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 Q2	$122M	Buy	+2,458,659	New	+$112M	1.79%	12
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 $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

Liontrust Investment Partners's UBS Position: Q2 2026 in Review

Liontrust Investment Partners opened a new position in UBS Group (UBS) in Q2 2026: 2,458,659 shares worth $122M. The stake represents 1.79% of the portfolio and ranks #12 among its holdings. This is a return to the name: Liontrust Investment Partners previously reported a position in UBS as recently as Q4 2025.

Liontrust Investment Partners first reported a position in UBS in Q1 2024 and has held it in 8 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Liontrust Investment Partners held 2,458,659 shares of UBS Group worth $122M as of Q2 2026.
UBS Group was a new Liontrust Investment Partners position in Q2 2026.
UBS Group made up 1.79% of Liontrust Investment Partners's portfolio in Q2 2026, its #12 holding.
Liontrust Investment Partners first reported a position in UBS Group in Q1 2024 and has held it in 8 quarters since.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Liontrust Investment Partners's 13F filing for Q2 2026, filed 18 Aug 2026.