Penserra Capital Management’s UBS Group UBS Stock Holding History

Penserra 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	$730K	Buy	14,756 +14,567	+7,707%	+$663K	0.01%	537
2026 Q1	$7K	Sell	189 -3	-2%	-$128	﹤0.01%	900
2025 Q4	$8K	Sell	192 -6	-3%	-$242	﹤0.01%	867
2025 Q3	$8K	Sell	198 -72	-27%	-$2.8K	﹤0.01%	854
2025 Q2	$9K	Hold	270	–	–	﹤0.01%	828
2025 Q1	$8K	Hold	270	–	–	﹤0.01%	902
2024 Q4	$8K	Hold	270	–	–	﹤0.01%	1038
2024 Q3	$8K	Sell	270 -1,671	-86%	-$50.2K	﹤0.01%	906
2024 Q2	$58K	Buy	1,941 +1,680	+644%	+$49.9K	﹤0.01%	873
2024 Q1	$8K	Sell	261 -4,475	-94%	-$132K	﹤0.01%	943
2023 Q4	$146K	Sell	4,736 -31,108	-87%	-$818K	﹤0.01%	828
2023 Q3	$883K	Buy	35,844 +24,197	+208%	+$565K	0.02%	383
2023 Q2	$235K	Sell	11,647 -15,350	-57%	-$309K	﹤0.01%	742
2023 Q1	$575K	Buy	26,997 +19,508	+260%	+$407K	0.01%	469
2022 Q4	$139K	Buy	7,489 +5,050	+207%	+$85.9K	﹤0.01%	757
2022 Q3	$35K	Buy	+2,439	New	+$39K	﹤0.01%	852
2019 Q2	–	Sell	-2,548	Closed	-$34K	–	862
2019 Q1	$34K	Sell	2,548 -188	-7%	-$2.38K	﹤0.01%	635
2018 Q4	$33K	Buy	2,736 +224	+9%	+$3.04K	﹤0.01%	514
2018 Q3	$39K	Sell	2,512 -843	-25%	-$13.3K	﹤0.01%	620
2018 Q2	$51K	Buy	3,355 +755	+29%	+$12.3K	﹤0.01%	453
2018 Q1	$45K	Buy	+2,600	New	+$49.4K	﹤0.01%	375

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

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

Penserra Capital Management increased its UBS Group (UBS) stake by 7,707% in Q2 2026, buying an estimated $663K and bringing the position to 14,756 shares worth $730K. The position accounts for 0.01% of the portfolio, ranked #537.

Penserra Capital Management first reported a position in UBS in Q1 2018 and has held it in 21 quarters since. The position peaked at $883K in Q3 2023. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Penserra Capital Management held 14,756 shares of UBS Group worth $730K as of Q2 2026.
Penserra Capital Management bought 14,567 UBS Group shares in Q2 2026, an estimated $663K.
UBS Group made up 0.01% of Penserra Capital Management's portfolio in Q2 2026, its #537 holding.
Penserra Capital Management first reported a position in UBS Group in Q1 2018 and has held it in 21 quarters since.
Penserra Capital Management's UBS Group position peaked at $883K in Q3 2023.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

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