VCM
UBS icon

Versant Capital Management’s UBS Group UBS Stock Holding History

Versant 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 		$1.17M Buy
23,532
+1,400
+6% +$63.8K 0.1% 114
2026
Q1 		$865K Buy
22,132
+3,924
+22% +$168K 0.09% 141
2025
Q4 		$843K Buy
18,208
+1,649
+10% +$66.6K 0.11% 113
2025
Q3 		$679K Sell
16,559
-530
-3% -$20.6K 0.09% 143
2025
Q2 		$578K Buy
17,089
+706
+4% +$21.8K 0.09% 142
2025
Q1 		$502K Buy
16,383
+15,068
+1,146% +$503K 0.08% 157
2024
Q4 		$39.9K Buy
+1,315
New +$41.7K 0.01% 679

Other funds holding UBS

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CCP
Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return
MIF
Mediolanum International Funds Dublin 1, Ireland $11.7B AUM 47.18% 1-Year Est. Return
S
Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

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

Versant Capital Management increased its UBS Group (UBS) stake by 6.3% in Q2 2026, buying an estimated $63.8K and bringing the position to 23,532 shares worth $1.17M. The position accounts for 0.1% of the portfolio, ranked #114.

Versant Capital Management first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. 166 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Versant Capital Management held 23,532 shares of UBS Group worth $1.17M as of Q2 2026.
  • Versant Capital Management bought 1,400 UBS Group shares in Q2 2026, an estimated $63.8K.
  • UBS Group made up 0.1% of Versant Capital Management's portfolio in Q2 2026, its #114 holding.
  • Versant Capital Management first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
  • 166 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.