Lighthouse Investment Partners’s UBS Group UBS Stock Holding History

Lighthouse 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 Q1	–	Sell	-222,920	Closed	-$10.3M	–	1068
2025 Q4	$10.3M	Buy	222,920 +76,579	+52%	+$3.09M	0.31%	86
2025 Q3	$6M	Buy	+146,341	New	+$5.68M	0.18%	159
2024 Q3	–	Sell	-7,440	Closed	-$220K	–	565
2024 Q2	$220K	Buy	+7,440	New	+$221K	0.01%	376

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Lighthouse Investment Partners's UBS Position: Q1 2026 in Review

Lighthouse Investment Partners sold out of UBS Group (UBS) in Q1 2026, closing a stake of 222,920 shares — an estimated $10.3M sold.

Lighthouse Investment Partners first reported a position in UBS in Q2 2024 and held it in 3 quarters. The position peaked at $10.3M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Lighthouse Investment Partners reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
Lighthouse Investment Partners sold 222,920 UBS Group shares in Q1 2026, an estimated $10.3M.
Lighthouse Investment Partners first reported a position in UBS Group in Q2 2024 and held it in 3 quarters.
Lighthouse Investment Partners's UBS Group position peaked at $10.3M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Lighthouse Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.