LGT Fund Management’s UBS Group UBS Stock Holding History

LGT Fund Management’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	$18.6M	Sell	376,123 -39,389	-9%	-$1.79M	0.78%	25
2026 Q1	$16M	Buy	415,512 +121,228	+41%	+$5.19M	0.69%	28
2025 Q4	$13.7M	Buy	294,284 +15,184	+5%	+$613K	1.08%	19
2025 Q3	$11.3M	Buy	279,100 +35,064	+14%	+$1.36M	0.91%	25
2025 Q2	$8.26M	Sell	244,036 -97,461	-29%	-$3.02M	0.72%	35
2025 Q1	$10.4M	Buy	341,497 +66,606	+24%	+$2.22M	0.94%	29
2024 Q4	$8.4M	Buy	274,891 +36,038	+15%	+$1.14M	0.73%	38
2024 Q3	$7.4M	Buy	238,853 +37,123	+18%	+$1.12M	0.77%	40
2024 Q2	$5.96M	Buy	201,730 +162,342	+412%	+$4.83M	0.74%	38
2024 Q1	$1.21M	Buy	39,388 +26,188	+198%	+$774K	0.5%	57
2023 Q4	$407K	Hold	13,200	–	–	0.17%	89
2023 Q3	$323K	Sell	13,200 -10,000	-43%	-$234K	0.16%	86
2023 Q2	$469K	Sell	23,200 -13,300	-36%	-$267K	0.22%	78
2023 Q1	$770K	Buy	+36,500	New	+$761K	0.33%	71

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

LGT Fund Management's UBS Position: Q2 2026 in Review

LGT Fund Management reduced its UBS Group (UBS) stake by 9.5% in Q2 2026, selling an estimated $1.79M and leaving 376,123 shares worth $18.6M. The position accounts for 0.78% of the portfolio, ranked #25.

LGT Fund Management first reported a position in UBS in Q1 2023 and has held it in 14 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

LGT Fund Management held 376,123 shares of UBS Group worth $18.6M as of Q2 2026.
LGT Fund Management sold 39,389 UBS Group shares in Q2 2026, an estimated $1.79M.
UBS Group made up 0.78% of LGT Fund Management's portfolio in Q2 2026, its #25 holding.
LGT Fund Management first reported a position in UBS Group in Q1 2023 and has held it in 14 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on LGT Fund Management's 13F filing for Q2 2026, filed 10 Aug 2026.