UBS AM
KB icon

UBS AM’s KB Financial Group KB Stock Holding History

UBS AM’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.76M Buy
35,783
+32,190
+896% +$3.4M ﹤0.01% 1744
2026
Q1 		$358K Buy
3,593
+2,966
+473% +$298K ﹤0.01% 2625
2025
Q4 		$53.9K Sell
627
-19,278
-97% -$1.62M ﹤0.01% 2606
2025
Q3 		$1.65M Buy
19,905
+3,925
+25% +$322K ﹤0.01% 1830
2025
Q2 		$1.32M Sell
15,980
-80,670
-83% -$5.45M ﹤0.01% 2312
2025
Q1 		$5.23M Buy
96,650
+33,650
+53% +$1.94M ﹤0.01% 1551
2024
Q4 		$3.58M Sell
63,000
-30,850
-33% -$1.99M ﹤0.01% 1766
2024
Q3 		$5.8M Buy
93,850
+29,850
+47% +$1.85M ﹤0.01% 1487
2024
Q2 		$3.62M Buy
64,000
+39,900
+166% +$2.17M ﹤0.01% 1675
2024
Q1 		$1.25M Buy
+24,100
New +$1.14M ﹤0.01% 1901
2020
Q3 		– Sell
-21,300
Closed -$593K – 2499
2020
Q2 		$593K Buy
+21,300
New +$582K ﹤0.01% 2045
2019
Q4 		– Sell
-47
Closed -$1.68K – 2707
2019
Q3 		$1.68K Hold
47
– – ﹤0.01% 2865
2019
Q2 		$1.86K Sell
47
-488
-91% -$19K ﹤0.01% 2829
2019
Q1 		$19.8K Sell
535
-66
-11% -$2.64K ﹤0.01% 2678
2018
Q4 		$25.2K Sell
601
-45
-7% -$1.97K ﹤0.01% 2618
2018
Q3 		$31.2K Buy
646
+542
+521% +$25.3K ﹤0.01% 2606
2018
Q2 		$4.83K Buy
+104
New +$5.49K ﹤0.01% 2712

Other funds holding KB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

UBS AM's KB Position: Q2 2026 in Review

UBS AM increased its KB Financial Group (KB) stake by 896% in Q2 2026, buying an estimated $3.4M and bringing the position to 35,783 shares worth $3.76M. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

UBS AM first reported a position in KB in Q2 2018 and has held it in 17 quarters since. The position peaked at $5.8M in Q3 2024. 368 funds tracked by Wall St. Rank hold KB as of Q2 2026.

  • UBS AM held 35,783 shares of KB Financial Group worth $3.76M as of Q2 2026.
  • UBS AM bought 32,190 KB Financial Group shares in Q2 2026, an estimated $3.4M.
  • KB Financial Group made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1744 holding.
  • UBS AM first reported a position in KB Financial Group in Q2 2018 and has held it in 17 quarters since.
  • UBS AM's KB Financial Group position peaked at $5.8M in Q3 2024.
  • 368 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.