Marex Group’s UBS Group UBS Stock Holding History

Marex Group’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	$2.55M	Sell	51,382 -1,703	-3%	-$77.6K	0.01%	338
2026 Q1	$2.07M	Buy	53,085 +1,670	+3%	+$71.5K	0.01%	322
2025 Q4	$2.38M	Sell	51,415 -2,768	-5%	-$112K	0.02%	293
2025 Q3	$2.21M	Buy	+54,183	New	+$2.1M	0.02%	254
2025 Q2	–	Sell	-79,413	Closed	-$2.43M	–	920
2025 Q1	$2.43M	Buy	79,413 +17,856	+29%	+$595K	0.05%	160
2024 Q4	$1.87M	Sell	61,557 -9,499	-13%	-$301K	0.03%	169
2024 Q3	$2.2M	Sell	71,056 -1,858	-3%	-$55.8K	0.05%	139
2024 Q2	$2.15M	Sell	72,914 -50,360	-41%	-$1.5M	0.06%	153
2024 Q1	$3.79M	Sell	123,274 -29,151	-19%	-$861K	0.12%	106
2023 Q4	$4.73M	Buy	+152,425	New	+$4.01M	0.19%	100

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

Marex Group's UBS Position: Q2 2026 in Review

Marex Group reduced its UBS Group (UBS) stake by 3.2% in Q2 2026, selling an estimated $77.6K and leaving 51,382 shares worth $2.55M. The position accounts for 0.01% of the portfolio, ranked #338.

Marex Group first reported a position in UBS in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.73M in Q4 2023. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Marex Group held 51,382 shares of UBS Group worth $2.55M as of Q2 2026.
Marex Group sold 1,703 UBS Group shares in Q2 2026, an estimated $77.6K.
UBS Group made up 0.01% of Marex Group's portfolio in Q2 2026, its #338 holding.
Marex Group first reported a position in UBS Group in Q4 2023 and has held it in 10 quarters since.
Marex Group's UBS Group position peaked at $4.73M in Q4 2023.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.