Y-Intercept (HK)
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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
Q3 		– Sell
-9,488
Closed -$470K – 2108
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
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Border to Coast Pensions Partnership
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Generali Asset Management
Generali Asset Management Trieste, Italy $5.73B AUM 29.6% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Y-Intercept (HK)'s UBS Position: Q3 2026 in Review

Y-Intercept (HK) sold out of UBS Group (UBS) in Q3 2026, closing a stake of 9,488 shares — an estimated $470K sold.

Y-Intercept (HK) first reported a position in UBS in Q4 2020 and held it in 10 quarters. The position peaked at $5.61M in Q1 2026. 268 funds tracked by Wall St. Rank hold UBS as of Q3 2026.

  • Y-Intercept (HK) reported no remaining UBS Group position as of Q3 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 9,488 UBS Group shares in Q3 2026, an estimated $470K.
  • Y-Intercept (HK) first reported a position in UBS Group in Q4 2020 and held it in 10 quarters.
  • Y-Intercept (HK)'s UBS Group position peaked at $5.61M in Q1 2026.
  • 268 funds tracked by Wall St. Rank held UBS Group as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.