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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
2021
Q4 		– Sell
-500,000
Closed -$8.05M – 2555
2021
Q3 		$8.05M Buy
+500,000
New +$8.1M 0.08% 314

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
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.