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 Q2	$1.06M	Buy	21,313 +66	+0.3%	+$3.01K	0.05%	333
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	Buy	51,473 +2,298	+5%	+$67.9K	0.15%	102
2023 Q4	$1.52M	Buy	49,175 +3,500	+8%	+$92K	0.16%	100
2023 Q3	$1.13M	Buy	+45,675	New	+$1.07M	0.14%	91

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

Syon Capital's UBS Position: Q2 2026 in Review

Syon Capital increased its UBS Group (UBS) stake by 0.31% in Q2 2026, buying an estimated $3.01K and bringing the position to 21,313 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #333.

Syon Capital first reported a position in UBS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.84M in Q3 2024. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Syon Capital held 21,313 shares of UBS Group worth $1.06M as of Q2 2026.
Syon Capital bought 66 UBS Group shares in Q2 2026, an estimated $3.01K.
UBS Group made up 0.05% of Syon Capital's portfolio in Q2 2026, its #333 holding.
Syon Capital first reported a position in UBS Group in Q3 2023 and has held it in 12 quarters since.
Syon Capital's UBS Group position peaked at $1.84M in Q3 2024.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.