Steve Schonfeld’s UBS Group UBS Stock Holding History

Steve Schonfeld’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	$1.26M	Sell	25,496 -43,874	-63%	-$2M	﹤0.01%	1334
2026 Q1	$2.71M	Buy	69,370 +39,944	+136%	+$1.71M	0.02%	695
2025 Q4	$1.36M	Buy	29,426 +13,715	+87%	+$554K	0.01%	996
2025 Q3	$644K	Buy	+15,711	New	+$610K	﹤0.01%	1573
2024 Q4	–	Sell	-56,701	Closed	-$1.75M	–	2399
2024 Q3	$1.75M	Buy	+56,701	New	+$1.7M	0.01%	936
2024 Q2	–	Sell	-58,892	Closed	-$1.81M	–	2576
2024 Q1	$1.81M	Buy	+58,892	New	+$1.74M	0.01%	1027
2023 Q2	–	Sell	-10,900	Closed	-$233K	–	2505
2023 Q1	$233K	Buy	+10,900	New	+$227K	﹤0.01%	1478
2022 Q3	–	Sell	-231,023	Closed	-$3.72M	–	3171
2022 Q2	$3.72M	Buy	+231,023	New	+$4.05M	0.04%	547
2022 Q1	–	Sell	-23,833	Closed	-$429K	–	2938
2021 Q4	$429K	Sell	23,833 -6,030	-20%	-$106K	﹤0.01%	1338
2021 Q3	$481K	Sell	29,863 -182,085	-86%	-$2.95M	0.01%	1295
2021 Q2	$3.25M	Buy	211,948 +122,715	+138%	+$1.94M	0.03%	569
2021 Q1	$1.38M	Buy	89,233 +39,733	+80%	+$611K	0.02%	781
2020 Q4	$700K	Sell	49,500 -174,199	-78%	-$2.31M	0.01%	927
2020 Q3	$2.5M	Buy	223,699 +39,616	+22%	+$475K	0.05%	444
2020 Q2	$2.12M	Buy	184,083 +33,785	+22%	+$348K	0.05%	390
2020 Q1	$1.41M	Buy	150,298 +69,996	+87%	+$807K	0.09%	275
2019 Q4	$1.01M	Buy	+80,302	New	+$955K	0.02%	506
2019 Q3	–	Sell	-23,000	Closed	-$272K	–	1248
2019 Q2	$272K	Buy	23,000 +11,200	+95%	+$137K	0.01%	806
2019 Q1	$143K	Buy	+11,800	New	+$149K	0.01%	980
2016 Q3	–	Sell	-13,423	Closed	-$174K	–	551
2016 Q2	$174K	Buy	+13,423	New	+$205K	0.04%	389

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

Steve Schonfeld's UBS Position: Q2 2026 in Review

Steve Schonfeld reduced its UBS Group (UBS) stake by 63% in Q2 2026, selling an estimated $2M and leaving 25,496 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Steve Schonfeld first reported a position in UBS in Q2 2016 and has held it in 20 quarters since. The position peaked at $3.72M in Q2 2022. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Steve Schonfeld held 25,496 shares of UBS Group worth $1.26M as of Q2 2026.
Steve Schonfeld sold 43,874 UBS Group shares in Q2 2026, an estimated $2M.
UBS Group made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #1334 holding.
Steve Schonfeld first reported a position in UBS Group in Q2 2016 and has held it in 20 quarters since.
Steve Schonfeld's UBS Group position peaked at $3.72M in Q2 2022.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.