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Triasima Portfolio Management’s UBS Group UBS Stock Holding History

Triasima Portfolio Management’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 		$7.65M Buy
154,449
+6,189
+4% +$282K 1.03% 36
2026
Q1 		$5.79M Buy
148,260
+3,905
+3% +$167K 0.88% 43
2025
Q4 		$6.69M Sell
144,355
-610
-0.4% -$24.6K 1% 31
2025
Q3 		$5.94M Buy
+144,965
New +$5.63M 0.9% 35

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Triasima Portfolio Management's UBS Position: Q2 2026 in Review

Triasima Portfolio Management increased its UBS Group (UBS) stake by 4.2% in Q2 2026, buying an estimated $282K and bringing the position to 154,449 shares worth $7.65M. The position accounts for 1.03% of the portfolio, ranked #36.

Triasima Portfolio Management first reported a position in UBS in Q3 2025 and has held it in 4 quarters since. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Triasima Portfolio Management held 154,449 shares of UBS Group worth $7.65M as of Q2 2026.
  • Triasima Portfolio Management bought 6,189 UBS Group shares in Q2 2026, an estimated $282K.
  • UBS Group made up 1.03% of Triasima Portfolio Management's portfolio in Q2 2026, its #36 holding.
  • Triasima Portfolio Management first reported a position in UBS Group in Q3 2025 and has held it in 4 quarters since.
  • 763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Triasima Portfolio Management's 13F filing for Q2 2026, filed 21 Jul 2026.