UBS Group
YB

UBS Group’s Yuanbao Inc YB Stock Holding History

UBS Group’s Portfolio YB Stock Details YB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$114K Sell
7,512
-12,595
-63% -$200K ﹤0.01% 7114
2026
Q1 		$355K Buy
20,107
+20,102
+402,040% +$393K ﹤0.01% 6313
2025
Q4 		$101 Sell
5
-2,175
-100% -$46.1K ﹤0.01% 10185
2025
Q3 		$42.8K Buy
+2,180
New +$55.4K ﹤0.01% 7674

Other funds holding YB

FG
Franchise GP Grand Cayman $215M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
RQS
Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
W
WealthCollab Bellevue, Washington $276M AUM 33.83% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $32B AUM 32.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

UBS Group's YB Position: Q2 2026 in Review

UBS Group reduced its Yuanbao Inc (YB) stake by 63% in Q2 2026, selling an estimated $200K and leaving 7,512 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #7114.

UBS Group first reported a position in YB in Q3 2025 and has held it in 4 quarters since. The position peaked at $355K in Q1 2026. 12 funds tracked by Wall St. Rank hold YB as of Q2 2026.

  • UBS Group held 7,512 shares of Yuanbao Inc worth $114K as of Q2 2026.
  • UBS Group sold 12,595 Yuanbao Inc shares in Q2 2026, an estimated $200K.
  • Yuanbao Inc made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7114 holding.
  • UBS Group first reported a position in Yuanbao Inc in Q3 2025 and has held it in 4 quarters since.
  • UBS Group's Yuanbao Inc position peaked at $355K in Q1 2026.
  • 12 funds tracked by Wall St. Rank held Yuanbao Inc as of Q2 2026.

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