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MAI Capital Management’s UBS Group UBS Stock Holding History

MAI Capital Management’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 		$584K Buy
11,778
+10,104
+604% +$460K ﹤0.01% 1229
2026
Q1 		$65.4K Buy
1,674
+875
+110% +$37.4K ﹤0.01% 2074
2025
Q4 		$37K Buy
799
+179
+29% +$7.23K ﹤0.01% 2188
2025
Q3 		$25.4K Sell
620
-3,756
-86% -$146K ﹤0.01% 2295
2025
Q2 		$148K Buy
4,376
+4,045
+1,222% +$125K ﹤0.01% 1313
2025
Q1 		$10.1K Buy
331
+210
+174% +$7K ﹤0.01% 2473
2024
Q4 		$3.67K Buy
+121
New +$3.83K ﹤0.01% 2874
2024
Q3 		– Sell
-31,641
Closed -$935K – 1241
2024
Q2 		$935K Sell
31,641
-2,538
-7% -$75.4K 0.01% 623
2024
Q1 		$1.05M Sell
34,179
-57
-0.2% -$1.68K 0.01% 563
2023
Q4 		$1.06M Buy
34,236
+2,893
+9% +$76.1K 0.01% 449
2023
Q3 		$773K Buy
31,343
+2,664
+9% +$62.2K 0.01% 494
2023
Q2 		$581K Buy
28,679
+17,243
+151% +$347K 0.01% 572
2023
Q1 		$244K Buy
+11,436
New +$239K ﹤0.01% 878
2019
Q2 		– Sell
-12,139
Closed -$147K – 564
2019
Q1 		$147K Sell
12,139
-1,095
-8% -$13.9K 0.01% 451
2018
Q4 		$164K Buy
13,234
+1,458
+12% +$19.8K 0.01% 416
2018
Q3 		$185K Sell
11,776
-9
-0.1% -$141 0.01% 454
2018
Q2 		$181K Buy
11,785
+180
+2% +$2.93K 0.01% 455
2018
Q1 		$205K Hold
11,605
– – 0.01% 426
2017
Q4 		$213K Hold
11,605
– – 0.01% 438
2017
Q3 		$198K Hold
11,605
– – 0.01% 422
2017
Q2 		$197K Buy
+11,605
New +$189K 0.01% 424

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

MAI Capital Management's UBS Position: Q2 2026 in Review

MAI Capital Management increased its UBS Group (UBS) stake by 604% in Q2 2026, buying an estimated $460K and bringing the position to 11,778 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

MAI Capital Management first reported a position in UBS in Q2 2017 and has held it in 21 quarters since. The position peaked at $1.06M in Q4 2023. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • MAI Capital Management held 11,778 shares of UBS Group worth $584K as of Q2 2026.
  • MAI Capital Management bought 10,104 UBS Group shares in Q2 2026, an estimated $460K.
  • UBS Group made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1229 holding.
  • MAI Capital Management first reported a position in UBS Group in Q2 2017 and has held it in 21 quarters since.
  • MAI Capital Management's UBS Group position peaked at $1.06M in Q4 2023.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.