Lavaca Capital’s UBS Group UBS Stock Holding History

Lavaca Capital’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	$88.4K	Buy	1,784 +1,324	+288%	+$60.3K	0.01%	164
2026 Q1	$18K	Hold	460	–	–	﹤0.01%	224
2025 Q4	$21.3K	Hold	460	–	–	﹤0.01%	217
2025 Q3	$18.9K	Hold	460	–	–	﹤0.01%	215
2025 Q2	$15.6K	Hold	460	–	–	0.01%	219
2025 Q1	$14.1K	Hold	460	–	–	0.01%	209
2024 Q4	$13.9K	Buy	+460	New	+$14.6K	0.01%	266
2019 Q2	–	Sell	-2,876	Closed	-$35K	–	335
2019 Q1	$35K	Hold	2,876	–	–	0.03%	179
2018 Q4	$36K	Buy	+2,876	New	+$39K	0.04%	148

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

Lavaca Capital's UBS Position: Q2 2026 in Review

Lavaca Capital increased its UBS Group (UBS) stake by 288% in Q2 2026, buying an estimated $60.3K and bringing the position to 1,784 shares worth $88.4K. The position accounts for 0.01% of the portfolio, ranked #164.

Lavaca Capital first reported a position in UBS in Q4 2018 and has held it in 9 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Lavaca Capital held 1,784 shares of UBS Group worth $88.4K as of Q2 2026.
Lavaca Capital bought 1,324 UBS Group shares in Q2 2026, an estimated $60.3K.
UBS Group made up 0.01% of Lavaca Capital's portfolio in Q2 2026, its #164 holding.
Lavaca Capital first reported a position in UBS Group in Q4 2018 and has held it in 9 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.