UBS AM
ZBIO

UBS AM’s Zenas BioPharma ZBIO Stock Holding History

UBS AM’s Portfolio ZBIO Stock Details ZBIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$303K Buy
15,523
+7,123
+85% +$160K ﹤0.01% 2657
2025
Q4 		$305K Buy
+8,400
New +$276K ﹤0.01% 2412
2025
Q3 		– Sell
-14,900
Closed -$144K – 2661
2025
Q2 		$144K Buy
+14,900
New +$145K ﹤0.01% 2577

Other funds holding ZBIO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $352M AUM 220.14% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $28.2B AUM 115.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
FFM
Fairmount Funds Management West Conshohocken, Pennsylvania $1.38B AUM 407.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NA
NVP Associates Menlo Park, California $176M AUM 208.78% 1-Year Est. Return

UBS AM's ZBIO Position: Q1 2026 in Review

UBS AM increased its Zenas BioPharma (ZBIO) stake by 85% in Q1 2026, buying an estimated $160K and bringing the position to 15,523 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #2657.

UBS AM first reported a position in ZBIO in Q2 2025 and has held it in 3 quarters since. The position peaked at $305K in Q4 2025. 139 funds tracked by Wall St. Rank hold ZBIO as of Q1 2026.

  • UBS AM held 15,523 shares of Zenas BioPharma worth $303K as of Q1 2026.
  • UBS AM bought 7,123 Zenas BioPharma shares in Q1 2026, an estimated $160K.
  • Zenas BioPharma made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2657 holding.
  • UBS AM first reported a position in Zenas BioPharma in Q2 2025 and has held it in 3 quarters since.
  • UBS AM's Zenas BioPharma position peaked at $305K in Q4 2025.
  • 139 funds tracked by Wall St. Rank held Zenas BioPharma as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.