Systrade’s UBS Group UBS Stock Holding History

Systrade’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	$31.1M	Hold	627,300	–	–	19.46%	3
2026 Q1	$24.5M	Buy	627,300 +2,300	+0.4%	+$98.4K	16.45%	3
2025 Q4	$29.1M	Hold	625,000	–	–	17.78%	3
2025 Q3	$25.5M	Hold	625,000	–	–	18.84%	3
2025 Q2	$20.9M	Buy	625,000 +30,000	+5%	+$928K	23.71%	2
2025 Q1	$18.1M	Buy	595,000 +100,000	+20%	+$3.33M	25.18%	2
2024 Q4	$12.5M	Buy	495,000 +10,000	+2%	+$317K	21.29%	2
2024 Q3	$14.8M	Buy	485,000 +385,000	+385%	+$11.6M	31.08%	2
2024 Q2	$2.94M	Buy	+100,000	New	+$2.97M	5.02%	2

Other funds holding UBS

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

CDDEC

Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

MIF

Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return

PNAA

Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

Systrade's UBS Position: Q2 2026 in Review

Systrade held its UBS Group (UBS) position steady in Q2 2026 at 627,300 shares worth $31.1M. The position accounts for 19.46% of the portfolio, ranked #3.

Systrade first reported a position in UBS in Q2 2024 and has held it in 9 quarters since. 195 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Systrade held 627,300 shares of UBS Group worth $31.1M as of Q2 2026.
Systrade left its UBS Group share count unchanged in Q2 2026.
UBS Group made up 19.46% of Systrade's portfolio in Q2 2026, its #3 holding.
Systrade first reported a position in UBS Group in Q2 2024 and has held it in 9 quarters since.
195 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Systrade's 13F filing for Q2 2026, filed 7 Jul 2026.