Promethos Capital’s UBS Group UBS Stock Holding History

Promethos 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	$13.6M	Buy	274,025 +40,930	+18%	+$1.86M	3.69%	8
2026 Q1	$9.11M	Buy	233,095 +440	+0.2%	+$18.8K	2.45%	10
2025 Q4	$10.8M	Sell	232,655 -29,997	-11%	-$1.21M	2.94%	8
2025 Q3	$9.83M	Buy	262,652 +47,610	+22%	+$1.85M	2.64%	12
2025 Q2	$7.28M	Buy	215,042 +12,710	+6%	+$393K	2.46%	14
2025 Q1	$6.22M	Buy	202,332 +16,501	+9%	+$550K	2.28%	14
2024 Q4	$5.63M	Hold	185,831	–	–	1.99%	18
2024 Q3	$5.74M	Sell	185,831 -214,973	-54%	-$6.46M	2.05%	18
2024 Q2	$11.9M	Buy	400,804 +40,558	+11%	+$1.21M	4.5%	4
2024 Q1	$11.1M	Buy	+360,246	New	+$10.6M	6.5%	2

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

Promethos Capital's UBS Position: Q2 2026 in Review

Promethos Capital increased its UBS Group (UBS) stake by 18% in Q2 2026, buying an estimated $1.86M and bringing the position to 274,025 shares worth $13.6M. The position accounts for 3.69% of the portfolio, ranked #8.

Promethos Capital first reported a position in UBS in Q1 2024 and has held it in 10 quarters since. 759 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Promethos Capital held 274,025 shares of UBS Group worth $13.6M as of Q2 2026.
Promethos Capital bought 40,930 UBS Group shares in Q2 2026, an estimated $1.86M.
UBS Group made up 3.69% of Promethos Capital's portfolio in Q2 2026, its #8 holding.
Promethos Capital first reported a position in UBS Group in Q1 2024 and has held it in 10 quarters since.
759 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

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