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Value Partners Investments’s UBS Group UBS Stock Holding History

Value Partners Investments’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.8M Sell
238,892
-1,198
-0.5% -$54.6K 0.83% 21
2026
Q1 		$9.39M Hold
240,090
– – 0.72% 26
2025
Q4 		$11.1M Hold
240,090
– – 0.85% 22
2025
Q3 		$9.84M Sell
240,090
-19,766
-8% -$768K 0.8% 22
2025
Q2 		$8.79M Sell
259,856
-1,025
-0.4% -$31.7K 0.69% 25
2025
Q1 		$8M Buy
+260,881
New +$8.7M 0.69% 26
2024
Q4 		– Sell
-260,881
Closed -$8.07M – 88
2024
Q3 		$8.07M Hold
260,881
– – 0.65% 23
2024
Q2 		$7.7M Hold
260,881
– – 0.67% 22
2024
Q1 		$8M Sell
260,881
-2,000
-0.8% -$59.1K 0.65% 20
2023
Q4 		$8.1M Sell
262,881
-40,000
-13% -$1.05M 0.65% 20
2023
Q3 		$7.47M Sell
302,881
-553
-0.2% -$12.9K 0.62% 21
2023
Q2 		$6.15M Buy
303,434
+100,000
+49% +$2.01M 0.49% 22
2023
Q1 		$4.34M Sell
203,434
-120,060
-37% -$2.5M 0.36% 31
2022
Q4 		$6.04M Sell
323,494
-3,185
-1% -$54.2K 0.52% 22
2022
Q3 		$4.75M Sell
326,679
-697
-0.2% -$11.2K 0.47% 27
2022
Q2 		$5.31M Sell
327,376
-341
-0.1% -$5.98K 0.49% 27
2022
Q1 		$6.4M Sell
327,717
-45,000
-12% -$851K 0.54% 24
2021
Q4 		$6.64M Buy
372,717
+5,213
+1% +$91.8K 0.54% 26
2021
Q3 		$5.83M Buy
367,504
+285
+0.1% +$4.62K 0.49% 34
2021
Q2 		$5.63M Buy
367,219
+36,978
+11% +$584K 0.46% 33
2021
Q1 		$5.13M Sell
330,241
-76,909
-19% -$1.18M 0.44% 32
2020
Q4 		$5.76M Sell
407,150
-2,403
-0.6% -$31.8K 0.51% 34
2020
Q3 		$4.57M Buy
409,553
+199,600
+95% +$2.39M 0.46% 39
2020
Q2 		$2.42M Buy
+209,953
New +$2.16M 0.25% 43

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Value Partners Investments's UBS Position: Q2 2026 in Review

Value Partners Investments reduced its UBS Group (UBS) stake by 0.5% in Q2 2026, selling an estimated $54.6K and leaving 238,892 shares worth $11.8M. The position accounts for 0.83% of the portfolio, ranked #21.

Value Partners Investments first reported a position in UBS in Q2 2020 and has held it in 24 quarters since. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Value Partners Investments held 238,892 shares of UBS Group worth $11.8M as of Q2 2026.
  • Value Partners Investments sold 1,198 UBS Group shares in Q2 2026, an estimated $54.6K.
  • UBS Group made up 0.83% of Value Partners Investments's portfolio in Q2 2026, its #21 holding.
  • Value Partners Investments first reported a position in UBS Group in Q2 2020 and has held it in 24 quarters since.
  • 763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Value Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.