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Roundview Capital’s UBS Group UBS Stock Holding History

Roundview 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 		$497K Sell
10,022
-40
-0.4% -$1.82K 0.03% 267
2026
Q1 		$393K Sell
10,062
-1,000
-9% -$42.8K 0.02% 279
2025
Q4 		$512K Buy
+11,062
New +$447K 0.03% 252

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

Roundview Capital's UBS Position: Q2 2026 in Review

Roundview Capital reduced its UBS Group (UBS) stake by 0.4% in Q2 2026, selling an estimated $1.82K and leaving 10,022 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #267.

Roundview Capital first reported a position in UBS in Q4 2025 and has held it in 3 quarters since. The position peaked at $512K in Q4 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Roundview Capital held 10,022 shares of UBS Group worth $497K as of Q2 2026.
  • Roundview Capital sold 40 UBS Group shares in Q2 2026, an estimated $1.82K.
  • UBS Group made up 0.03% of Roundview Capital's portfolio in Q2 2026, its #267 holding.
  • Roundview Capital first reported a position in UBS Group in Q4 2025 and has held it in 3 quarters since.
  • Roundview Capital's UBS Group position peaked at $512K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Roundview Capital's 13F filing for Q2 2026, filed 30 Jul 2026.