Ninety One (UK)
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Ninety One (UK)’s UBS Group UBS Stock Holding History

Ninety One (UK)’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 		$354M Sell
7,133,245
-1,554,733
-18% -$70.8M 0.79% 38
2026
Q1 		$332M Sell
8,687,978
-141,608
-2% -$6.06M 0.77% 43
2025
Q4 		$412M Buy
8,829,586
+140,051
+2% +$5.66M 0.88% 37
2025
Q3 		$355M Buy
+8,689,535
New +$337M 0.77% 38

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Ninety One (UK)'s UBS Position: Q2 2026 in Review

Ninety One (UK) reduced its UBS Group (UBS) stake by 18% in Q2 2026, selling an estimated $70.8M and leaving 7,133,245 shares worth $354M. The position accounts for 0.79% of the portfolio, ranked #38.

Ninety One (UK) first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $412M in Q4 2025. 173 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Ninety One (UK) held 7,133,245 shares of UBS Group worth $354M as of Q2 2026.
  • Ninety One (UK) sold 1,554,733 UBS Group shares in Q2 2026, an estimated $70.8M.
  • UBS Group made up 0.79% of Ninety One (UK)'s portfolio in Q2 2026, its #38 holding.
  • Ninety One (UK) first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
  • Ninety One (UK)'s UBS Group position peaked at $412M in Q4 2025.
  • 173 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Ninety One (UK)'s 13F filing for Q2 2026, filed 16 Jul 2026.