Key Capital Management
UBS icon

Key Capital Management’s UBS Group UBS Stock Holding History

Key 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
Q3 		$4.96K Buy
+103
New +$5.41K ﹤0.01% 472
2026
Q2 		– Sell
-103
Closed -$4.02K – 810
2026
Q1 		$4.02K Buy
+103
New +$4.41K ﹤0.01% 417

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Key Capital Management's UBS Position: Q3 2026 in Review

Key Capital Management opened a new position in UBS Group (UBS) in Q3 2026: 103 shares worth $4.96K. The stake represents ﹤0.01% of the portfolio and ranks #472 among its holdings. This is a return to the name: Key Capital Management previously reported a position in UBS as recently as Q1 2026.

Key Capital Management first reported a position in UBS in Q1 2026 and has held it in 2 quarters since. 641 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Key Capital Management held 103 shares of UBS Group worth $4.96K as of Q3 2026.
  • UBS Group was a new Key Capital Management position in Q3 2026.
  • UBS Group made up ﹤0.01% of Key Capital Management's portfolio in Q3 2026, its #472 holding.
  • Key Capital Management first reported a position in UBS Group in Q1 2026 and has held it in 2 quarters since.
  • 641 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.