Patient Capital Management’s UBS Group UBS Stock Holding History

Patient 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	$47.3M	Sell	953,734 -288,221	-23%	-$13.1M	1.55%	25
2026 Q1	$48.5M	Buy	1,241,955 +54,629	+5%	+$2.34M	1.77%	25
2025 Q4	$55M	Sell	1,187,326 -313,523	-21%	-$12.7M	2.12%	23
2025 Q3	$61.5M	Sell	1,500,849 -436,790	-23%	-$17M	2.46%	18
2025 Q2	$65.5M	Sell	1,937,639 -105,414	-5%	-$3.26M	2.96%	12
2025 Q1	$62.6M	Buy	2,043,053 +633	+0%	+$21.1K	3.22%	14
2024 Q4	$61.9M	Buy	2,042,420 +20,401	+1%	+$647K	2.86%	18
2024 Q3	$62.5M	Sell	2,022,019 -6,918	-0.3%	-$208K	3.07%	14
2024 Q2	$59.9M	Sell	2,028,937 -310,963	-13%	-$9.24M	3.18%	12
2024 Q1	$71.9M	Sell	2,339,900 -111,037	-5%	-$3.28M	3.5%	11
2023 Q4	$75.7M	Sell	2,450,937 -31,675	-1%	-$833K	4.01%	8
2023 Q3	$61.2M	Sell	2,482,612 -5,653	-0.2%	-$132K	3.59%	10
2023 Q2	$50.4M	Buy	2,488,265 +2,265,465	+1,017%	+$45.5M	2.81%	16
2023 Q1	$4.75M	Buy	+222,800	New	+$4.65M	2.12%	26

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

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

Patient Capital Management reduced its UBS Group (UBS) stake by 23% in Q2 2026, selling an estimated $13.1M and leaving 953,734 shares worth $47.3M. The position accounts for 1.55% of the portfolio, ranked #25.

Patient Capital Management first reported a position in UBS in Q1 2023 and has held it in 14 quarters since. The position peaked at $75.7M in Q4 2023. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Patient Capital Management held 953,734 shares of UBS Group worth $47.3M as of Q2 2026.
Patient Capital Management sold 288,221 UBS Group shares in Q2 2026, an estimated $13.1M.
UBS Group made up 1.55% of Patient Capital Management's portfolio in Q2 2026, its #25 holding.
Patient Capital Management first reported a position in UBS Group in Q1 2023 and has held it in 14 quarters since.
Patient Capital Management's UBS Group position peaked at $75.7M in Q4 2023.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Patient Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.