Quantinno Capital Management’s UBS Group UBS Stock Holding History

Quantinno 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	$37.4M	Buy	754,276 +135,593	+22%	+$6.18M	0.04%	483
2026 Q1	$24.2M	Buy	618,683 +144,200	+30%	+$6.17M	0.04%	539
2025 Q4	$22M	Buy	474,483 +85,384	+22%	+$3.45M	0.04%	486
2025 Q3	$16M	Buy	389,099 +89,146	+30%	+$3.46M	0.04%	476
2025 Q2	$10.1M	Buy	299,953 +14,057	+5%	+$435K	0.04%	518
2025 Q1	$8.76M	Buy	285,896 +34,225	+14%	+$1.14M	0.06%	423
2024 Q4	$7.63M	Buy	251,671 +86,368	+52%	+$2.74M	0.08%	294
2024 Q3	$5.11M	Buy	165,303 +24,562	+17%	+$738K	0.07%	348
2024 Q2	$4.16M	Buy	140,741 +6,213	+5%	+$185K	0.07%	303
2024 Q1	$4.13M	Buy	134,528 +37,250	+38%	+$1.1M	0.09%	248
2023 Q4	$3.01M	Buy	97,278 +12,181	+14%	+$320K	0.11%	240
2023 Q3	$2.1M	Buy	85,097 +37,722	+80%	+$881K	0.1%	276
2023 Q2	$960K	Buy	47,375 +727	+2%	+$14.6K	0.05%	443
2023 Q1	$995K	Buy	46,648 +11,711	+34%	+$244K	0.07%	383
2022 Q4	$652K	Buy	+34,937	New	+$594K	0.05%	458

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

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

Quantinno Capital Management increased its UBS Group (UBS) stake by 22% in Q2 2026, buying an estimated $6.18M and bringing the position to 754,276 shares worth $37.4M. The position accounts for 0.04% of the portfolio, ranked #483.

Quantinno Capital Management first reported a position in UBS in Q4 2022 and has held it in 15 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Quantinno Capital Management held 754,276 shares of UBS Group worth $37.4M as of Q2 2026.
Quantinno Capital Management bought 135,593 UBS Group shares in Q2 2026, an estimated $6.18M.
UBS Group made up 0.04% of Quantinno Capital Management's portfolio in Q2 2026, its #483 holding.
Quantinno Capital Management first reported a position in UBS Group in Q4 2022 and has held it in 15 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.