Vanguard Capital Management’s UBS Group UBS Stock Holding History

Vanguard Capital Management’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	$4.86B	Buy	98,080,411 +816,468	+0.8%	+$37.2M	0.1%	155
2026 Q1	$3.79B	Buy	+97,263,943	New	+$4.16B	0.09%	189

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Vanguard Capital Management's UBS Position: Q2 2026 in Review

Vanguard Capital Management increased its UBS Group (UBS) stake by 0.84% in Q2 2026, buying an estimated $37.2M and bringing the position to 98,080,411 shares worth $4.86B. The position accounts for 0.1% of the portfolio, ranked #155.

Vanguard Capital Management first reported a position in UBS in Q1 2026 and has held it in 2 quarters since. 719 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Vanguard Capital Management held 98,080,411 shares of UBS Group worth $4.86B as of Q2 2026.
Vanguard Capital Management bought 816,468 UBS Group shares in Q2 2026, an estimated $37.2M.
UBS Group made up 0.1% of Vanguard Capital Management's portfolio in Q2 2026, its #155 holding.
Vanguard Capital Management first reported a position in UBS Group in Q1 2026 and has held it in 2 quarters since.
719 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Vanguard Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.