Systrade
UBS icon

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
Q3 		$33.9M Buy
705,200
+77,900
+12% +$4.09M 17.2% 4
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
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Systrade's UBS Position: Q3 2026 in Review

Systrade increased its UBS Group (UBS) stake by 12% in Q3 2026, buying an estimated $4.09M and bringing the position to 705,200 shares worth $33.9M. The position accounts for 17.2% of the portfolio, ranked #4.

Systrade first reported a position in UBS in Q2 2024 and has held it in 10 quarters since. 268 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Systrade held 705,200 shares of UBS Group worth $33.9M as of Q3 2026.
  • Systrade bought 77,900 UBS Group shares in Q3 2026, an estimated $4.09M.
  • UBS Group made up 17.2% of Systrade's portfolio in Q3 2026, its #4 holding.
  • Systrade first reported a position in UBS Group in Q2 2024 and has held it in 10 quarters since.
  • 268 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Systrade's 13F filing for Q3 2026, filed 9 Oct 2026.