Magnetar Financial’s UBS Group UBS Stock Holding History

Magnetar Financial’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	-8,330	Closed	-$386K	–	1411
2025 Q4	$386K	Buy	+8,330	New	+$337K	﹤0.01%	612
2022 Q1	–	Sell	-19,410	Closed	-$347K	–	1537
2021 Q4	$347K	Buy	+19,410	New	+$342K	﹤0.01%	1037
2021 Q3	–	Sell	-108,935	Closed	-$1.67K	–	1529
2021 Q2	$1.67K	Buy	108,935 +33,037	+44%	+$522K	0.02%	608
2021 Q1	$1.18M	Buy	+75,898	New	+$1.17M	0.01%	672
2018 Q2	–	Sell	-30,040	Closed	-$531K	–	691
2018 Q1	$531K	Buy	+30,040	New	+$571K	0.01%	328
2016 Q3	–	Sell	-48,727	Closed	-$632K	–	608
2016 Q2	$632K	Buy	+48,727	New	+$745K	0.01%	200

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

Magnetar Financial's UBS Position: Q1 2026 in Review

Magnetar Financial sold out of UBS Group (UBS) in Q1 2026, closing a stake of 8,330 shares — an estimated $386K sold.

Magnetar Financial first reported a position in UBS in Q2 2016 and held it in 6 quarters. The position peaked at $1.18M in Q1 2021. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Magnetar Financial reported no remaining UBS Group position as of Q1 2026 after selling out during the quarter.
Magnetar Financial sold 8,330 UBS Group shares in Q1 2026, an estimated $386K.
Magnetar Financial first reported a position in UBS Group in Q2 2016 and held it in 6 quarters.
Magnetar Financial's UBS Group position peaked at $1.18M in Q1 2021.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Magnetar Financial's 13F filing for Q1 2026, filed 13 May 2026.