UBS Group
SWIM icon

UBS Group’s Latham Group SWIM Stock Holding History

UBS Group’s Portfolio SWIM Stock Details SWIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.47M Buy
227,040
+80,935
+55% +$455K ﹤0.01% 5393
2026
Q1 		$785K Sell
146,105
-809,762
-85% -$5.16M ﹤0.01% 5740
2025
Q4 		$6.07M Buy
955,867
+903,032
+1,709% +$6.32M ﹤0.01% 3821
2025
Q3 		$402K Sell
52,835
-202,241
-79% -$1.49M ﹤0.01% 6247
2025
Q2 		$1.63M Buy
255,076
+99,213
+64% +$577K ﹤0.01% 5018
2025
Q1 		$1M Sell
155,863
-130,434
-46% -$877K ﹤0.01% 5282
2024
Q4 		$1.99M Buy
286,297
+244,475
+585% +$1.64M ﹤0.01% 4719
2024
Q3 		$284K Buy
41,822
+29,045
+227% +$141K ﹤0.01% 5612
2024
Q2 		$38.7K Sell
12,777
-28,648
-69% -$99.8K ﹤0.01% 6887
2024
Q1 		$164K Sell
41,425
-4,829
-10% -$13.8K ﹤0.01% 5974
2023
Q4 		$122K Buy
46,254
+14,581
+46% +$36.1K ﹤0.01% 6071
2023
Q3 		$88.7K Buy
31,673
+31,237
+7,164% +$113K ﹤0.01% 5906
2023
Q2 		$1.62K Sell
436
-18,441
-98% -$56.3K ﹤0.01% 7884
2023
Q1 		$54K Buy
18,877
+5,759
+44% +$20.2K ﹤0.01% 6397
2022
Q4 		$42.2K Sell
13,118
-50,236
-79% -$181K ﹤0.01% 6926
2022
Q3 		$227K Buy
63,354
+62,265
+5,718% +$355K ﹤0.01% 4976
2022
Q2 		$8K Sell
1,089
-3,304
-75% -$35.1K ﹤0.01% 8349
2022
Q1 		$58K Sell
4,393
-6,955
-61% -$116K ﹤0.01% 6355
2021
Q4 		$284K Buy
11,348
+10,313
+996% +$204K ﹤0.01% 5412
2021
Q3 		$17K Hold
1,035
– – ﹤0.01% 7352
2021
Q2 		$33K Buy
+1,035
New +$30.2K ﹤0.01% 6832

Other funds holding SWIM

PCM
Pamplona Capital Management New York $361M AUM 5.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FG
Formula Growth Montreal, Quebec, Canada $284M AUM 54.56% 1-Year Est. Return

UBS Group's SWIM Position: Q2 2026 in Review

UBS Group increased its Latham Group (SWIM) stake by 55% in Q2 2026, buying an estimated $455K and bringing the position to 227,040 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #5393.

UBS Group first reported a position in SWIM in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.07M in Q4 2025. 135 funds tracked by Wall St. Rank hold SWIM as of Q2 2026.

  • UBS Group held 227,040 shares of Latham Group worth $1.47M as of Q2 2026.
  • UBS Group bought 80,935 Latham Group shares in Q2 2026, an estimated $455K.
  • Latham Group made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5393 holding.
  • UBS Group first reported a position in Latham Group in Q2 2021 and has held it in 21 quarters since.
  • UBS Group's Latham Group position peaked at $6.07M in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Latham Group as of Q2 2026.

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