UBS Group
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UBS Group’s Ellomay Capital Ltd ELLO Stock Holding History

UBS Group’s Portfolio ELLO Stock Details ELLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-115
Closed -$2.79K – 10661
2025
Q4 		$2.79K Sell
115
-2,312
-95% -$48.1K ﹤0.01% 9223
2025
Q3 		$43.7K Sell
2,427
-164
-6% -$2.91K ﹤0.01% 7661
2025
Q2 		$44.6K Sell
2,591
-1,141
-31% -$17K ﹤0.01% 7866
2025
Q1 		$56.7K Buy
3,732
+231
+7% +$3.7K ﹤0.01% 7487
2024
Q4 		$56.9K Buy
+3,501
New +$50.9K ﹤0.01% 7219
2024
Q3 		– Sell
-111
Closed -$1.28K – 9626
2024
Q2 		$1.28K Buy
111
+32
+41% +$465 ﹤0.01% 8606
2024
Q1 		$1.24K Buy
79
+78
+7,800% +$1.27K ﹤0.01% 8181
2023
Q4 		$15 Buy
+1
New +$13 ﹤0.01% 9091
2023
Q2 		– Sell
-6,758
Closed -$81.1K – 9086
2023
Q1 		$81.1K Sell
6,758
-2,845
-30% -$40.5K ﹤0.01% 6093
2022
Q4 		$143K Sell
9,603
-5,657
-37% -$96.6K ﹤0.01% 5764
2022
Q3 		$304K Sell
15,260
-1,197
-7% -$29.6K ﹤0.01% 4763
2022
Q2 		$369K Sell
16,457
-2,277
-12% -$55.5K ﹤0.01% 4491
2022
Q1 		$476K Buy
18,734
+18,643
+20,487% +$500K ﹤0.01% 4733
2021
Q4 		$3K Sell
91
-782
-90% -$23.6K ﹤0.01% 9653
2021
Q3 		$23K Buy
873
+677
+345% +$19.1K ﹤0.01% 7008
2021
Q2 		$6K Buy
196
+135
+221% +$4.1K ﹤0.01% 8434
2021
Q1 		$2K Sell
61
-1,011
-94% -$33.1K ﹤0.01% 8607
2020
Q4 		$36K Buy
1,072
+862
+410% +$29.3K ﹤0.01% 6477
2020
Q3 		$6K Buy
+210
New +$5.68K ﹤0.01% 7212
2020
Q1 		– Sell
-49
Closed -$1K – 8056
2019
Q4 		$1K Sell
49
-48
-49% -$633 ﹤0.01% 7934
2019
Q3 		$1K Sell
97
-283
-74% -$3.61K ﹤0.01% 7826
2019
Q2 		$4K Sell
380
-191
-33% -$1.75K ﹤0.01% 7444
2019
Q1 		$5K Sell
571
-1,176
-67% -$10K ﹤0.01% 7155
2018
Q4 		$14K Sell
1,747
-4
-0.2% -$32 ﹤0.01% 7034
2018
Q3 		$15K Buy
1,751
+741
+73% +$6.25K ﹤0.01% 6960
2018
Q2 		$9K Sell
1,010
-598
-37% -$4.95K ﹤0.01% 7185
2018
Q1 		$14K Hold
1,608
– – ﹤0.01% 6653
2017
Q4 		$14K Sell
1,608
-2,558
-61% -$21.4K ﹤0.01% 6799
2017
Q3 		$33K Sell
4,166
-423
-9% -$3.65K ﹤0.01% 6095
2017
Q2 		$40K Buy
+4,589
New +$39K ﹤0.01% 5816
2017
Q1 		– Sell
-500
Closed -$4K – 7717
2016
Q4 		$4K Sell
500
-391
-44% -$3.13K ﹤0.01% 7318
2016
Q3 		$9K Buy
891
+10
+1% +$87 ﹤0.01% 6840
2016
Q2 		$7K Sell
881
-27
-3% -$212 ﹤0.01% 6965
2016
Q1 		$7K Buy
908
+30
+3% +$249 ﹤0.01% 6847
2015
Q4 		$7K Buy
878
+378
+76% +$3.27K ﹤0.01% 7500
2015
Q3 		$4K Sell
500
-644
-56% -$5.83K ﹤0.01% 7805
2015
Q2 		$9K Sell
1,144
-420
-27% -$3.47K ﹤0.01% 7528
2015
Q1 		$13K Sell
1,564
-215
-12% -$1.93K ﹤0.01% 7419
2014
Q4 		$17K Buy
+1,779
New +$16.8K ﹤0.01% 7871

Other funds holding ELLO

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
YLHM
Yelin Lapidot Holdings Management Tel Aviv, Israel $527M AUM 50.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's ELLO Position: Q1 2026 in Review

UBS Group sold out of Ellomay Capital Ltd (ELLO) in Q1 2026, closing a stake of 115 shares — an estimated $2.79K sold.

UBS Group first reported a position in ELLO in Q4 2014 and held it in 39 quarters. The position peaked at $476K in Q1 2022. 7 funds tracked by Wall St. Rank hold ELLO as of Q1 2026.

  • UBS Group reported no remaining Ellomay Capital Ltd position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 115 Ellomay Capital Ltd shares in Q1 2026, an estimated $2.79K.
  • UBS Group first reported a position in Ellomay Capital Ltd in Q4 2014 and held it in 39 quarters.
  • UBS Group's Ellomay Capital Ltd position peaked at $476K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Ellomay Capital Ltd as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.