SCS Capital Management’s UBS Group UBS Stock Holding History

SCS Capital Management’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	$300K	Buy	6,045 +214	+4%	+$9.75K	﹤0.01%	418
2026 Q1	$228K	Hold	5,831	–	–	﹤0.01%	439
2025 Q4	$270K	Hold	5,831	–	–	﹤0.01%	442
2025 Q3	$239K	Buy	+5,831	New	+$226K	﹤0.01%	475

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SCS Capital Management's UBS Position: Q2 2026 in Review

SCS Capital Management increased its UBS Group (UBS) stake by 3.7% in Q2 2026, buying an estimated $9.75K and bringing the position to 6,045 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #418.

SCS Capital Management first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

SCS Capital Management held 6,045 shares of UBS Group worth $300K as of Q2 2026.
SCS Capital Management bought 214 UBS Group shares in Q2 2026, an estimated $9.75K.
UBS Group made up ﹤0.01% of SCS Capital Management's portfolio in Q2 2026, its #418 holding.
SCS Capital Management first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on SCS Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.