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Levin Capital Strategies’s UBS Group UBS Stock Holding History

Levin Capital Strategies’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
2024
Q2 		– Sell
-20,000
Closed -$614K – 273
2024
Q1 		$614K Buy
+20,000
New +$591K 0.06% 121

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

Levin Capital Strategies's UBS Position: Q2 2026 in Review

Levin Capital Strategies reduced its UBS Group (UBS) stake by 1.4% in Q2 2026, selling an estimated $396K and leaving 624,785 shares worth $31M. The position accounts for 2.08% of the portfolio, ranked #11.

Levin Capital Strategies first reported a position in UBS in Q4 2022 and has held it in 15 quarters since. The position peaked at $35.7M in Q4 2023. 382 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Levin Capital Strategies held 624,785 shares of UBS Group worth $31M as of Q2 2026.
  • Levin Capital Strategies sold 8,702 UBS Group shares in Q2 2026, an estimated $396K.
  • UBS Group made up 2.08% of Levin Capital Strategies's portfolio in Q2 2026, its #11 holding.
  • Levin Capital Strategies first reported a position in UBS Group in Q4 2022 and has held it in 15 quarters since.
  • Levin Capital Strategies's UBS Group position peaked at $35.7M in Q4 2023.
  • 382 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Levin Capital Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.