PCM
UBS icon

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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Permanent Capital Management reduced its UBS Group (UBS) stake by 4.4% in Q1 2026, selling an estimated $128K and leaving 64,477 shares worth $2.83M. The position accounts for 0.44% of the portfolio, ranked #23.

Permanent Capital Management first reported a position in UBS in Q2 2024 and has held it in 4 quarters since. The position peaked at $3.12M in Q4 2025. 683 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Permanent Capital Management held 64,477 shares of UBS Group worth $2.83M as of Q1 2026.
  • Permanent Capital Management sold 2,993 UBS Group shares in Q1 2026, an estimated $128K.
  • UBS Group made up 0.44% of Permanent Capital Management's portfolio in Q1 2026, its #23 holding.
  • Permanent Capital Management first reported a position in UBS Group in Q2 2024 and has held it in 4 quarters since.
  • Permanent Capital Management's UBS Group position peaked at $3.12M in Q4 2025.
  • 683 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

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