Northside Capital Management’s UBS Group UBS Stock Holding History

Northside 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	–	Sell	-12,823	Closed	-$501K	–	201
2026 Q1	$501K	Sell	12,823 -12,832	-50%	-$549K	0.04%	133
2025 Q4	$1.19M	Hold	25,655	–	–	0.1%	89
2025 Q3	$1.05M	Sell	25,655 -17,106	-40%	-$664K	0.1%	96
2025 Q2	$1.45M	Buy	+42,761	New	+$1.32M	0.11%	82

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

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

Northside Capital Management sold out of UBS Group (UBS) in Q2 2026, closing a stake of 12,823 shares — an estimated $501K sold.

Northside Capital Management first reported a position in UBS in Q2 2025 and held it in 4 quarters. The position peaked at $1.45M in Q2 2025. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Northside Capital Management reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
Northside Capital Management sold 12,823 UBS Group shares in Q2 2026, an estimated $501K.
Northside Capital Management first reported a position in UBS Group in Q2 2025 and held it in 4 quarters.
Northside Capital Management's UBS Group position peaked at $1.45M in Q2 2025.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Northside Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.