Karl Kapital’s UBS Group UBS Stock Holding History

Karl Kapital’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	–	Sell	-88,866	Closed	-$3.47M	–	31
2026 Q1	$3.47M	Buy	+88,866	New	+$3.8M	2.41%	21

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

Karl Kapital's UBS Position: Q2 2026 in Review

Karl Kapital sold out of UBS Group (UBS) in Q2 2026, closing a stake of 88,866 shares — an estimated $3.47M sold.

Karl Kapital first reported a position in UBS in Q1 2026 and held it in 1 quarter. The position peaked at $3.47M in Q1 2026. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Karl Kapital reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
Karl Kapital sold 88,866 UBS Group shares in Q2 2026, an estimated $3.47M.
Karl Kapital first reported a position in UBS Group in Q1 2026 and held it in 1 quarter.
Karl Kapital's UBS Group position peaked at $3.47M in Q1 2026.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Karl Kapital's 13F filing for Q2 2026, filed 14 Aug 2026.