Moore Capital Management’s UBS Group UBS Stock Holding History

Moore 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 Q1	$78.3M	Sell	2,039,599 -157,503	-7%	-$6.74M	1.59%	8
2025 Q4	$102M	Buy	2,197,102 +543,812	+33%	+$22M	1.47%	12
2025 Q3	$67.5M	Sell	1,653,290 -812,371	-33%	-$31.5M	0.93%	20
2025 Q2	$83.4M	Buy	2,465,661 +1,023,375	+71%	+$31.7M	1.05%	13
2025 Q1	$43.8M	Buy	+1,442,286	New	+$48.1M	0.91%	18
2023 Q3	–	Sell	-515,000	Closed	-$10.4M	–	594
2023 Q2	$10.4M	Hold	515,000	–	–	0.18%	89
2023 Q1	$11M	Buy	+515,000	New	+$10.7M	0.23%	78
2022 Q4	–	Sell	-20,000	Closed	-$290K	–	641
2022 Q3	$290K	Buy	+20,000	New	+$320K	0.01%	445

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Moore Capital Management's UBS Position: Q1 2026 in Review

Moore Capital Management reduced its UBS Group (UBS) stake by 7.2% in Q1 2026, selling an estimated $6.74M and leaving 2,039,599 shares worth $78.3M. The position accounts for 1.59% of the portfolio, ranked #8.

Moore Capital Management first reported a position in UBS in Q3 2022 and has held it in 8 quarters since. The position peaked at $102M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Moore Capital Management held 2,039,599 shares of UBS Group worth $78.3M as of Q1 2026.
Moore Capital Management sold 157,503 UBS Group shares in Q1 2026, an estimated $6.74M.
UBS Group made up 1.59% of Moore Capital Management's portfolio in Q1 2026, its #8 holding.
Moore Capital Management first reported a position in UBS Group in Q3 2022 and has held it in 8 quarters since.
Moore Capital Management's UBS Group position peaked at $102M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Moore Capital Management's 13F filing for Q1 2026, filed 15 May 2026.