Liontrust Investment Partners’s UBS Group UBS Stock Holding History

Liontrust 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	-2,233,585	Closed	-$104M	–	240
2025 Q4	$104M	Sell	2,233,585 -25,733	-1%	-$1.04M	1.55%	21
2025 Q3	$92.3M	Buy	2,259,318 +130,424	+6%	+$5.07M	1.35%	31
2025 Q2	$71.8M	Buy	+2,128,894	New	+$65.9M	1.03%	41
2025 Q1	–	Sell	-2,615,450	Closed	-$80M	–	267
2024 Q4	$80M	Buy	2,615,450 +77,723	+3%	+$2.46M	1.16%	36
2024 Q3	$74.7M	Hold	2,537,727	–	–	1.06%	37
2024 Q2	$74.7M	Buy	2,537,727 +142,982	+6%	+$4.25M	1.06%	37
2024 Q1	$66.4M	Buy	+2,394,745	New	+$70.7M	0.93%	39

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

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

Liontrust Investment Partners sold out of UBS Group (UBS) in Q1 2026, closing a stake of 2,233,585 shares — an estimated $104M sold.

Liontrust Investment Partners first reported a position in UBS in Q1 2024 and held it in 7 quarters. The position peaked at $104M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Liontrust Investment Partners reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
Liontrust Investment Partners sold 2,233,585 UBS Group shares in Q1 2026, an estimated $104M.
Liontrust Investment Partners first reported a position in UBS Group in Q1 2024 and held it in 7 quarters.
Liontrust Investment Partners's UBS Group position peaked at $104M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

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