Walleye Capital’s UBS Group UBS Stock Holding History

Walleye Capital’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 Q1	$7.79M	Buy	199,385 +194,404	+3,903%	+$8.32M	0.03%	525
2025 Q4	$231K	Sell	4,981 -7,042	-59%	-$285K	﹤0.01%	3469
2025 Q3	$493K	Buy	12,023 +5,552	+86%	+$216K	﹤0.01%	2619
2025 Q2	$219K	Sell	6,471 -129,378	-95%	-$4M	﹤0.01%	3295
2025 Q1	$4.16M	Buy	135,849 +110,433	+435%	+$3.68M	0.02%	903
2024 Q4	$771K	Sell	25,416 -14,349	-36%	-$455K	﹤0.01%	2612
2024 Q3	$1.23M	Buy	39,765 +24,513	+161%	+$737K	﹤0.01%	2427
2024 Q2	$451K	Sell	15,252 -236,999	-94%	-$7.05M	﹤0.01%	3594
2024 Q1	$7.75M	Buy	+252,251	New	+$7.45M	0.01%	998
2023 Q4	–	Sell	-42,967	Closed	-$1.13M	–	5547
2023 Q3	$1.06M	Buy	42,967 +40,584	+1,703%	+$948K	﹤0.01%	2209
2023 Q2	$48.3K	Buy	+2,383	New	+$47.9K	﹤0.01%	3649
2022 Q4	–	Sell	-20,095	Closed	-$292K	–	3645
2022 Q3	$292K	Buy	+20,095	New	+$322K	0.01%	1856
2022 Q1	–	Sell	-17,800	Closed	-$318K	–	2606
2021 Q4	$318K	Buy	+17,800	New	+$313K	0.01%	1225

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Walleye Capital's UBS Position: Q1 2026 in Review

Walleye Capital increased its UBS Group (UBS) stake by 3,903% in Q1 2026, buying an estimated $8.32M and bringing the position to 199,385 shares worth $7.79M. The position accounts for 0.03% of the portfolio, ranked #525.

Walleye Capital first reported a position in UBS in Q4 2021 and has held it in 13 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Walleye Capital held 199,385 shares of UBS Group worth $7.79M as of Q1 2026.
Walleye Capital bought 194,404 UBS Group shares in Q1 2026, an estimated $8.32M.
UBS Group made up 0.03% of Walleye Capital's portfolio in Q1 2026, its #525 holding.
Walleye Capital first reported a position in UBS Group in Q4 2021 and has held it in 13 quarters since.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Walleye Capital's 13F filing for Q1 2026, filed 11 May 2026.