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Studio Investment Management’s UBS Group UBS Stock Holding History

Studio Investment 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 		$559K Sell
11,286
-198
-2% -$9.02K 0.09% 122
2026
Q1 		$449K Sell
11,484
-28
-0.2% -$1.2K 0.08% 123
2025
Q4 		$533K Sell
11,512
-863
-7% -$34.9K 0.1% 118
2025
Q3 		$507K Sell
12,375
-766
-6% -$29.7K 0.1% 119
2025
Q2 		$444K Sell
13,141
-249
-2% -$7.71K 0.09% 126
2025
Q1 		$410K Sell
13,390
-1,946
-13% -$64.9K 0.08% 127
2024
Q4 		$465K Sell
15,336
-220
-1% -$6.97K 0.1% 113
2024
Q3 		$481K Buy
15,556
+464
+3% +$13.9K 0.1% 116
2024
Q2 		$446K Buy
15,092
+184
+1% +$5.47K 0.1% 109
2024
Q1 		$458K Buy
14,908
+1,002
+7% +$29.6K 0.11% 111
2023
Q4 		$430K Sell
13,906
-2,541
-15% -$66.8K 0.11% 106
2023
Q3 		$405K Sell
16,447
-3,829
-19% -$89.4K 0.11% 100
2023
Q2 		$411K Buy
20,276
+39
+0.2% +$784 0.12% 100
2023
Q1 		$432K Sell
20,237
-2,549
-11% -$53.2K 0.13% 86
2022
Q4 		$425K Buy
22,786
+879
+4% +$14.9K 0.14% 81
2022
Q3 		$318K Buy
21,907
+320
+1% +$5.12K 0.11% 104
2022
Q2 		$350K Buy
21,587
+1,794
+9% +$31.4K 0.12% 101
2022
Q1 		$387K Sell
19,793
-1,320
-6% -$25K 0.13% 85
2021
Q4 		$377K Buy
21,113
+1,295
+7% +$22.8K 0.14% 88
2021
Q3 		$316K Buy
+19,818
New +$321K 0.14% 80

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

Studio Investment Management's UBS Position: Q2 2026 in Review

Studio Investment Management reduced its UBS Group (UBS) stake by 1.7% in Q2 2026, selling an estimated $9.02K and leaving 11,286 shares worth $559K. The position accounts for 0.09% of the portfolio, ranked #122.

Studio Investment Management first reported a position in UBS in Q3 2021 and has held it in 20 quarters since. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Studio Investment Management held 11,286 shares of UBS Group worth $559K as of Q2 2026.
  • Studio Investment Management sold 198 UBS Group shares in Q2 2026, an estimated $9.02K.
  • UBS Group made up 0.09% of Studio Investment Management's portfolio in Q2 2026, its #122 holding.
  • Studio Investment Management first reported a position in UBS Group in Q3 2021 and has held it in 20 quarters since.
  • 763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.