Simmons Bank’s UBS Group UBS Stock Holding History

Simmons Bank’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	$295K	Sell	5,949 -450	-7%	-$20.5K	0.02%	325
2026 Q1	$250K	Sell	6,399 -2,168	-25%	-$92.8K	0.02%	316
2025 Q4	$397K	Sell	8,567 -52	-0.6%	-$2.1K	0.03%	270
2025 Q3	$353K	Sell	8,619 -151	-2%	-$5.86K	0.02%	278
2025 Q2	$297K	Sell	8,770 -7,606	-46%	-$235K	0.02%	295
2025 Q1	$502K	Sell	16,376 -3,084	-16%	-$103K	0.04%	235
2024 Q4	$590K	Sell	19,460 -5,309	-21%	-$168K	0.04%	216
2024 Q3	$766K	Sell	24,769 -2,234	-8%	-$67.1K	0.06%	204
2024 Q2	$798K	Sell	27,003 -44,163	-62%	-$1.31M	0.06%	197
2024 Q1	$2.19M	Buy	71,166 +322	+0.5%	+$9.51K	0.16%	132
2023 Q4	$2.19M	Buy	70,844 +4,104	+6%	+$108K	0.18%	123
2023 Q3	$1.65M	Buy	66,740 +3,104	+5%	+$72.5K	0.15%	143
2023 Q2	$1.29M	Buy	63,636 +9,471	+17%	+$190K	0.11%	163
2023 Q1	$1.16M	Buy	+54,165	New	+$1.13M	0.1%	170

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

Simmons Bank's UBS Position: Q2 2026 in Review

Simmons Bank reduced its UBS Group (UBS) stake by 7% in Q2 2026, selling an estimated $20.5K and leaving 5,949 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #325.

Simmons Bank first reported a position in UBS in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.19M in Q4 2023. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Simmons Bank held 5,949 shares of UBS Group worth $295K as of Q2 2026.
Simmons Bank sold 450 UBS Group shares in Q2 2026, an estimated $20.5K.
UBS Group made up 0.02% of Simmons Bank's portfolio in Q2 2026, its #325 holding.
Simmons Bank first reported a position in UBS Group in Q1 2023 and has held it in 14 quarters since.
Simmons Bank's UBS Group position peaked at $2.19M in Q4 2023.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Simmons Bank's 13F filing for Q2 2026, filed 31 Jul 2026.