Summit Global Investments’s UBS Group UBS Stock Holding History

Summit Global Investments’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	$626K	Sell	12,636 -828	-6%	-$37.7K	0.03%	300
2026 Q1	$526K	Buy	13,464 +7,199	+115%	+$308K	0.03%	318
2025 Q4	$290K	Sell	6,265 -1,775	-22%	-$71.7K	0.02%	419
2025 Q3	$330K	Sell	8,040 -45,158	-85%	-$1.75M	0.02%	383
2025 Q2	$1.8M	Sell	53,198 -11,049	-17%	-$342K	0.11%	125
2025 Q1	$1.97M	Buy	+64,247	New	+$2.14M	0.14%	88
2024 Q4	–	Sell	-23,445	Closed	-$725K	–	639
2024 Q3	$725K	Sell	23,445 -24,287	-51%	-$730K	0.05%	300
2024 Q2	$1.41M	Buy	+47,732	New	+$1.42M	0.1%	167

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

Summit Global Investments's UBS Position: Q2 2026 in Review

Summit Global Investments reduced its UBS Group (UBS) stake by 6.1% in Q2 2026, selling an estimated $37.7K and leaving 12,636 shares worth $626K. The position accounts for 0.03% of the portfolio, ranked #300.

Summit Global Investments first reported a position in UBS in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.97M in Q1 2025. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Summit Global Investments held 12,636 shares of UBS Group worth $626K as of Q2 2026.
Summit Global Investments sold 828 UBS Group shares in Q2 2026, an estimated $37.7K.
UBS Group made up 0.03% of Summit Global Investments's portfolio in Q2 2026, its #300 holding.
Summit Global Investments first reported a position in UBS Group in Q2 2024 and has held it in 8 quarters since.
Summit Global Investments's UBS Group position peaked at $1.97M in Q1 2025.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.