MV Capital Management’s UBS Group UBS Stock Holding History

MV 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	$7.78K	Buy	+157	New	+$7.15K	﹤0.01%	576
2015 Q1	–	Sell	-399	Closed	-$7K	–	521
2014 Q4	$7K	Buy	+399	New	+$6.83K	﹤0.01%	331

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

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

MV Capital Management opened a new position in UBS Group (UBS) in Q2 2026: 157 shares worth $7.78K. The stake represents ﹤0.01% of the portfolio and ranks #576 among its holdings. This is a return to the name: MV Capital Management previously reported a position in UBS as recently as Q4 2014.

MV Capital Management first reported a position in UBS in Q4 2014 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

MV Capital Management held 157 shares of UBS Group worth $7.78K as of Q2 2026.
UBS Group was a new MV Capital Management position in Q2 2026.
UBS Group made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #576 holding.
MV Capital Management first reported a position in UBS Group in Q4 2014 and has held it in 2 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.