New Vernon Capital Holdings II’s UBS Group UBS Stock Holding History

New Vernon Capital Holdings II’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	$628K	Sell	16,086 -2,541	-14%	-$109K	0.46%	19
2025 Q4	$863K	Hold	18,627	–	–	0.41%	22
2025 Q3	$764K	Buy	+18,627	New	+$723K	0.35%	26
2025 Q1	–	Sell	-12,114	Closed	-$367K	–	86
2024 Q4	$367K	Sell	12,114 -2,653	-18%	-$84.1K	0.25%	31
2024 Q3	$456K	Buy	+14,767	New	+$444K	0.25%	30

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

New Vernon Capital Holdings II's UBS Position: Q1 2026 in Review

New Vernon Capital Holdings II reduced its UBS Group (UBS) stake by 14% in Q1 2026, selling an estimated $109K and leaving 16,086 shares worth $628K. The position accounts for 0.46% of the portfolio, ranked #19.

New Vernon Capital Holdings II first reported a position in UBS in Q3 2024 and has held it in 5 quarters since. The position peaked at $863K in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

New Vernon Capital Holdings II held 16,086 shares of UBS Group worth $628K as of Q1 2026.
New Vernon Capital Holdings II sold 2,541 UBS Group shares in Q1 2026, an estimated $109K.
UBS Group made up 0.46% of New Vernon Capital Holdings II's portfolio in Q1 2026, its #19 holding.
New Vernon Capital Holdings II first reported a position in UBS Group in Q3 2024 and has held it in 5 quarters since.
New Vernon Capital Holdings II's UBS Group position peaked at $863K in Q4 2025.
681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on New Vernon Capital Holdings II's 13F filing for Q1 2026, filed 15 May 2026.