UBS Group’s Exzeo Group XZO Stock Holding History

UBS Group’s Portfolio XZO Stock Details XZO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$64.6K	Sell	3,830 -40,697	-91%	-$599K	﹤0.01%	7437
2026 Q1	$653K	Buy	44,527 +36,896	+484%	+$655K	﹤0.01%	5878
2025 Q4	$185K	Buy	+7,631	New	+$145K	﹤0.01%	6617

Other funds holding XZO

Jupiter Topco New York $245B AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group's XZO Position: Q2 2026 in Review

UBS Group reduced its Exzeo Group (XZO) stake by 91% in Q2 2026, selling an estimated $599K and leaving 3,830 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #7437.

UBS Group first reported a position in XZO in Q4 2025 and has held it in 3 quarters since. The position peaked at $653K in Q1 2026. 78 funds tracked by Wall St. Rank hold XZO as of Q2 2026.

UBS Group held 3,830 shares of Exzeo Group worth $64.6K as of Q2 2026.
UBS Group sold 40,697 Exzeo Group shares in Q2 2026, an estimated $599K.
Exzeo Group made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7437 holding.
UBS Group first reported a position in Exzeo Group in Q4 2025 and has held it in 3 quarters since.
UBS Group's Exzeo Group position peaked at $653K in Q1 2026.
78 funds tracked by Wall St. Rank held Exzeo Group as of Q2 2026.

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