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

Other funds holding UBS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Key Capital Management sold out of UBS Group (UBS) in Q2 2026, closing a stake of 103 shares — an estimated $4.02K sold.

Key Capital Management first reported a position in UBS in Q1 2026 and held it in 1 quarter. The position peaked at $4.02K in Q1 2026. 378 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Key Capital Management reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • Key Capital Management sold 103 UBS Group shares in Q2 2026, an estimated $4.02K.
  • Key Capital Management first reported a position in UBS Group in Q1 2026 and held it in 1 quarter.
  • Key Capital Management's UBS Group position peaked at $4.02K in Q1 2026.
  • 378 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.