Tidal Investments’s UBS Group UBS Stock Holding History

Tidal Investments’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	$8.3M	Buy	+167,457	New	+$7.63M	0.01%	763
2022 Q2	–	Sell	-81,191	Closed	-$1.59M	–	1190
2022 Q1	$1.59M	Sell	81,191 -8,735	-10%	-$165K	0.05%	291
2021 Q4	$1.61M	Buy	89,926 +7,529	+9%	+$133K	0.05%	266
2021 Q3	$1.31M	Buy	82,397 +15,619	+23%	+$253K	0.05%	253
2021 Q2	$1.02M	Buy	+66,778	New	+$1.05M	0.04%	282

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

Tidal Investments's UBS Position: Q2 2026 in Review

Tidal Investments opened a new position in UBS Group (UBS) in Q2 2026: 167,457 shares worth $8.3M. The stake represents 0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Tidal Investments previously reported a position in UBS as recently as Q1 2022.

Tidal Investments first reported a position in UBS in Q2 2021 and has held it in 5 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Tidal Investments held 167,457 shares of UBS Group worth $8.3M as of Q2 2026.
UBS Group was a new Tidal Investments position in Q2 2026.
UBS Group made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #763 holding.
Tidal Investments first reported a position in UBS Group in Q2 2021 and has held it in 5 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.