UBS Group
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UBS Group’s Patria Investments PAX Stock Holding History

UBS Group’s Portfolio PAX Stock Details PAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.3M Buy
1,211,218
+293,611
+32% +$3.5M ﹤0.01% 3132
2026
Q1 		$11.6M Buy
917,607
+274,062
+43% +$3.86M ﹤0.01% 3182
2025
Q4 		$10.2M Sell
643,545
-143,096
-18% -$2.14M ﹤0.01% 3265
2025
Q3 		$11.5M Sell
786,641
-948,269
-55% -$13.2M ﹤0.01% 3142
2025
Q2 		$24.4M Buy
1,734,910
+1,406,227
+428% +$16.9M ﹤0.01% 2167
2025
Q1 		$3.71M Sell
328,683
-1,548,569
-82% -$18.1M ﹤0.01% 4092
2024
Q4 		$21.8M Buy
1,877,252
+1,731,454
+1,188% +$20.5M ﹤0.01% 2229
2024
Q3 		$1.63M Buy
145,798
+111,037
+319% +$1.32M ﹤0.01% 4202
2024
Q2 		$419K Sell
34,761
-30,116
-46% -$397K ﹤0.01% 5136
2024
Q1 		$963K Sell
64,877
-7,546
-10% -$111K ﹤0.01% 4631
2023
Q4 		$1.12M Buy
72,423
+56,982
+369% +$809K ﹤0.01% 4398
2023
Q3 		$225K Sell
15,441
-31,489
-67% -$468K ﹤0.01% 5280
2023
Q2 		$671K Buy
46,930
+25,570
+120% +$380K ﹤0.01% 4564
2023
Q1 		$316K Sell
21,360
-884
-4% -$13.5K ﹤0.01% 5039
2022
Q4 		$310K Sell
22,244
-13,449
-38% -$182K ﹤0.01% 5092
2022
Q3 		$466K Buy
35,693
+13,693
+62% +$191K ﹤0.01% 4398
2022
Q2 		$291K Buy
+22,000
New +$347K ﹤0.01% 4648
2021
Q2 		– Sell
-230
Closed -$4K – 9696
2021
Q1 		$4K Buy
+230
New +$4.41K ﹤0.01% 8425

Other funds holding PAX

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ECM
Endure Capital Management Austin, Texas $451M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
IMC
Inherent Management Corp New York $258M AUM 15.08% 1-Year Est. Return
ZEP
Zeno Equity Partners London, United Kingdom $269M AUM 6.35% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $660M AUM 27% 1-Year Est. Return

UBS Group's PAX Position: Q2 2026 in Review

UBS Group increased its Patria Investments (PAX) stake by 32% in Q2 2026, buying an estimated $3.5M and bringing the position to 1,211,218 shares worth $13.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3132.

UBS Group first reported a position in PAX in Q1 2021 and has held it in 18 quarters since. The position peaked at $24.4M in Q2 2025. 148 funds tracked by Wall St. Rank hold PAX as of Q2 2026.

  • UBS Group held 1,211,218 shares of Patria Investments worth $13.3M as of Q2 2026.
  • UBS Group bought 293,611 Patria Investments shares in Q2 2026, an estimated $3.5M.
  • Patria Investments made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3132 holding.
  • UBS Group first reported a position in Patria Investments in Q1 2021 and has held it in 18 quarters since.
  • UBS Group's Patria Investments position peaked at $24.4M in Q2 2025.
  • 148 funds tracked by Wall St. Rank held Patria Investments as of Q2 2026.

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