capital Partners's portfolio in Q2 2026, its #338 holding.
Interchange Capital Partners first reported a position in UBS Group in Q4 2020 and has held it in 6 quarters since.
Interchange Capital Partners's UBS Group position peaked at $331K in Q1 2021.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.