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Kilter Group’s UBS Group UBS Stock Holding History

Kilter Group’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 		$20.8K Buy
420
+410
+4,100% +$18.7K 0.01% 280
2026
Q1 		$391 Sell
10
-4
-29% -$171 ﹤0.01% 1401
2025
Q4 		$649 Sell
14
-38
-73% -$1.53K ﹤0.01% 1155
2025
Q3 		$2.13K Buy
52
+29
+126% +$1.13K ﹤0.01% 641
2025
Q2 		$778 Buy
+23
New +$712 ﹤0.01% 884

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Kilter Group's UBS Position: Q2 2026 in Review

Kilter Group increased its UBS Group (UBS) stake by 4,100% in Q2 2026, buying an estimated $18.7K and bringing the position to 420 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #280.

Kilter Group first reported a position in UBS in Q2 2025 and has held it in 5 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Kilter Group held 420 shares of UBS Group worth $20.8K as of Q2 2026.
  • Kilter Group bought 410 UBS Group shares in Q2 2026, an estimated $18.7K.
  • UBS Group made up 0.01% of Kilter Group's portfolio in Q2 2026, its #280 holding.
  • Kilter Group first reported a position in UBS Group in Q2 2025 and has held it in 5 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.