Swan Capital’s UBS Group UBS Stock Holding History

Swan Capital’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	$2.38K	Hold	48	–	–	﹤0.01%	343
2026 Q1	$1.88K	Hold	48	–	–	﹤0.01%	371
2025 Q4	$2.22K	Hold	48	–	–	﹤0.01%	326
2025 Q3	$1.97K	Sell	48 -48	-50%	-$1.86K	﹤0.01%	317
2025 Q2	$3.25K	Buy	+96	New	+$2.97K	﹤0.01%	279

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

Swan Capital's UBS Position: Q2 2026 in Review

Swan Capital held its UBS Group (UBS) position steady in Q2 2026 at 48 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Swan Capital first reported a position in UBS in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.25K in Q2 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Swan Capital held 48 shares of UBS Group worth $2.38K as of Q2 2026.
Swan Capital left its UBS Group share count unchanged in Q2 2026.
UBS Group made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #343 holding.
Swan Capital first reported a position in UBS Group in Q2 2025 and has held it in 5 quarters since.
Swan Capital's UBS Group position peaked at $3.25K in Q2 2025.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.