Permanent Capital Management’s UBS Group UBS Stock Holding History

Permanent 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	$3.2M	Hold	64,477	–	–	0.43%	20
2026 Q1	$2.83M	Sell	64,477 -2,993	-4%	-$128K	0.44%	23
2025 Q4	$3.12M	Sell	67,470 -1,857	-3%	-$75K	0.61%	21
2025 Q3	$2.84M	Buy	+69,327	New	+$2.69M	0.53%	21
2024 Q2	$2.34M	Buy	+69,327	New	+$2.06M	0.49%	22

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

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

Permanent Capital Management held its UBS Group (UBS) position steady in Q2 2026 at 64,477 shares worth $3.2M. The position accounts for 0.43% of the portfolio, ranked #20.

Permanent Capital Management first reported a position in UBS in Q2 2024 and has held it in 5 quarters since. 766 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Permanent Capital Management held 64,477 shares of UBS Group worth $3.2M as of Q2 2026.
Permanent Capital Management left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 0.43% of Permanent Capital Management's portfolio in Q2 2026, its #20 holding.
Permanent Capital Management first reported a position in UBS Group in Q2 2024 and has held it in 5 quarters since.
766 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Permanent Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.