Viking Global Investors’s UBS Group UBS Stock Holding History

Viking Global Investors’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	$121M	Buy	+2,435,805	New	+$111M	0.34%	64
2026 Q1	–	Sell	-9,128,817	Closed	-$426M	–	93
2025 Q4	$426M	Sell	9,128,817 -3,967,743	-30%	-$160M	1.13%	40
2025 Q3	$535M	Buy	13,096,560 +10,516,148	+408%	+$408M	1.39%	33
2025 Q2	$87.3M	Buy	+2,580,412	New	+$79.8M	0.25%	70
2024 Q3	–	Sell	-5,186,506	Closed	-$153M	–	103
2024 Q2	$153M	Buy	+5,186,506	New	+$154M	0.59%	42

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 Global Investors's UBS Position: Q2 2026 in Review

Viking Global Investors opened a new position in UBS Group (UBS) in Q2 2026: 2,435,805 shares worth $121M. The stake represents 0.34% of the portfolio and ranks #64 among its holdings. This is a return to the name: Viking Global Investors previously reported a position in UBS as recently as Q4 2025.

Viking Global Investors first reported a position in UBS in Q2 2024 and has held it in 5 quarters since. The position peaked at $535M in Q3 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Viking Global Investors held 2,435,805 shares of UBS Group worth $121M as of Q2 2026.
UBS Group was a new Viking Global Investors position in Q2 2026.
UBS Group made up 0.34% of Viking Global Investors's portfolio in Q2 2026, its #64 holding.
Viking Global Investors first reported a position in UBS Group in Q2 2024 and has held it in 5 quarters since.
Viking Global Investors's UBS Group position peaked at $535M in Q3 2025.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Viking Global Investors's 13F filing for Q2 2026, filed 14 Aug 2026.