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Platinum Investment Management’s UBS Group UBS Stock Holding History

Platinum Investment 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 		$5.83M Hold
117,507
– – 1.43% 18
2026
Q1 		$4.5M Hold
117,507
– – 1.13% 33
2025
Q4 		$5.48M Sell
117,507
-1,325,071
-92% -$53.5M 1.27% 24
2025
Q3 		$59M Sell
1,442,578
-1,335,911
-48% -$51.9M 3.81% 12
2025
Q2 		$93.7M Sell
2,778,489
-1,558,307
-36% -$48.2M 6.23% 2
2025
Q1 		$132M Buy
+4,336,796
New +$145M 7.63% 3

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

Platinum Investment Management's UBS Position: Q2 2026 in Review

Platinum Investment Management held its UBS Group (UBS) position steady in Q2 2026 at 117,507 shares worth $5.83M. The position accounts for 1.43% of the portfolio, ranked #18.

Platinum Investment Management first reported a position in UBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $132M in Q1 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Platinum Investment Management held 117,507 shares of UBS Group worth $5.83M as of Q2 2026.
  • Platinum Investment Management left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up 1.43% of Platinum Investment Management's portfolio in Q2 2026, its #18 holding.
  • Platinum Investment Management first reported a position in UBS Group in Q1 2025 and has held it in 6 quarters since.
  • Platinum Investment Management's UBS Group position peaked at $132M in Q1 2025.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Platinum Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.