John Overdeck’s UBS Group UBS Stock Holding History

John Overdeck’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	$23.6M	Buy	475,312 +62,657	+15%	+$2.85M	0.02%	948
2026 Q1	$16.1M	Buy	412,655 +272,125	+194%	+$11.6M	0.01%	1089
2025 Q4	$6.51M	Buy	+140,530	New	+$5.68M	0.01%	1466
2020 Q3	–	Sell	-759,224	Closed	-$8.76M	–	3572
2020 Q2	$8.76M	Buy	+759,224	New	+$7.82M	0.04%	436
2019 Q3	–	Sell	-128,378	Closed	-$1.52M	–	3812
2019 Q2	$1.52M	Buy	+128,378	New	+$1.57M	0.01%	1620
2017 Q4	–	Sell	-18,678	Closed	-$320K	–	3462
2017 Q3	$320K	Buy	+18,678	New	+$319K	﹤0.01%	2381
2016 Q1	–	Sell	-20,648	Closed	-$400K	–	3142
2015 Q4	$400K	Buy	+20,648	New	+$403K	﹤0.01%	2094
2015 Q1	–	Sell	-34,766	Closed	-$593K	–	2867
2014 Q4	$593K	Buy	+34,766	New	+$595K	﹤0.01%	1641

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

John Overdeck's UBS Position: Q2 2026 in Review

John Overdeck increased its UBS Group (UBS) stake by 15% in Q2 2026, buying an estimated $2.85M and bringing the position to 475,312 shares worth $23.6M. The position accounts for 0.02% of the portfolio, ranked #948.

John Overdeck first reported a position in UBS in Q4 2014 and has held it in 8 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

John Overdeck held 475,312 shares of UBS Group worth $23.6M as of Q2 2026.
John Overdeck bought 62,657 UBS Group shares in Q2 2026, an estimated $2.85M.
UBS Group made up 0.02% of John Overdeck's portfolio in Q2 2026, its #948 holding.
John Overdeck first reported a position in UBS Group in Q4 2014 and has held it in 8 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.