Acadian Asset Management
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Acadian Asset Management’s UBS Group UBS Stock Holding History

Acadian Asset 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
Q1 		$114M Sell
2,971,356
-13,209,941
-82% -$565M 0.16% 139
2025
Q4 		$755M Buy
16,181,297
+813,418
+5% +$32.9M 1.24% 11
2025
Q3 		$628M Buy
15,367,879
+15,256,938
+13,752% +$593M 1.1% 12
2025
Q2 		$3.74M Sell
110,941
-416,728
-79% -$12.9M 0.01% 658
2025
Q1 		$16M Sell
527,669
-6,277,156
-92% -$209M 0.05% 254
2024
Q4 		$208M Buy
6,804,825
+821,524
+14% +$26M 0.6% 38
2024
Q3 		$185M Sell
5,983,301
-3,795,964
-39% -$114M 0.57% 34
2024
Q2 		$288M Buy
9,779,265
+1,649,115
+20% +$49M 0.89% 18
2024
Q1 		$250M Buy
8,130,150
+3,421,396
+73% +$101M 0.87% 24
2023
Q4 		$146M Buy
4,708,754
+224,454
+5% +$5.9M 0.57% 37
2023
Q3 		$111M Buy
4,484,300
+3,787,579
+544% +$88.5M 0.47% 53
2023
Q2 		$14.1M Sell
696,721
-2,314,955
-77% -$46.5M 0.06% 254
2023
Q1 		$63.6M Buy
3,011,676
+2,225,078
+283% +$46.4M 0.28% 104
2022
Q4 		$14.6M Buy
786,598
+57,754
+8% +$982K 0.07% 225
2022
Q3 		$10.7M Buy
+728,844
New +$11.7M 0.06% 253
2022
Q2 		– Sell
-9,564,467
Closed -$189M – 1867
2022
Q1 		$189M Buy
9,564,467
+9,266,627
+3,111% +$175M 0.78% 27
2021
Q4 		$5.36M Sell
297,840
-1,330,763
-82% -$23.4M 0.02% 441
2021
Q3 		$26.2M Buy
+1,628,603
New +$26.4M 0.1% 179

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Acadian Asset Management's UBS Position: Q1 2026 in Review

Acadian Asset Management reduced its UBS Group (UBS) stake by 82% in Q1 2026, selling an estimated $565M and leaving 2,971,356 shares worth $114M. The position accounts for 0.16% of the portfolio, ranked #139.

Acadian Asset Management first reported a position in UBS in Q3 2021 and has held it in 18 quarters since. The position peaked at $755M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Acadian Asset Management held 2,971,356 shares of UBS Group worth $114M as of Q1 2026.
  • Acadian Asset Management sold 13,209,941 UBS Group shares in Q1 2026, an estimated $565M.
  • UBS Group made up 0.16% of Acadian Asset Management's portfolio in Q1 2026, its #139 holding.
  • Acadian Asset Management first reported a position in UBS Group in Q3 2021 and has held it in 18 quarters since.
  • Acadian Asset Management's UBS Group position peaked at $755M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Acadian Asset Management's 13F filing for Q1 2026, filed 13 May 2026.