LGT Group Foundation
UBS icon

LGT Group Foundation’s UBS Group UBS Stock Holding History

LGT Group Foundation’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 		$162M Sell
3,276,919
-162,498
-5% -$7.4M 1.84% 13
2026
Q1 		$132M Sell
3,439,417
-232,985
-6% -$9.97M 1.61% 17
2025
Q4 		$171M Buy
3,672,402
+427,939
+13% +$17.3M 1.86% 14
2025
Q3 		$131M Buy
3,244,463
+303,120
+10% +$11.8M 1.51% 16
2025
Q2 		$99.6M Sell
2,941,343
-339,663
-10% -$10.5M 1.25% 19
2025
Q1 		$99.7M Buy
3,281,006
+246,651
+8% +$8.23M 1.37% 17
2024
Q4 		$92.7M Sell
3,034,355
-1,326,268
-30% -$42M 1.44% 17
2024
Q3 		$133M Buy
4,360,623
+930,892
+27% +$28M 2.18% 10
2024
Q2 		$101M Buy
3,429,731
+594,347
+21% +$17.7M 1.6% 13
2024
Q1 		$87.1M Buy
2,835,384
+2,506,817
+763% +$74.1M 2.06% 12
2023
Q4 		$10.1M Sell
328,567
-75,544
-19% -$1.99M 0.22% 98
2023
Q3 		$9.9M Sell
404,111
-157,078
-28% -$3.67M 0.24% 89
2023
Q2 		$11.3M Buy
561,189
+171,758
+44% +$3.45M 0.27% 89
2023
Q1 		$8.21M Sell
389,431
-283,452
-42% -$5.91M 0.24% 99
2022
Q4 		$12.5M Buy
672,883
+36,359
+6% +$618K 0.39% 71
2022
Q3 		$9.34M Buy
636,524
+26,100
+4% +$418K 0.36% 66
2022
Q2 		$9.84M Buy
610,424
+31,542
+5% +$553K 0.3% 83
2022
Q1 		$11.4M Sell
578,882
-170,230
-23% -$3.22M 0.27% 85
2021
Q4 		$13.5M Buy
+749,112
New +$13.2M 0.35% 73

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
Cevian Capital II
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

LGT Group Foundation's UBS Position: Q2 2026 in Review

LGT Group Foundation reduced its UBS Group (UBS) stake by 4.7% in Q2 2026, selling an estimated $7.4M and leaving 3,276,919 shares worth $162M. The position accounts for 1.84% of the portfolio, ranked #13.

LGT Group Foundation first reported a position in UBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $171M in Q4 2025. 768 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • LGT Group Foundation held 3,276,919 shares of UBS Group worth $162M as of Q2 2026.
  • LGT Group Foundation sold 162,498 UBS Group shares in Q2 2026, an estimated $7.4M.
  • UBS Group made up 1.84% of LGT Group Foundation's portfolio in Q2 2026, its #13 holding.
  • LGT Group Foundation first reported a position in UBS Group in Q4 2021 and has held it in 19 quarters since.
  • LGT Group Foundation's UBS Group position peaked at $171M in Q4 2025.
  • 768 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

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