Joel Greenblatt’s UBS Group UBS Stock Holding History

Joel Greenblatt’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	$298K	Hold	6,021	–	–	﹤0.01%	1653
2026 Q1	$235K	Sell	6,021 -140	-2%	-$5.99K	﹤0.01%	1656
2025 Q4	$285K	Buy	+6,161	New	+$249K	﹤0.01%	1577

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

Joel Greenblatt's UBS Position: Q2 2026 in Review

Joel Greenblatt held its UBS Group (UBS) position steady in Q2 2026 at 6,021 shares worth $298K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Joel Greenblatt first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Joel Greenblatt held 6,021 shares of UBS Group worth $298K as of Q2 2026.
Joel Greenblatt left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1653 holding.
Joel Greenblatt first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.