Permanent Capital Management
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
Q3 		– Sell
-64,477
Closed -$3.2M – 185
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
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $53.5B AUM 32.01% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Permanent Capital Management's UBS Position: Q3 2026 in Review

Permanent Capital Management sold out of UBS Group (UBS) in Q3 2026, closing a stake of 64,477 shares — an estimated $3.2M sold.

Permanent Capital Management first reported a position in UBS in Q2 2024 and held it in 5 quarters. The position peaked at $3.2M in Q2 2026. 641 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Permanent Capital Management reported no remaining UBS Group position as of Q3 2026 after selling out during the quarter.
  • Permanent Capital Management sold 64,477 UBS Group shares in Q3 2026, an estimated $3.2M.
  • Permanent Capital Management first reported a position in UBS Group in Q2 2024 and held it in 5 quarters.
  • Permanent Capital Management's UBS Group position peaked at $3.2M in Q2 2026.
  • 641 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Permanent Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.