Yousif Capital Management’s UBS Group UBS Stock Holding History

Yousif Capital 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	$455K	Sell	9,189 -36,476	-80%	-$1.66M	0.01%	1384
2026 Q1	$1.78M	Hold	45,665	–	–	0.02%	725
2025 Q4	$2.12M	Hold	45,665	–	–	0.02%	674
2025 Q3	$1.87M	Sell	45,665 -12,010	-21%	-$466K	0.02%	759
2025 Q2	$1.95M	Buy	57,675 +3,825	+7%	+$118K	0.02%	747
2025 Q1	$1.65M	Buy	53,850 +178	+0.3%	+$5.94K	0.02%	832
2024 Q4	$1.63M	Hold	53,672	–	–	0.02%	873
2024 Q3	$1.66M	Sell	53,672 -1,981	-4%	-$59.5K	0.02%	882
2024 Q2	$1.64M	Sell	55,653 -4,480	-7%	-$133K	0.02%	853
2024 Q1	$1.85M	Sell	60,133 -1,220	-2%	-$36K	0.02%	846
2023 Q4	$1.9M	Buy	61,353 +3,950	+7%	+$104K	0.02%	852
2023 Q3	$1.41M	Sell	57,403 -4,110	-7%	-$96K	0.02%	941
2023 Q2	$1.25M	Buy	61,513 +2,362	+4%	+$47.5K	0.02%	1037
2023 Q1	$1.26M	Buy	59,151 +240	+0.4%	+$5.01K	0.02%	1027
2022 Q4	$1.1M	Hold	58,911	–	–	0.01%	1111
2022 Q3	$855K	Buy	58,911 +4,730	+9%	+$75.7K	0.01%	1267
2022 Q2	$879K	Sell	54,181 -395	-0.7%	-$6.92K	0.01%	1298
2022 Q1	$1.07M	Hold	54,576	–	–	0.01%	1325
2021 Q4	$975K	Buy	+54,576	New	+$961K	0.01%	1382

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

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

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

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Yousif Capital Management's UBS Position: Q2 2026 in Review

Yousif Capital Management reduced its UBS Group (UBS) stake by 80% in Q2 2026, selling an estimated $1.66M and leaving 9,189 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #1384.

Yousif Capital Management first reported a position in UBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.12M in Q4 2025. 150 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Yousif Capital Management held 9,189 shares of UBS Group worth $455K as of Q2 2026.
Yousif Capital Management sold 36,476 UBS Group shares in Q2 2026, an estimated $1.66M.
UBS Group made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1384 holding.
Yousif Capital Management first reported a position in UBS Group in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's UBS Group position peaked at $2.12M in Q4 2025.
150 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.