XY Capital’s UBS Group UBS Stock Holding History

XY 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 Q2	–	Sell	-16,150	Closed	-$631K	–	136
2026 Q1	$631K	Buy	+16,150	New	+$691K	0.63%	31

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

XY Capital's UBS Position: Q2 2026 in Review

XY Capital sold out of UBS Group (UBS) in Q2 2026, closing a stake of 16,150 shares — an estimated $631K sold.

XY Capital first reported a position in UBS in Q1 2026 and held it in 1 quarter. The position peaked at $631K in Q1 2026. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

XY Capital reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
XY Capital sold 16,150 UBS Group shares in Q2 2026, an estimated $631K.
XY Capital first reported a position in UBS Group in Q1 2026 and held it in 1 quarter.
XY Capital's UBS Group position peaked at $631K in Q1 2026.
763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on XY Capital's 13F filing for Q2 2026, filed 11 Aug 2026.