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Sage Rhino Capital’s UBS Group UBS Stock Holding History

Sage Rhino 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 		$695K Sell
14,030
-214
-2% -$9.75K 0.11% 121
2026
Q1 		$557K Buy
14,244
+30
+0.2% +$1.28K 0.1% 141
2025
Q4 		$658K Sell
14,214
-901
-6% -$36.4K 0.12% 127
2025
Q3 		$620K Buy
15,115
+22
+0.1% +$854 0.12% 130
2025
Q2 		$510K Sell
15,093
-328
-2% -$10.2K 0.11% 135
2025
Q1 		$472K Sell
15,421
-40
-0.3% -$1.33K 0.11% 141
2024
Q4 		$469K Sell
15,461
-409
-3% -$13K 0.1% 141
2024
Q3 		$491K Buy
15,870
+95
+0.6% +$2.85K 0.11% 139
2024
Q2 		$466K Sell
15,775
-423
-3% -$12.6K 0.11% 136
2024
Q1 		$498K Buy
16,198
+128
+0.8% +$3.78K 0.12% 130
2023
Q4 		$497K Sell
16,070
-616
-4% -$16.2K 0.13% 122
2023
Q3 		$411K Buy
16,686
+228
+1% +$5.33K 0.12% 133
2023
Q2 		$334K Buy
16,458
+37
+0.2% +$744 0.09% 147
2023
Q1 		$350K Buy
16,421
+30
+0.2% +$626 0.1% 146
2022
Q4 		$306K Buy
16,391
+756
+5% +$12.9K 0.1% 155
2022
Q3 		$227K Sell
15,635
-723
-4% -$11.6K 0.09% 160
2022
Q2 		$265K Buy
16,358
+123
+0.8% +$2.16K 0.1% 157
2022
Q1 		$317K Buy
16,235
+140
+0.9% +$2.65K 0.1% 157
2021
Q4 		$288K Buy
16,095
+1,186
+8% +$20.9K 0.08% 166
2021
Q3 		$238K Buy
14,909
+975
+7% +$15.8K 0.07% 172
2021
Q2 		$214K Buy
13,934
+1,204
+9% +$19K 0.06% 181
2021
Q1 		$198K Buy
12,730
+561
+5% +$8.62K 0.07% 170
2020
Q4 		$172K Buy
12,169
+415
+4% +$5.5K 0.07% 165
2020
Q3 		$131K Buy
11,754
+48
+0.4% +$575 0.06% 155
2020
Q2 		$135K Buy
11,706
+550
+5% +$5.67K 0.07% 150
2020
Q1 		$103K Buy
+11,156
New +$129K 0.07% 126

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

Sage Rhino Capital's UBS Position: Q2 2026 in Review

Sage Rhino Capital reduced its UBS Group (UBS) stake by 1.5% in Q2 2026, selling an estimated $9.75K and leaving 14,030 shares worth $695K. The position accounts for 0.11% of the portfolio, ranked #121.

Sage Rhino Capital first reported a position in UBS in Q1 2020 and has held it in 26 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Sage Rhino Capital held 14,030 shares of UBS Group worth $695K as of Q2 2026.
  • Sage Rhino Capital sold 214 UBS Group shares in Q2 2026, an estimated $9.75K.
  • UBS Group made up 0.11% of Sage Rhino Capital's portfolio in Q2 2026, its #121 holding.
  • Sage Rhino Capital first reported a position in UBS Group in Q1 2020 and has held it in 26 quarters since.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Sage Rhino Capital's 13F filing for Q2 2026, filed 3 Aug 2026.