Towarzystwo Funduszy Inwestycyjnych PZU SA’s UBS Group UBS Stock Holding History

Towarzystwo Funduszy Inwestycyjnych PZU SA’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	$259K	Sell	5,225 -475	-8%	-$21.6K	0.07%	179
2026 Q1	$219K	Buy	5,700 +950	+20%	+$40.7K	0.07%	172
2025 Q4	$221K	Buy	4,750 +500	+12%	+$20.2K	0.06%	171
2025 Q3	$174K	Sell	4,250 -800	-16%	-$31.1K	0.04%	196
2025 Q2	$170K	Buy	5,050 +950	+23%	+$29.4K	0.05%	184
2025 Q1	$125K	Buy	4,100 +650	+19%	+$21.7K	0.04%	200
2024 Q4	$106K	Hold	3,450	–	–	0.03%	198
2024 Q3	$107K	Hold	3,450	–	–	0.04%	194
2024 Q2	$101K	Buy	3,450 +812	+31%	+$24.1K	0.04%	181
2024 Q1	$81.2K	Hold	2,638	–	–	0.03%	211
2023 Q4	$81.9K	Buy	+2,638	New	+$69.4K	0.04%	189
2021 Q3	$43.1K	Hold	2,688	–	–	0.05%	140
2021 Q2	$41.2K	Hold	2,688	–	–	0.05%	160
2021 Q1	$41.8K	Hold	2,688	–	–	0.06%	137
2020 Q4	$38K	Buy	+2,688	New	+$35.6K	0.04%	127

Other funds holding UBS

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

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

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

Towarzystwo Funduszy Inwestycyjnych PZU SA's UBS Position: Q2 2026 in Review

Towarzystwo Funduszy Inwestycyjnych PZU SA reduced its UBS Group (UBS) stake by 8.3% in Q2 2026, selling an estimated $21.6K and leaving 5,225 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #179.

Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in UBS in Q4 2020 and has held it in 15 quarters since. 535 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Towarzystwo Funduszy Inwestycyjnych PZU SA held 5,225 shares of UBS Group worth $259K as of Q2 2026.
Towarzystwo Funduszy Inwestycyjnych PZU SA sold 475 UBS Group shares in Q2 2026, an estimated $21.6K.
UBS Group made up 0.07% of Towarzystwo Funduszy Inwestycyjnych PZU SA's portfolio in Q2 2026, its #179 holding.
Towarzystwo Funduszy Inwestycyjnych PZU SA first reported a position in UBS Group in Q4 2020 and has held it in 15 quarters since.
535 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Towarzystwo Funduszy Inwestycyjnych PZU SA's 13F filing for Q2 2026, filed 7 Aug 2026.