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 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 $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Patient Capital Management's UBS Position: Q1 2026 in Review

Patient Capital Management increased its UBS Group (UBS) stake by 4.6% in Q1 2026, buying an estimated $2.34M and bringing the position to 1,241,955 shares worth $48.5M. The position accounts for 1.77% of the portfolio, ranked #25.

Patient Capital Management first reported a position in UBS in Q1 2023 and has held it in 13 quarters since. The position peaked at $75.7M in Q4 2023. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Patient Capital Management held 1,241,955 shares of UBS Group worth $48.5M as of Q1 2026.
Patient Capital Management bought 54,629 UBS Group shares in Q1 2026, an estimated $2.34M.
UBS Group made up 1.77% of Patient Capital Management's portfolio in Q1 2026, its #25 holding.
Patient Capital Management first reported a position in UBS Group in Q1 2023 and has held it in 13 quarters since.
Patient Capital Management's UBS Group position peaked at $75.7M in Q4 2023.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Patient Capital Management's 13F filing for Q1 2026, filed 14 May 2026.