Ninety One’s UBS Group UBS Stock Holding History

Ninety One’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	$348K	Sell	7,000 -4,272	-38%	-$195K	0.02%	92
2026 Q1	$431K	Sell	11,272 -1,244	-10%	-$53.2K	0.02%	81
2025 Q4	$584K	Hold	12,516	–	–	0.03%	69
2025 Q3	$511K	Buy	+12,516	New	+$486K	0.02%	73

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

Ninety One's UBS Position: Q2 2026 in Review

Ninety One reduced its UBS Group (UBS) stake by 38% in Q2 2026, selling an estimated $195K and leaving 7,000 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #92.

Ninety One first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. The position peaked at $584K in Q4 2025. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Ninety One held 7,000 shares of UBS Group worth $348K as of Q2 2026.
Ninety One sold 4,272 UBS Group shares in Q2 2026, an estimated $195K.
UBS Group made up 0.02% of Ninety One's portfolio in Q2 2026, its #92 holding.
Ninety One first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
Ninety One's UBS Group position peaked at $584K in Q4 2025.
763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

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