KeyBank National Association’s UBS Group UBS Stock Holding History

KeyBank National Association’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	$2.29M	Buy	46,204 +19,086	+70%	+$869K	0.01%	463
2026 Q1	$1.06M	Buy	27,118 +12,655	+87%	+$542K	﹤0.01%	586
2025 Q4	$670K	Buy	14,463 +5,121	+55%	+$207K	﹤0.01%	693
2025 Q3	$383K	Buy	9,342 +1,909	+26%	+$74.1K	﹤0.01%	907
2025 Q2	$251K	Buy	7,433 +464	+7%	+$14.4K	﹤0.01%	1045
2025 Q1	$213K	Sell	6,969 -484	-6%	-$16.1K	﹤0.01%	1081
2024 Q4	$226K	Sell	7,453 -825	-10%	-$26.1K	﹤0.01%	1078
2024 Q3	$256K	Sell	8,278 -176	-2%	-$5.29K	﹤0.01%	1031
2024 Q2	$250K	Buy	+8,454	New	+$251K	﹤0.01%	984
2017 Q2	–	Sell	-10,343	Closed	-$165K	–	1149
2017 Q1	$165K	Buy	+10,343	New	+$166K	﹤0.01%	1099
2016 Q3	–	Sell	-43,199	Closed	-$560K	–	1175
2016 Q2	$560K	Sell	43,199 -9,254	-18%	-$141K	﹤0.01%	743
2016 Q1	$840K	Buy	52,453 +40,422	+336%	+$656K	0.01%	606
2015 Q4	$233K	Sell	12,031 -3,902	-24%	-$76.1K	﹤0.01%	1024
2015 Q3	$295K	Buy	+15,933	New	+$338K	﹤0.01%	949

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

KeyBank National Association's UBS Position: Q2 2026 in Review

KeyBank National Association increased its UBS Group (UBS) stake by 70% in Q2 2026, buying an estimated $869K and bringing the position to 46,204 shares worth $2.29M. The position accounts for 0.01% of the portfolio, ranked #463.

KeyBank National Association first reported a position in UBS in Q3 2015 and has held it in 14 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

KeyBank National Association held 46,204 shares of UBS Group worth $2.29M as of Q2 2026.
KeyBank National Association bought 19,086 UBS Group shares in Q2 2026, an estimated $869K.
UBS Group made up 0.01% of KeyBank National Association's portfolio in Q2 2026, its #463 holding.
KeyBank National Association first reported a position in UBS Group in Q3 2015 and has held it in 14 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on KeyBank National Association's 13F filing for Q2 2026, filed 28 Jul 2026.