Shelton Capital Management’s UBS Group UBS Stock Holding History

Shelton 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	$220K	Buy	+4,435	New	+$202K	﹤0.01%	670
2026 Q1	–	Sell	-4,435	Closed	-$205K	–	791
2025 Q4	$205K	Buy	+4,435	New	+$179K	﹤0.01%	665
2017 Q2	–	Sell	-13,509	Closed	-$215K	–	894
2017 Q1	$215K	Hold	13,509	–	–	0.01%	767
2016 Q4	$212K	Hold	13,509	–	–	0.02%	803
2016 Q3	$184K	Buy	+13,509	New	+$184K	0.02%	755
2015 Q4	–	Sell	-11,792	Closed	-$218K	–	761
2015 Q3	$218K	Hold	11,792	–	–	0.02%	670
2015 Q2	$250K	Hold	11,792	–	–	0.03%	657
2015 Q1	$221K	Hold	11,792	–	–	0.02%	736
2014 Q4	$201K	Buy	+11,792	New	+$202K	0.02%	761

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

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

Shelton Capital Management opened a new position in UBS Group (UBS) in Q2 2026: 4,435 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #670 among its holdings. This is a return to the name: Shelton Capital Management previously reported a position in UBS as recently as Q4 2025.

Shelton Capital Management first reported a position in UBS in Q4 2014 and has held it in 9 quarters since. The position peaked at $250K in Q2 2015. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Shelton Capital Management held 4,435 shares of UBS Group worth $220K as of Q2 2026.
UBS Group was a new Shelton Capital Management position in Q2 2026.
UBS Group made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #670 holding.
Shelton Capital Management first reported a position in UBS Group in Q4 2014 and has held it in 9 quarters since.
Shelton Capital Management's UBS Group position peaked at $250K in Q2 2015.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.