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SBI Securities’s UBS Group UBS Stock Holding History

SBI Securities’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 		$3.32M Buy
66,955
+60,556
+946% +$2.76M 0.08% 147
2026
Q1 		$250K Buy
6,399
+119
+2% +$5.09K 0.01% 563
2025
Q4 		$291K Sell
6,280
-653
-9% -$26.4K 0.01% 514
2025
Q3 		$284K Buy
6,933
+82
+1% +$3.19K 0.01% 534
2025
Q2 		$232K Sell
6,851
-428
-6% -$13.2K 0.01% 543
2025
Q1 		$223K Buy
7,279
+239
+3% +$7.97K 0.01% 515
2024
Q4 		$213K Buy
+7,040
New +$223K 0.01% 526

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

SBI Securities's UBS Position: Q2 2026 in Review

SBI Securities increased its UBS Group (UBS) stake by 946% in Q2 2026, buying an estimated $2.76M and bringing the position to 66,955 shares worth $3.32M. The position accounts for 0.08% of the portfolio, ranked #147.

SBI Securities first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • SBI Securities held 66,955 shares of UBS Group worth $3.32M as of Q2 2026.
  • SBI Securities bought 60,556 UBS Group shares in Q2 2026, an estimated $2.76M.
  • UBS Group made up 0.08% of SBI Securities's portfolio in Q2 2026, its #147 holding.
  • SBI Securities first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.