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Osmosis Investment Management UK’s UBS Group UBS Stock Holding History

Osmosis Investment Management 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 		$4.81M Sell
96,968
-104,364
-52% -$4.75M 0.22% 94
2026
Q1 		$7.71M Buy
201,332
+65,238
+48% +$2.79M 0.21% 111
2025
Q4 		$6.35M Buy
+136,094
New +$5.5M 0.16% 141

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Osmosis Investment Management UK's UBS Position: Q2 2026 in Review

Osmosis Investment Management UK reduced its UBS Group (UBS) stake by 52% in Q2 2026, selling an estimated $4.75M and leaving 96,968 shares worth $4.81M. The position accounts for 0.22% of the portfolio, ranked #94.

Osmosis Investment Management UK first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $7.71M in Q1 2026. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Osmosis Investment Management UK held 96,968 shares of UBS Group worth $4.81M as of Q2 2026.
  • Osmosis Investment Management UK sold 104,364 UBS Group shares in Q2 2026, an estimated $4.75M.
  • UBS Group made up 0.22% of Osmosis Investment Management UK's portfolio in Q2 2026, its #94 holding.
  • Osmosis Investment Management UK first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • Osmosis Investment Management UK's UBS Group position peaked at $7.71M in Q1 2026.
  • 763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Osmosis Investment Management UK's 13F filing for Q2 2026, filed 13 Aug 2026.