What smart money is saying about UBS
UBS
No fund has written a full thesis on UBS in our archive, but 2 fund letters report a position in it — most recently TAMIM Fund Global High Conviction in July 2026.
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2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in UBS, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions
- July 2026
“It is exchanges, insurers and diversified capital businesses such as Orix, Hong Kong Exchanges, Travelers, UBS, Sompo, T&D.”
Read the letterUBS - HoldsGator Financial Partners Financials Sector Hedge FundsJune 2026
“Our long positions in Compass, UBS, UMB Financial, Voya Financial, and Société Générale were the top contributors to the Funds’ performance.”
Read the letterUBS
Read the letters behind these UBS positions
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