WCM Investment Management’s UBS Group UBS Stock Holding History

WCM Investment 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	$304M	Buy	6,150,458 +300,258	+5%	+$13.7M	0.55%	39
2026 Q1	$215M	Buy	5,850,200 +639,111	+12%	+$27.4M	0.49%	40
2025 Q4	$242M	Sell	5,211,089 -6,592	-0.1%	-$266K	0.5%	43
2025 Q3	$216M	Sell	5,217,681 -4,016	-0.1%	-$156K	0.45%	38
2025 Q2	$175M	Sell	5,221,697 -82,824	-2%	-$2.56M	0.4%	40
2025 Q1	$167M	Buy	5,304,521 +119,188	+2%	+$3.97M	0.43%	42
2024 Q4	$159M	Sell	5,185,333 -8,419	-0.2%	-$267K	0.37%	45
2024 Q3	$161M	Sell	5,193,752 -81,685	-2%	-$2.45M	0.37%	45
2024 Q2	$155M	Sell	5,275,437 -34,627	-0.7%	-$1.03M	0.37%	46
2024 Q1	$163M	Buy	5,310,064 +674,394	+15%	+$19.9M	0.39%	46
2023 Q4	$144M	Buy	4,635,670 +4,568,457	+6,797%	+$120M	0.4%	41
2023 Q3	$1.66M	Buy	67,213 +8,069	+14%	+$188K	﹤0.01%	184
2023 Q2	$1.18M	Buy	+59,144	New	+$1.19M	﹤0.01%	201

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

WCM Investment Management's UBS Position: Q2 2026 in Review

WCM Investment Management increased its UBS Group (UBS) stake by 5.1% in Q2 2026, buying an estimated $13.7M and bringing the position to 6,150,458 shares worth $304M. The position accounts for 0.55% of the portfolio, ranked #39.

WCM Investment Management first reported a position in UBS in Q2 2023 and has held it in 13 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

WCM Investment Management held 6,150,458 shares of UBS Group worth $304M as of Q2 2026.
WCM Investment Management bought 300,258 UBS Group shares in Q2 2026, an estimated $13.7M.
UBS Group made up 0.55% of WCM Investment Management's portfolio in Q2 2026, its #39 holding.
WCM Investment Management first reported a position in UBS Group in Q2 2023 and has held it in 13 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on WCM Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.