Quantbot Technologies’s UBS Group UBS Stock Holding History

Quantbot Technologies’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	$7.76M	Buy	156,520 +28,643	+22%	+$1.3M	0.31%	51
2026 Q1	$5M	Buy	127,877 +84,048	+192%	+$3.6M	0.2%	123
2025 Q4	$2.03M	Buy	+43,829	New	+$1.77M	0.07%	447
2025 Q1	–	Sell	-25,478	Closed	-$772K	–	1885
2024 Q4	$772K	Sell	25,478 -126,673	-83%	-$4.02M	0.03%	720
2024 Q3	$4.7M	Buy	152,151 +82,062	+117%	+$2.47M	0.19%	146
2024 Q2	$2.07M	Sell	70,089 -70,487	-50%	-$2.1M	0.1%	314
2024 Q1	$4.32M	Buy	+140,576	New	+$4.15M	0.24%	95
2023 Q4	–	Sell	-104,942	Closed	-$2.59M	–	2013
2023 Q3	$2.59M	Buy	+104,942	New	+$2.45M	0.17%	160
2022 Q3	–	Sell	-12,814	Closed	-$207K	–	2114
2022 Q2	$207K	Buy	+12,814	New	+$225K	0.02%	909
2021 Q3	–	Sell	-145,581	Closed	-$2.23M	–	1918
2021 Q2	$2.23M	Buy	145,581 +48,963	+51%	+$773K	0.18%	169
2021 Q1	$1.5M	Sell	96,618 -26,703	-22%	-$411K	0.14%	201
2020 Q4	$1.74M	Buy	+123,321	New	+$1.63M	0.18%	165
2020 Q2	–	Sell	-976	Closed	-$9K	–	1457
2020 Q1	$9K	Buy	+976	New	+$11.2K	0.01%	702
2017 Q4	–	Sell	-59,848	Closed	-$1.03M	–	1496
2017 Q3	$1.03M	Buy	59,848 +18,726	+46%	+$320K	0.1%	286
2017 Q2	$698K	Buy	41,122 +17,326	+73%	+$282K	0.07%	357
2017 Q1	$379K	Buy	+23,796	New	+$383K	0.04%	487
2016 Q3	–	Sell	-51,973	Closed	-$673K	–	1333
2016 Q2	$673K	Buy	51,973 +12,789	+33%	+$195K	0.07%	305
2016 Q1	$627K	Buy	+39,184	New	+$636K	0.1%	260
2015 Q3	–	Sell	-10,632	Closed	-$225K	–	1429
2015 Q2	$225K	Buy	+10,632	New	+$222K	0.04%	412

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

Quantbot Technologies's UBS Position: Q2 2026 in Review

Quantbot Technologies increased its UBS Group (UBS) stake by 22% in Q2 2026, buying an estimated $1.3M and bringing the position to 156,520 shares worth $7.76M. The position accounts for 0.31% of the portfolio, ranked #51.

Quantbot Technologies first reported a position in UBS in Q2 2015 and has held it in 19 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Quantbot Technologies held 156,520 shares of UBS Group worth $7.76M as of Q2 2026.
Quantbot Technologies bought 28,643 UBS Group shares in Q2 2026, an estimated $1.3M.
UBS Group made up 0.31% of Quantbot Technologies's portfolio in Q2 2026, its #51 holding.
Quantbot Technologies first reported a position in UBS Group in Q2 2015 and has held it in 19 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Quantbot Technologies's 13F filing for Q2 2026, filed 12 Aug 2026.