Sterling Capital Management’s UBS Group UBS Stock Holding History

Sterling 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	$15.6K	Hold	314	–	–	﹤0.01%	2001
2026 Q1	$12.3K	Sell	314 -1	-0.3%	-$43	﹤0.01%	2271
2025 Q4	$14.6K	Hold	315	–	–	﹤0.01%	2408
2025 Q3	$12.9K	Hold	315	–	–	﹤0.01%	2353
2025 Q2	$10.7K	Hold	315	–	–	﹤0.01%	2090
2025 Q1	$9.65K	Hold	315	–	–	﹤0.01%	1877
2024 Q4	$9.55K	Hold	315	–	–	﹤0.01%	2176
2024 Q3	$9.74K	Buy	+315	New	+$9.47K	﹤0.01%	1575
2016 Q1	–	Sell	-10,049	Closed	-$195K	–	990
2015 Q4	$195K	Buy	+10,049	New	+$196K	﹤0.01%	941
2015 Q3	–	Sell	-10,164	Closed	-$215K	–	1029
2015 Q2	$215K	Buy	+10,164	New	+$212K	﹤0.01%	843

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

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

Sterling Capital Management held its UBS Group (UBS) position steady in Q2 2026 at 314 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2001.

Sterling Capital Management first reported a position in UBS in Q2 2015 and has held it in 10 quarters since. The position peaked at $215K in Q2 2015. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Sterling Capital Management held 314 shares of UBS Group worth $15.6K as of Q2 2026.
Sterling Capital Management left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2001 holding.
Sterling Capital Management first reported a position in UBS Group in Q2 2015 and has held it in 10 quarters since.
Sterling Capital Management's UBS Group position peaked at $215K in Q2 2015.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.