Viking Fund Management’s UBS Group UBS Stock Holding History

Viking Fund 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	$496K	Sell	10,000 -7,000	-41%	-$319K	0.04%	130
2026 Q1	$664K	Buy	+17,000	New	+$728K	0.07%	126

Other funds holding UBS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Viking Fund Management's UBS Position: Q2 2026 in Review

Viking Fund Management reduced its UBS Group (UBS) stake by 41% in Q2 2026, selling an estimated $319K and leaving 10,000 shares worth $496K. The position accounts for 0.04% of the portfolio, ranked #130.

Viking Fund Management first reported a position in UBS in Q1 2026 and has held it in 2 quarters since. The position peaked at $664K in Q1 2026. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Viking Fund Management held 10,000 shares of UBS Group worth $496K as of Q2 2026.
Viking Fund Management sold 7,000 UBS Group shares in Q2 2026, an estimated $319K.
UBS Group made up 0.04% of Viking Fund Management's portfolio in Q2 2026, its #130 holding.
Viking Fund Management first reported a position in UBS Group in Q1 2026 and has held it in 2 quarters since.
Viking Fund Management's UBS Group position peaked at $664K in Q1 2026.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Viking Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.