WorldQuant Millennium Advisors’s UBS Group UBS Stock Holding History

WorldQuant Millennium Advisors’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	$18.5M	Sell	374,138 -113,826	-23%	-$5.18M	0.06%	243
2026 Q1	$18.7M	Sell	487,964 -26,633	-5%	-$1.14M	0.07%	226
2025 Q4	$24M	Sell	514,597 -367,033	-42%	-$14.8M	0.09%	203
2025 Q3	$36M	Buy	881,630 +3,313	+0.4%	+$129K	0.16%	156
2025 Q2	$29.7M	Buy	878,317 +206,127	+31%	+$6.38M	0.15%	166
2025 Q1	$20.4M	Buy	+672,190	New	+$22.4M	0.13%	179

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

WorldQuant Millennium Advisors's UBS Position: Q2 2026 in Review

WorldQuant Millennium Advisors reduced its UBS Group (UBS) stake by 23% in Q2 2026, selling an estimated $5.18M and leaving 374,138 shares worth $18.5M. The position accounts for 0.06% of the portfolio, ranked #243.

WorldQuant Millennium Advisors first reported a position in UBS in Q1 2025 and has held it in 6 quarters since. The position peaked at $36M in Q3 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

WorldQuant Millennium Advisors held 374,138 shares of UBS Group worth $18.5M as of Q2 2026.
WorldQuant Millennium Advisors sold 113,826 UBS Group shares in Q2 2026, an estimated $5.18M.
UBS Group made up 0.06% of WorldQuant Millennium Advisors's portfolio in Q2 2026, its #243 holding.
WorldQuant Millennium Advisors first reported a position in UBS Group in Q1 2025 and has held it in 6 quarters since.
WorldQuant Millennium Advisors's UBS Group position peaked at $36M in Q3 2025.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.