Millennium Management’s UBS Group UBS Stock Holding History

Millennium 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	$28.9M	Buy	721,900 +217,800	+43%	+$9.92M	0.01%	1294
2026 Q1	$15.7M	Sell	504,100 -160,500	-24%	-$6.87M	0.01%	1751
2025 Q4	$26.8M	Buy	664,600 +37,000	+6%	+$1.49M	0.01%	1284
2025 Q3	$22.9M	Sell	627,600 -55,100	-8%	-$2.14M	0.01%	1527
2025 Q2	$19.2M	Buy	682,700 +404,800	+146%	+$12.5M	0.01%	1607
2025 Q1	$7.85M	Sell	277,900 -287,100	-51%	-$9.57M	﹤0.01%	2422
2024 Q4	$15.8M	Sell	565,000 -494,100	-47%	-$15.7M	0.01%	1724
2024 Q3	$27.6M	Buy	1,059,100 +335,500	+46%	+$10.1M	0.01%	1270
2024 Q2	$19.1M	Buy	723,600 +543,800	+302%	+$16.2M	0.01%	1534
2024 Q1	$4.99M	Sell	179,800 -1,464,900	-89%	-$43.3M	﹤0.01%	2869
2023 Q4	$42.9M	Buy	1,644,700 +344,700	+27%	+$9.07M	0.02%	905
2023 Q3	$29.5M	Buy	+1,300,000	New	+$30.4M	0.01%	1104
2023 Q1	–	Sell	-300,000	Closed	-$5.16M	–	6881
2022 Q4	$5.16M	Sell	300,000 -500,700	-63%	-$8.52M	﹤0.01%	2777
2022 Q3	$11.6M	Buy	800,700 +400,700	+100%	+$6.41M	0.01%	1954
2022 Q2	$6.16M	Buy	+400,000	New	+$7.01M	﹤0.01%	2579

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

Millennium Management's UBS Position: Q2 2026 in Review

Millennium Management reduced its UBS Group (UBS) stake by 67% in Q2 2026, selling an estimated $15.4M and leaving 165,363 shares worth $8.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2499.

Millennium Management first reported a position in UBS in Q4 2014 and has held it in 35 quarters since. The position peaked at $28.1M in Q3 2017. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Millennium Management held 165,363 shares of UBS Group worth $8.2M as of Q2 2026.
Millennium Management sold 339,181 UBS Group shares in Q2 2026, an estimated $15.4M.
UBS Group made up ﹤0.01% of Millennium Management's portfolio in Q2 2026, its #2499 holding.
Millennium Management first reported a position in UBS Group in Q4 2014 and has held it in 35 quarters since.
Millennium Management's UBS Group position peaked at $28.1M in Q3 2017.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

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