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Samantha McLemore’s UBS Group UBS Stock Holding History

Samantha McLemore’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 		$47.3M Sell
953,734
-288,221
-23% -$13.1M 1.55% 25
2026
Q1 		$48.5M Buy
1,241,955
+54,629
+5% +$2.34M 1.77% 25
2025
Q4 		$55M Sell
1,187,326
-313,523
-21% -$12.7M 2.12% 23
2025
Q3 		$61.5M Sell
1,500,849
-436,790
-23% -$17M 2.46% 18
2025
Q2 		$65.5M Sell
1,937,639
-105,414
-5% -$3.26M 2.96% 12
2025
Q1 		$62.6M Buy
2,043,053
+633
+0% +$21.1K 3.22% 14
2024
Q4 		$61.9M Buy
2,042,420
+20,401
+1% +$647K 2.86% 18
2024
Q3 		$62.5M Sell
2,022,019
-6,918
-0.3% -$208K 3.07% 14
2024
Q2 		$59.9M Sell
2,028,937
-310,963
-13% -$9.24M 3.18% 12
2024
Q1 		$71.9M Sell
2,339,900
-111,037
-5% -$3.28M 3.5% 11
2023
Q4 		$75.7M Sell
2,450,937
-31,675
-1% -$833K 4.01% 8
2023
Q3 		$61.2M Sell
2,482,612
-5,653
-0.2% -$132K 3.59% 10
2023
Q2 		$50.4M Buy
2,488,265
+2,265,465
+1,017% +$45.5M 2.81% 16
2023
Q1 		$4.75M Buy
+222,800
New +$4.65M 2.12% 26

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

Samantha McLemore's UBS Position: Q2 2026 in Review

Samantha McLemore reduced its UBS Group (UBS) stake by 23% in Q2 2026, selling an estimated $13.1M and leaving 953,734 shares worth $47.3M. The position accounts for 1.55% of the portfolio, ranked #25.

Samantha McLemore first reported a position in UBS in Q1 2023 and has held it in 14 quarters since. The position peaked at $75.7M in Q4 2023. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Samantha McLemore held 953,734 shares of UBS Group worth $47.3M as of Q2 2026.
  • Samantha McLemore sold 288,221 UBS Group shares in Q2 2026, an estimated $13.1M.
  • UBS Group made up 1.55% of Samantha McLemore's portfolio in Q2 2026, its #25 holding.
  • Samantha McLemore first reported a position in UBS Group in Q1 2023 and has held it in 14 quarters since.
  • Samantha McLemore's UBS Group position peaked at $75.7M in Q4 2023.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

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