Kayne Anderson Rudnick Investment Management’s UBS Group UBS Stock Holding History

Kayne Anderson Rudnick Investment 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	$3.72K	Buy	75 +10	+15%	+$455	﹤0.01%	814
2026 Q1	$2.54K	Hold	65	–	–	﹤0.01%	774
2025 Q4	$3.01K	Hold	65	–	–	﹤0.01%	782
2025 Q3	$2.67K	Hold	65	–	–	﹤0.01%	804
2025 Q2	$2.2K	Hold	65	–	–	﹤0.01%	833
2025 Q1	$1.99K	Hold	65	–	–	﹤0.01%	798
2024 Q4	$1.97K	Hold	65	–	–	﹤0.01%	828
2024 Q3	$2.01K	Hold	65	–	–	﹤0.01%	811
2024 Q2	$1.92K	Sell	65 -329	-84%	-$9.78K	﹤0.01%	783
2024 Q1	$12.1K	Buy	394 +329	+506%	+$9.72K	﹤0.01%	621
2023 Q4	$2.01K	Buy	65 +17	+35%	+$447	﹤0.01%	749
2023 Q3	$1.18K	Hold	48	–	–	﹤0.01%	729
2023 Q2	$973	Buy	+48	New	+$965	﹤0.01%	748
2017 Q2	–	Sell	-182,985	Closed	-$2.92M	–	343
2017 Q1	$2.92M	Buy	+182,985	New	+$2.94M	0.03%	222

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

Kayne Anderson Rudnick Investment Management's UBS Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its UBS Group (UBS) stake by 15% in Q2 2026, buying an estimated $455 and bringing the position to 75 shares worth $3.72K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Kayne Anderson Rudnick Investment Management first reported a position in UBS in Q1 2017 and has held it in 14 quarters since. The position peaked at $2.92M in Q1 2017. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 75 shares of UBS Group worth $3.72K as of Q2 2026.
Kayne Anderson Rudnick Investment Management bought 10 UBS Group shares in Q2 2026, an estimated $455.
UBS Group made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #814 holding.
Kayne Anderson Rudnick Investment Management first reported a position in UBS Group in Q1 2017 and has held it in 14 quarters since.
Kayne Anderson Rudnick Investment Management's UBS Group position peaked at $2.92M in Q1 2017.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.