Y-Intercept (HK)’s UBS Group UBS Stock Holding History

Y-Intercept (HK)’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	$470K	Sell	9,488 -134,096	-93%	-$6.11M	0.01%	1333
2026 Q1	$5.61M	Buy	143,584 +51,556	+56%	+$2.21M	0.11%	279
2025 Q4	$4.26M	Buy	92,028 +61,590	+202%	+$2.49M	0.1%	282
2025 Q3	$1.25M	Sell	30,438 -34,766	-53%	-$1.35M	0.03%	870
2025 Q2	$2.21M	Buy	+65,204	New	+$2.02M	0.05%	555
2024 Q2	–	Sell	-56,924	Closed	-$1.75M	–	1931
2024 Q1	$1.75M	Sell	56,924 -21,822	-28%	-$645K	0.13%	199
2023 Q4	$2.43M	Buy	+78,746	New	+$2.07M	0.23%	104
2023 Q3	–	Sell	-20,517	Closed	-$416K	–	1622
2023 Q2	$416K	Buy	20,517 +6,226	+44%	+$125K	0.04%	631
2023 Q1	$305K	Buy	+14,291	New	+$298K	0.04%	768
2021 Q1	–	Sell	-34,739	Closed	-$488K	–	811
2020 Q4	$488K	Buy	+34,739	New	+$460K	0.21%	159

Other funds holding UBS

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

CCP

Crocodile Capital Partners Ursensollen, Germany $147M AUM 67.67% 1-Year Est. Return

Systrade Vaduz, Liechtenstein $160M AUM 73.26% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

FAMI

Fideuram Asset Management (Ireland) Dublin 1 $5.26B AUM

Y-Intercept (HK)'s UBS Position: Q2 2026 in Review

Y-Intercept (HK) reduced its UBS Group (UBS) stake by 93% in Q2 2026, selling an estimated $6.11M and leaving 9,488 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #1333.

Y-Intercept (HK) first reported a position in UBS in Q4 2020 and has held it in 10 quarters since. The position peaked at $5.61M in Q1 2026. 162 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Y-Intercept (HK) held 9,488 shares of UBS Group worth $470K as of Q2 2026.
Y-Intercept (HK) sold 134,096 UBS Group shares in Q2 2026, an estimated $6.11M.
UBS Group made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1333 holding.
Y-Intercept (HK) first reported a position in UBS Group in Q4 2020 and has held it in 10 quarters since.
Y-Intercept (HK)'s UBS Group position peaked at $5.61M in Q1 2026.
162 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.