QRG Capital Management’s UBS Group UBS Stock Holding History

QRG 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	$9.97M	Buy	201,143 +32,408	+19%	+$1.48M	0.08%	204
2026 Q1	$6.59M	Buy	168,735 +9,246	+6%	+$396K	0.07%	244
2025 Q4	$7.39M	Buy	159,489 +10,548	+7%	+$426K	0.08%	200
2025 Q3	$6.11M	Sell	148,941 -39,080	-21%	-$1.52M	0.07%	216
2025 Q2	$6.36M	Sell	188,021 -19,329	-9%	-$598K	0.06%	275
2025 Q1	$6.35M	Sell	207,350 -70,135	-25%	-$2.34M	0.07%	258
2024 Q4	$8.41M	Sell	277,485 -116,032	-29%	-$3.68M	0.09%	206
2024 Q3	$12.2M	Sell	393,517 -16,163	-4%	-$486K	0.13%	152
2024 Q2	$12.1M	Sell	409,680 -37,227	-8%	-$1.11M	0.14%	150
2024 Q1	$13.7M	Buy	446,907 +35,935	+9%	+$1.06M	0.17%	130
2023 Q4	$12.7M	Sell	410,972 -6,019	-1%	-$158K	0.19%	123
2023 Q3	$10.3M	Buy	+416,991	New	+$9.74M	0.18%	130

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

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

QRG Capital Management increased its UBS Group (UBS) stake by 19% in Q2 2026, buying an estimated $1.48M and bringing the position to 201,143 shares worth $9.97M. The position accounts for 0.08% of the portfolio, ranked #204.

QRG Capital Management first reported a position in UBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.7M in Q1 2024. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

QRG Capital Management held 201,143 shares of UBS Group worth $9.97M as of Q2 2026.
QRG Capital Management bought 32,408 UBS Group shares in Q2 2026, an estimated $1.48M.
UBS Group made up 0.08% of QRG Capital Management's portfolio in Q2 2026, its #204 holding.
QRG Capital Management first reported a position in UBS Group in Q3 2023 and has held it in 12 quarters since.
QRG Capital Management's UBS Group position peaked at $13.7M in Q1 2024.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.