Mitchell Capital Management’s UBS Group UBS Stock Holding History

Mitchell 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	$3.46M	Buy	69,781 +2,404	+4%	+$109K	0.53%	65
2026 Q1	$2.63M	Sell	67,377 -28,141	-29%	-$1.2M	0.48%	65
2025 Q4	$4.42M	Sell	95,518 -2,359	-2%	-$95.3K	0.79%	40
2025 Q3	$4.01M	Buy	97,877 +1,394	+1%	+$54.1K	0.69%	50
2025 Q2	$3.48M	Sell	96,483 -13,862	-13%	-$429K	0.65%	47
2025 Q1	$3.38M	Buy	110,345 +4,149	+4%	+$138K	0.64%	51
2024 Q4	$3.22M	Sell	106,196 -2,629	-2%	-$83.3K	0.56%	55
2024 Q3	$3.36M	Buy	108,825 +1,451	+1%	+$43.6K	0.59%	55
2024 Q2	$3.17M	Sell	107,374 -1,180	-1%	-$35.1K	0.56%	57
2024 Q1	$3.33M	Buy	108,554 +4,927	+5%	+$146K	0.64%	51
2023 Q4	$3.2M	Sell	103,627 -2,547	-2%	-$67K	0.67%	53
2023 Q3	$2.62M	Sell	106,174 -199	-0.2%	-$4.65K	0.62%	59
2023 Q2	$2.16M	Buy	106,373 +31,172	+41%	+$627K	0.49%	67
2023 Q1	$1.6M	Buy	75,201 +1,894	+3%	+$39.5K	0.4%	83
2022 Q4	$1.37M	Buy	73,307 +451	+0.6%	+$7.67K	0.38%	80
2022 Q3	$1.06M	Sell	72,856 -291	-0.4%	-$4.66K	0.3%	91
2022 Q2	$1.19M	Buy	73,147 +441	+0.6%	+$7.73K	0.33%	82
2022 Q1	$1.42M	Buy	+72,706	New	+$1.38M	0.32%	81

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

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

Mitchell Capital Management increased its UBS Group (UBS) stake by 3.6% in Q2 2026, buying an estimated $109K and bringing the position to 69,781 shares worth $3.46M. The position accounts for 0.53% of the portfolio, ranked #65.

Mitchell Capital Management first reported a position in UBS in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.42M in Q4 2025. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Mitchell Capital Management held 69,781 shares of UBS Group worth $3.46M as of Q2 2026.
Mitchell Capital Management bought 2,404 UBS Group shares in Q2 2026, an estimated $109K.
UBS Group made up 0.53% of Mitchell Capital Management's portfolio in Q2 2026, its #65 holding.
Mitchell Capital Management first reported a position in UBS Group in Q1 2022 and has held it in 18 quarters since.
Mitchell Capital Management's UBS Group position peaked at $4.42M in Q4 2025.
763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Mitchell Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.