J. Safra Sarasin Holding’s UBS Group UBS Stock Holding History

J. Safra Sarasin Holding’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	$43.3M	Buy	1,104,367 +17,759	+2%	+$809K	0.62%	49
2026 Q1	$41.5M	Sell	1,086,608 -34,011	-3%	-$1.46M	0.71%	45
2025 Q4	$52.3M	Sell	1,120,619 -593,915	-35%	-$24M	0.85%	39
2025 Q3	$70.1M	Sell	1,714,534 -52,001	-3%	-$2.02M	1.13%	21
2025 Q2	$59.6M	Sell	1,766,535 -255,545	-13%	-$7.91M	1.03%	30
2025 Q1	$61.5M	Sell	2,022,080 -1,935,848	-49%	-$64.6M	1.11%	30
2024 Q4	$121M	Buy	3,957,928 +2,204,855	+126%	+$69.9M	2.05%	7
2024 Q3	$54.2M	Buy	1,753,073 +1,015,595	+138%	+$30.5M	0.94%	39
2024 Q2	$21.7M	Buy	+737,478	New	+$21.9M	0.4%	72

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 Sarasin Holding's UBS Position: Q2 2026 in Review

J. Safra Sarasin Holding increased its UBS Group (UBS) stake by 1.6% in Q2 2026, buying an estimated $809K and bringing the position to 1,104,367 shares worth $43.3M. The position accounts for 0.62% of the portfolio, ranked #49.

J. Safra Sarasin Holding first reported a position in UBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $121M in Q4 2024. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

J. Safra Sarasin Holding held 1,104,367 shares of UBS Group worth $43.3M as of Q2 2026.
J. Safra Sarasin Holding bought 17,759 UBS Group shares in Q2 2026, an estimated $809K.
UBS Group made up 0.62% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #49 holding.
J. Safra Sarasin Holding first reported a position in UBS Group in Q2 2024 and has held it in 9 quarters since.
J. Safra Sarasin Holding's UBS Group position peaked at $121M in Q4 2024.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.