J. Safra Asset Management’s UBS Group UBS Stock Holding History

J. Safra Asset 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	$1.33M	Buy	26,778 +17,438	+187%	+$794K	0.06%	97
2026 Q1	$365K	Buy	+9,340	New	+$400K	0.02%	182
2016 Q4	–	Sell	-2,605	Closed	-$35K	–	129
2016 Q3	$35K	Hold	2,605	–	–	0.06%	76
2016 Q2	$34K	Buy	+2,605	New	+$39.8K	0.06%	129

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

J. Safra Asset Management's UBS Position: Q2 2026 in Review

J. Safra Asset Management increased its UBS Group (UBS) stake by 187% in Q2 2026, buying an estimated $794K and bringing the position to 26,778 shares worth $1.33M. The position accounts for 0.06% of the portfolio, ranked #97.

J. Safra Asset Management first reported a position in UBS in Q2 2016 and has held it in 4 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

J. Safra Asset Management held 26,778 shares of UBS Group worth $1.33M as of Q2 2026.
J. Safra Asset Management bought 17,438 UBS Group shares in Q2 2026, an estimated $794K.
UBS Group made up 0.06% of J. Safra Asset Management's portfolio in Q2 2026, its #97 holding.
J. Safra Asset Management first reported a position in UBS Group in Q2 2016 and has held it in 4 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.