Keel Point’s UBS Group UBS Stock Holding History

Keel Point’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	$328K	Buy	+6,613	New	+$301K	0.02%	363
2026 Q1	–	Sell	-8,783	Closed	-$407K	–	562
2025 Q4	$407K	Sell	8,783 -533	-6%	-$21.5K	0.02%	343
2025 Q3	$382K	Sell	9,316 -172	-2%	-$6.68K	0.02%	361
2025 Q2	$321K	Buy	9,488 +346	+4%	+$10.7K	0.02%	384
2025 Q1	$279K	Sell	9,142 -85	-0.9%	-$2.83K	0.02%	363
2024 Q4	$280K	Buy	9,227 +389	+4%	+$12.3K	0.02%	339
2024 Q3	$273K	Buy	8,838 +40	+0.5%	+$1.2K	0.02%	347
2024 Q2	$257K	Sell	8,798 -550	-6%	-$16.4K	0.02%	351
2024 Q1	$287K	Sell	9,348 -41	-0.4%	-$1.21K	0.03%	290
2023 Q4	$290K	Buy	9,389 +445	+5%	+$11.7K	0.03%	264
2023 Q3	$220K	Buy	+8,944	New	+$209K	0.03%	284

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

Keel Point's UBS Position: Q2 2026 in Review

Keel Point opened a new position in UBS Group (UBS) in Q2 2026: 6,613 shares worth $328K. The stake represents 0.02% of the portfolio and ranks #363 among its holdings. This is a return to the name: Keel Point previously reported a position in UBS as recently as Q4 2025.

Keel Point first reported a position in UBS in Q3 2023 and has held it in 11 quarters since. The position peaked at $407K in Q4 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Keel Point held 6,613 shares of UBS Group worth $328K as of Q2 2026.
UBS Group was a new Keel Point position in Q2 2026.
UBS Group made up 0.02% of Keel Point's portfolio in Q2 2026, its #363 holding.
Keel Point first reported a position in UBS Group in Q3 2023 and has held it in 11 quarters since.
Keel Point's UBS Group position peaked at $407K in Q4 2025.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.