Vontobel Holding’s UBS Group UBS Stock Holding History

Vontobel Holding’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	$6.04M	Buy	+121,900	New	+$5.55M	0.02%	412
2026 Q1	–	Sell	-10,000	Closed	-$466K	–	1506
2025 Q4	$466K	Sell	10,000 -205,000	-95%	-$8.28M	﹤0.01%	1010
2025 Q3	$8.78M	Sell	215,000 -70,000	-25%	-$2.72M	0.03%	278
2025 Q2	$9.65M	Buy	+285,000	New	+$8.82M	0.03%	261

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

Vontobel Holding's UBS Position: Q2 2026 in Review

Vontobel Holding reduced its UBS Group (UBS) stake by 2.8% in Q2 2026, selling an estimated $19.5M and leaving 14,698,356 shares worth $728M. The position accounts for 2.32% of the portfolio, ranked #3.

Vontobel Holding first reported a position in UBS in Q2 2021 and has held it in 21 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Vontobel Holding held 14,698,356 shares of UBS Group worth $728M as of Q2 2026.
Vontobel Holding sold 427,925 UBS Group shares in Q2 2026, an estimated $19.5M.
UBS Group made up 2.32% of Vontobel Holding's portfolio in Q2 2026, its #3 holding.
Vontobel Holding first reported a position in UBS Group in Q2 2021 and has held it in 21 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.