Kathmere Capital Management’s UBS Group UBS Stock Holding History

Kathmere Capital 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	$1.96M	Buy	39,599 +2,794	+8%	+$127K	0.1%	145
2026 Q1	$1.44M	Buy	36,805 +1,635	+5%	+$70K	0.09%	156
2025 Q4	$1.63M	Buy	35,170 +171	+0.5%	+$6.91K	0.11%	129
2025 Q3	$1.43M	Buy	34,999 +2,030	+6%	+$78.8K	0.1%	134
2025 Q2	$1.12M	Sell	32,969 -2,727	-8%	-$84.4K	0.09%	159
2025 Q1	$1.09M	Buy	35,696 +949	+3%	+$31.6K	0.09%	136
2024 Q4	$1.05M	Buy	34,747 +1,309	+4%	+$41.5K	0.09%	138
2024 Q3	$1.03M	Sell	33,438 -529	-2%	-$15.9K	0.1%	125
2024 Q2	$1M	Sell	33,967 -685	-2%	-$20.4K	0.11%	114
2024 Q1	$1.06M	Buy	34,652 +1,346	+4%	+$39.8K	0.12%	97
2023 Q4	$1.03M	Buy	33,306 +1,196	+4%	+$31.5K	0.13%	84
2023 Q3	$792K	Buy	32,110 +4,876	+18%	+$114K	0.12%	98
2023 Q2	$552K	Buy	27,234 +986	+4%	+$19.8K	0.09%	108
2023 Q1	$560K	Buy	26,248 +5,076	+24%	+$106K	0.09%	108
2022 Q4	$395K	Buy	+21,172	New	+$360K	0.07%	115
2021 Q1	–	Sell	-25	Closed	–	–	387
2020 Q4	$0	Hold	25	–	–	﹤0.01%	444
2020 Q3	$0	Buy	+25	New	+$300	﹤0.01%	397

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

Kathmere Capital Management's UBS Position: Q2 2026 in Review

Kathmere Capital Management increased its UBS Group (UBS) stake by 7.6% in Q2 2026, buying an estimated $127K and bringing the position to 39,599 shares worth $1.96M. The position accounts for 0.1% of the portfolio, ranked #145.

Kathmere Capital Management first reported a position in UBS in Q3 2020 and has held it in 17 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Kathmere Capital Management held 39,599 shares of UBS Group worth $1.96M as of Q2 2026.
Kathmere Capital Management bought 2,794 UBS Group shares in Q2 2026, an estimated $127K.
UBS Group made up 0.1% of Kathmere Capital Management's portfolio in Q2 2026, its #145 holding.
Kathmere Capital Management first reported a position in UBS Group in Q3 2020 and has held it in 17 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.