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Savant Capital’s UBS Group UBS Stock Holding History

Savant 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 		$2.24M Buy
47,292
+30,695
+185% +$1.4M 0.01% 581
2026
Q1 		$648K Buy
16,597
+3,011
+22% +$129K ﹤0.01% 784
2025
Q4 		$629K Buy
13,586
+2,429
+22% +$98.1K ﹤0.01% 742
2025
Q3 		$457K Buy
11,157
+5,034
+82% +$196K ﹤0.01% 834
2025
Q2 		$207K Buy
+6,123
New +$189K ﹤0.01% 1133
2025
Q1 		– Sell
-7,610
Closed -$231K – 1411
2024
Q4 		$231K Buy
7,610
+659
+9% +$20.9K ﹤0.01% 1250
2024
Q3 		$215K Buy
+6,951
New +$209K ﹤0.01% 1252
2023
Q4 		– Sell
-8,332
Closed -$205K – 874
2023
Q3 		$205K Buy
+8,332
New +$195K ﹤0.01% 753

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

Savant Capital's UBS Position: Q2 2026 in Review

Savant Capital increased its UBS Group (UBS) stake by 185% in Q2 2026, buying an estimated $1.4M and bringing the position to 47,292 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #581.

Savant Capital first reported a position in UBS in Q3 2023 and has held it in 8 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Savant Capital held 47,292 shares of UBS Group worth $2.24M as of Q2 2026.
  • Savant Capital bought 30,695 UBS Group shares in Q2 2026, an estimated $1.4M.
  • UBS Group made up 0.01% of Savant Capital's portfolio in Q2 2026, its #581 holding.
  • Savant Capital first reported a position in UBS Group in Q3 2023 and has held it in 8 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.