Life Cycle Investment Partners’s UBS Group UBS Stock Holding History

Life Cycle Investment Partners’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	$101M	Buy	2,031,327 +312,308	+18%	+$14.2M	0.47%	45
2026 Q1	$52.8M	Buy	1,719,019 +207,002	+14%	+$8.86M	0.34%	66
2025 Q4	$55.9M	Buy	+1,512,017	New	+$61.1M	0.39%	40

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

Life Cycle Investment Partners's UBS Position: Q2 2026 in Review

Life Cycle Investment Partners increased its UBS Group (UBS) stake by 18% in Q2 2026, buying an estimated $14.2M and bringing the position to 2,031,327 shares worth $101M. The position accounts for 0.47% of the portfolio, ranked #45.

Life Cycle Investment Partners first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Life Cycle Investment Partners held 2,031,327 shares of UBS Group worth $101M as of Q2 2026.
Life Cycle Investment Partners bought 312,308 UBS Group shares in Q2 2026, an estimated $14.2M.
UBS Group made up 0.47% of Life Cycle Investment Partners's portfolio in Q2 2026, its #45 holding.
Life Cycle Investment Partners first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Life Cycle Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.