Syon Capital’s UBS Group UBS Stock Holding History

Syon 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 Q1	$830K	Sell	21,247 -712	-3%	-$30.5K	0.04%	361
2025 Q4	$1.02M	Sell	21,959 -1,138	-5%	-$46K	0.05%	299
2025 Q3	$947K	Buy	23,097 +5,494	+31%	+$213K	0.05%	275
2025 Q2	$595K	Buy	17,603 +2,716	+18%	+$84K	0.04%	322
2025 Q1	$456K	Sell	14,887 -868	-6%	-$28.9K	0.04%	332
2024 Q4	$478K	Sell	15,755 -43,764	-74%	-$1.39M	0.04%	296
2024 Q3	$1.84M	Buy	59,519 +1,966	+3%	+$59.1K	0.16%	96
2024 Q2	$1.7M	Buy	57,553 +6,080	+12%	+$181K	0.16%	98
2024 Q1	$1.58M	Sell	51,473 -46,877	-48%	-$1.38M	0.15%	102
2023 Q4	$3.04M	Buy	98,350 +52,675	+115%	+$1.39M	0.13%	105
2023 Q3	$1.13M	Buy	+45,675	New	+$1.07M	0.14%	91

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Syon Capital's UBS Position: Q1 2026 in Review

Syon Capital reduced its UBS Group (UBS) stake by 3.2% in Q1 2026, selling an estimated $30.5K and leaving 21,247 shares worth $830K. The position accounts for 0.04% of the portfolio, ranked #361.

Syon Capital first reported a position in UBS in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.04M in Q4 2023. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Syon Capital held 21,247 shares of UBS Group worth $830K as of Q1 2026.
Syon Capital sold 712 UBS Group shares in Q1 2026, an estimated $30.5K.
UBS Group made up 0.04% of Syon Capital's portfolio in Q1 2026, its #361 holding.
Syon Capital first reported a position in UBS Group in Q3 2023 and has held it in 11 quarters since.
Syon Capital's UBS Group position peaked at $3.04M in Q4 2023.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.