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Ninety One North America’s UBS Group UBS Stock Holding History

Ninety One North America’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 		$5.84M Sell
117,577
-17,690
-13% -$806K 0.27% 62
2026
Q1 		$5.17M Buy
135,267
+900
+0.7% +$38.5K 0.23% 59
2025
Q4 		$6.27M Buy
+134,367
New +$5.43M 0.25% 57

Other funds holding UBS

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Ninety One North America's UBS Position: Q2 2026 in Review

Ninety One North America reduced its UBS Group (UBS) stake by 13% in Q2 2026, selling an estimated $806K and leaving 117,577 shares worth $5.84M. The position accounts for 0.27% of the portfolio, ranked #62.

Ninety One North America first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.27M in Q4 2025. 412 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Ninety One North America held 117,577 shares of UBS Group worth $5.84M as of Q2 2026.
  • Ninety One North America sold 17,690 UBS Group shares in Q2 2026, an estimated $806K.
  • UBS Group made up 0.27% of Ninety One North America's portfolio in Q2 2026, its #62 holding.
  • Ninety One North America first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • Ninety One North America's UBS Group position peaked at $6.27M in Q4 2025.
  • 412 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Ninety One North America's 13F filing for Q2 2026, filed 16 Jul 2026.