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Sivia Capital Partners’s UBS Group UBS Stock Holding History

Sivia Capital 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
Q2 		$586K Sell
11,817
-3,051
-21% -$139K 0.07% 304
2026
Q1 		$581K Sell
14,868
-7,338
-33% -$314K 0.11% 229
2025
Q4 		$1.03M Buy
22,206
+7,827
+54% +$316K 0.21% 104
2025
Q3 		$590K Buy
14,379
+79
+0.6% +$3.07K 0.17% 122
2025
Q2 		$484K Buy
14,300
+639
+5% +$19.8K 0.16% 133
2025
Q1 		$418K Buy
13,661
+501
+4% +$16.7K 0.2% 95
2024
Q4 		$399K Sell
13,160
-234
-2% -$7.42K 0.2% 76
2024
Q3 		$414K Sell
13,394
-284
-2% -$8.54K 0.24% 72
2024
Q2 		$404K Buy
13,678
+796
+6% +$23.7K 0.27% 63
2024
Q1 		$396K Sell
12,882
-188
-1% -$5.55K 0.27% 66
2023
Q4 		$404K Buy
+13,070
New +$344K 0.31% 57

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Sivia Capital Partners's UBS Position: Q2 2026 in Review

Sivia Capital Partners reduced its UBS Group (UBS) stake by 21% in Q2 2026, selling an estimated $139K and leaving 11,817 shares worth $586K. The position accounts for 0.07% of the portfolio, ranked #304.

Sivia Capital Partners first reported a position in UBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.03M in Q4 2025. 173 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Sivia Capital Partners held 11,817 shares of UBS Group worth $586K as of Q2 2026.
  • Sivia Capital Partners sold 3,051 UBS Group shares in Q2 2026, an estimated $139K.
  • UBS Group made up 0.07% of Sivia Capital Partners's portfolio in Q2 2026, its #304 holding.
  • Sivia Capital Partners first reported a position in UBS Group in Q4 2023 and has held it in 11 quarters since.
  • Sivia Capital Partners's UBS Group position peaked at $1.03M in Q4 2025.
  • 173 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.