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
4
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.”
UBS - 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.”
UBS
Also mentioned · 2
These funds discuss UBS — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedMilitia CapitalDecember 2025
“Many large, credible seeming brokers - Credit Suisse, Nomura, Goldman Sachs, Morgan Stanley, Deutsche Bank, UBS and Wells Fargo - were doing business with Hwang.”
UBS - MentionedDiameterDecember 2025
“We also had good news in the quarter relating to DMF and DDF II’s distressed position in the AT1s of Credit Suisse. When the Swiss government arranged the shotgun marriage between Credit Suisse and UBS over a hectic weekend in March 2023 it made the highly unusual decision to zero out the Credit Suisse AT1s while providing compensation to the more junior equity.”
UBS
Read the letters behind these UBS positions
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