MGP
UBS icon

Metis Global Partners’s UBS Group UBS Stock Holding History

Metis Global 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 		$4.59M Buy
92,411
+5,950
+7% +$271K 0.1% 145
2026
Q1 		$3.31M Sell
86,461
-11,423
-12% -$489K 0.08% 207
2025
Q4 		$4.57M Sell
97,884
-11,681
-11% -$472K 0.11% 157
2025
Q3 		$4.47M Buy
109,565
+3,252
+3% +$126K 0.11% 168
2025
Q2 		$3.6M Buy
106,313
+7,833
+8% +$242K 0.09% 184
2025
Q1 		$2.99M Sell
98,480
-5,971
-6% -$199K 0.08% 215
2024
Q4 		$3.19M Buy
104,451
+5,390
+5% +$171K 0.1% 178
2024
Q3 		$3.05M Sell
99,061
-5,053
-5% -$152K 0.1% 182
2024
Q2 		$3.07M Buy
104,114
+2,278
+2% +$67.7K 0.11% 157
2024
Q1 		$3.13M Sell
101,836
-20,619
-17% -$609K 0.11% 155
2023
Q4 		$3.8M Buy
122,455
+12,667
+12% +$333K 0.15% 121
2023
Q3 		$2.72M Sell
109,788
-14,502
-12% -$339K 0.13% 149
2023
Q2 		$2.51M Sell
124,290
-6,858
-5% -$138K 0.14% 146
2023
Q1 		$2.77M Sell
131,148
-20,197
-13% -$421K 0.18% 117
2022
Q4 		$2.82M Buy
151,345
+9,357
+7% +$159K 0.25% 95
2022
Q3 		$2.08M Sell
141,988
-12,053
-8% -$193K 0.34% 57
2022
Q2 		$2.48M Buy
154,041
+69,380
+82% +$1.22M 0.4% 52
2022
Q1 		$1.66M Buy
84,661
+66,575
+368% +$1.26M 0.2% 101
2021
Q4 		$325K Buy
+18,086
New +$318K 0.09% 250

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

Metis Global Partners's UBS Position: Q2 2026 in Review

Metis Global Partners increased its UBS Group (UBS) stake by 6.9% in Q2 2026, buying an estimated $271K and bringing the position to 92,411 shares worth $4.59M. The position accounts for 0.1% of the portfolio, ranked #145.

Metis Global Partners first reported a position in UBS in Q4 2021 and has held it in 19 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Metis Global Partners held 92,411 shares of UBS Group worth $4.59M as of Q2 2026.
  • Metis Global Partners bought 5,950 UBS Group shares in Q2 2026, an estimated $271K.
  • UBS Group made up 0.1% of Metis Global Partners's portfolio in Q2 2026, its #145 holding.
  • Metis Global Partners first reported a position in UBS Group in Q4 2021 and has held it in 19 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Metis Global Partners's 13F filing for Q2 2026, filed 10 Aug 2026.