Stamos Capital Partners’s UBS Group UBS Stock Holding History

Stamos 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	$3.09M	Sell	62,364 -8,012	-11%	-$365K	0.47%	77
2026 Q1	$2.75M	Buy	70,376 +23,697	+51%	+$1.01M	0.43%	74
2025 Q4	$2.16M	Sell	46,679 -5,839	-11%	-$236K	0.35%	88
2025 Q3	$2.15M	Sell	52,518 -17,946	-25%	-$697K	0.41%	67
2025 Q2	$2.38M	Buy	70,464 +24,824	+54%	+$768K	0.43%	70
2025 Q1	$1.4M	Sell	45,640 -11,860	-21%	-$396K	0.37%	81
2024 Q4	$1.74M	Buy	57,500 +15,620	+37%	+$495K	0.41%	73
2024 Q3	$1.29M	Buy	41,880 +440	+1%	+$13.2K	0.3%	79
2024 Q2	$1.22M	Buy	41,440 +15,750	+61%	+$468K	0.26%	94
2024 Q1	$789K	Buy	25,690 +8,590	+50%	+$254K	0.18%	100
2023 Q4	$528K	Buy	+17,100	New	+$450K	0.14%	92
2020 Q4	–	Sell	-173,000	Closed	-$1.93M	–	74
2020 Q3	$1.93M	Hold	173,000	–	–	0.72%	31
2020 Q2	$2M	Buy	173,000 +14,270	+9%	+$147K	1.14%	21
2020 Q1	$1.47M	Buy	+158,730	New	+$1.83M	0.77%	44
2019 Q4	–	Sell	-118,000	Closed	-$1.33M	–	61
2019 Q3	$1.33M	Buy	118,000 +96,000	+436%	+$1.08M	1.19%	23
2019 Q2	$262K	Buy	22,000 +3,000	+16%	+$36.8K	0.26%	44
2019 Q1	$241K	Buy	+19,000	New	+$241K	0.31%	57

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

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

Stamos Capital Partners reduced its UBS Group (UBS) stake by 11% in Q2 2026, selling an estimated $365K and leaving 62,364 shares worth $3.09M. The position accounts for 0.47% of the portfolio, ranked #77.

Stamos Capital Partners first reported a position in UBS in Q1 2019 and has held it in 17 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Stamos Capital Partners held 62,364 shares of UBS Group worth $3.09M as of Q2 2026.
Stamos Capital Partners sold 8,012 UBS Group shares in Q2 2026, an estimated $365K.
UBS Group made up 0.47% of Stamos Capital Partners's portfolio in Q2 2026, its #77 holding.
Stamos Capital Partners first reported a position in UBS Group in Q1 2019 and has held it in 17 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Stamos Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.