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Permanens Capital’s UBS Group UBS Stock Holding History

Permanens Capital’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 		$268K Buy
+5,399
New +$246K 0.03% 85
2026
Q1 		– Sell
-207,412
Closed -$9.61M – 97
2025
Q4 		$9.61M Buy
207,412
+55,495
+37% +$2.24M 1.25% 15
2025
Q3 		$6.23M Buy
151,917
+321
+0.2% +$12.5K 0.93% 18
2025
Q2 		$5.13M Buy
151,596
+20,899
+16% +$647K 0.7% 19
2025
Q1 		$4M Buy
+130,697
New +$4.36M 0.73% 18

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

Permanens Capital's UBS Position: Q2 2026 in Review

Permanens Capital opened a new position in UBS Group (UBS) in Q2 2026: 5,399 shares worth $268K. The stake represents 0.03% of the portfolio and ranks #85 among its holdings. This is a return to the name: Permanens Capital previously reported a position in UBS as recently as Q4 2025.

Permanens Capital first reported a position in UBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.61M in Q4 2025. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Permanens Capital held 5,399 shares of UBS Group worth $268K as of Q2 2026.
  • UBS Group was a new Permanens Capital position in Q2 2026.
  • UBS Group made up 0.03% of Permanens Capital's portfolio in Q2 2026, its #85 holding.
  • Permanens Capital first reported a position in UBS Group in Q1 2025 and has held it in 5 quarters since.
  • Permanens Capital's UBS Group position peaked at $9.61M in Q4 2025.
  • 763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Permanens Capital's 13F filing for Q2 2026, filed 14 Aug 2026.