Leuthold Group’s UBS Group UBS Stock Holding History

Leuthold 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	$594K	Hold	11,983	–	–	0.06%	189
2026 Q1	$468K	Sell	11,983 -358	-3%	-$15.3K	0.05%	175
2025 Q4	$572K	Buy	12,341 +18	+0.1%	+$727	0.06%	156
2025 Q3	$505K	Hold	12,323	–	–	0.06%	153
2025 Q2	$417K	Hold	12,323	–	–	0.05%	167
2025 Q1	$377K	Sell	12,323 -419	-3%	-$14K	0.05%	177
2024 Q4	$386K	Sell	12,742 -315	-2%	-$9.98K	0.05%	168
2024 Q3	$404K	Sell	13,057 -327	-2%	-$9.83K	0.04%	146
2024 Q2	$395K	Buy	13,384 +5,669	+73%	+$169K	0.05%	144
2024 Q1	$237K	Buy	+7,715	New	+$228K	0.03%	171
2022 Q4	–	Sell	-175,340	Closed	-$2.54M	–	210
2022 Q3	$2.54M	Sell	175,340 -72,846	-29%	-$1.17M	0.38%	103
2022 Q2	$4.03M	Sell	248,186 -158,400	-39%	-$2.78M	0.57%	64
2022 Q1	$7.95M	Sell	406,586 -1,548	-0.4%	-$29.3K	1.02%	25
2021 Q4	$7.29M	Sell	408,134 -9,856	-2%	-$174K	0.85%	35
2021 Q3	$6.66M	Buy	417,990 +1,244	+0.3%	+$20.1K	0.82%	34
2021 Q2	$6.39M	Sell	416,746 -7,653	-2%	-$121K	0.78%	39
2021 Q1	$6.59M	Sell	424,399 -38,047	-8%	-$585K	0.83%	33
2020 Q4	$6.53M	Buy	462,446 +63,382	+16%	+$839K	0.86%	36
2020 Q3	$4.45M	Sell	399,064 -3,026	-0.8%	-$36.3K	0.61%	57
2020 Q2	$4.64M	Buy	+402,090	New	+$4.14M	0.69%	54

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

Leuthold Group's UBS Position: Q2 2026 in Review

Leuthold Group held its UBS Group (UBS) position steady in Q2 2026 at 11,983 shares worth $594K. The position accounts for 0.06% of the portfolio, ranked #189.

Leuthold Group first reported a position in UBS in Q2 2020 and has held it in 20 quarters since. The position peaked at $7.95M in Q1 2022. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Leuthold Group held 11,983 shares of UBS Group worth $594K as of Q2 2026.
Leuthold Group left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.06% of Leuthold Group's portfolio in Q2 2026, its #189 holding.
Leuthold Group first reported a position in UBS Group in Q2 2020 and has held it in 20 quarters since.
Leuthold Group's UBS Group position peaked at $7.95M in Q1 2022.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.