Truvestments Capital’s UBS Group UBS Stock Holding History

Truvestments Capital’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	$297	Sell	6 -342	-98%	-$15.6K	﹤0.01%	1090
2026 Q1	$13.6K	Buy	348 +342	+5,700%	+$14.6K	﹤0.01%	705
2025 Q4	$278	Hold	6	–	–	﹤0.01%	973
2025 Q3	$246	Hold	6	–	–	﹤0.01%	990
2025 Q2	$203	Sell	6 -460	-99%	-$14.2K	﹤0.01%	923
2025 Q1	$14.3K	Buy	+466	New	+$15.5K	﹤0.01%	600
2022 Q1	–	Sell	-417	Closed	-$7K	–	521
2021 Q4	$7K	Hold	417	–	–	﹤0.01%	446
2021 Q3	$7K	Hold	417	–	–	﹤0.01%	424
2021 Q2	$6K	Buy	417 +8	+2%	+$126	﹤0.01%	443
2021 Q1	$6K	Hold	409	–	–	﹤0.01%	510
2020 Q4	$5K	Buy	+409	New	+$5.42K	﹤0.01%	500
2020 Q3	–	Sell	-827	Closed	-$9K	–	537
2020 Q2	$9K	Sell	827 -242	-23%	-$2.49K	0.01%	393
2020 Q1	$9K	Buy	+1,069	New	+$12.3K	0.01%	364
2019 Q4	–	Sell	-1,069	Closed	-$12K	–	555
2019 Q3	$12K	Hold	1,069	–	–	0.01%	480
2019 Q2	$13K	Buy	1,069 +58	+6%	+$711	0.01%	497
2019 Q1	$12K	Buy	+1,011	New	+$12.8K	0.01%	497
2018 Q3	$16K	Buy	+1,011	New	+$15.9K	0.01%	560

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

Truvestments Capital's UBS Position: Q2 2026 in Review

Truvestments Capital reduced its UBS Group (UBS) stake by 98% in Q2 2026, selling an estimated $15.6K and leaving 6 shares worth $297. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Truvestments Capital first reported a position in UBS in Q3 2018 and has held it in 17 quarters since. The position peaked at $16K in Q3 2018. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Truvestments Capital held 6 shares of UBS Group worth $297 as of Q2 2026.
Truvestments Capital sold 342 UBS Group shares in Q2 2026, an estimated $15.6K.
UBS Group made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #1090 holding.
Truvestments Capital first reported a position in UBS Group in Q3 2018 and has held it in 17 quarters since.
Truvestments Capital's UBS Group position peaked at $16K in Q3 2018.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.