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SIH Partners’s UBS Group UBS Stock Holding History

SIH Partners’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
Q1 		$464M Buy
11,868,500
+2,935,000
+33% +$126M 6.12% 4
2025
Q4 		$414M Buy
8,933,500
+1,674,200
+23% +$67.6M 7.84% 3
2025
Q3 		$298M Sell
7,259,300
-2,925,500
-29% -$114M 8.47% 3
2025
Q2 		$344M Sell
10,184,800
-3,882,200
-28% -$120M 12.81% 1
2025
Q1 		$431M Buy
+14,067,000
New +$469M 14.6% 1

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

SIH Partners's UBS Position: Q1 2026 in Review

SIH Partners increased its UBS Group (UBS) stake by 19% in Q1 2026, buying an estimated $21.1M and bringing the position to 3,107,111 shares worth $121M. The position accounts for 1.6% of the portfolio, ranked #16.

SIH Partners first reported a position in UBS in Q4 2024 and has held it in 6 quarters since. The position peaked at $215M in Q4 2024. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • SIH Partners held 3,107,111 shares of UBS Group worth $121M as of Q1 2026.
  • SIH Partners bought 493,265 UBS Group shares in Q1 2026, an estimated $21.1M.
  • UBS Group made up 1.6% of SIH Partners's portfolio in Q1 2026, its #16 holding.
  • SIH Partners first reported a position in UBS Group in Q4 2024 and has held it in 6 quarters since.
  • SIH Partners's UBS Group position peaked at $215M in Q4 2024.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on SIH Partners's 13F filing for Q1 2026, filed 15 May 2026.