AllianceBernstein’s UBS Group UBS Stock Holding History

AllianceBernstein’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	$28.6M	Sell	616,815 -2,605	-0.4%	-$111K	0.01%	773
2025 Q4	$28.7M	Sell	619,420 -68,491	-10%	-$2.77M	0.01%	812
2025 Q3	$28.2M	Buy	687,911 +146,816	+27%	+$5.7M	0.01%	802
2025 Q2	$18.3M	Sell	541,095 -38,196	-7%	-$1.18M	0.01%	934
2025 Q1	$17.7M	Buy	579,291 +5,078	+0.9%	+$169K	0.01%	922
2024 Q4	$17.4M	Sell	574,213 -125,506	-18%	-$3.98M	0.01%	948
2024 Q3	$21.6M	Sell	699,719 -85,457	-11%	-$2.57M	0.01%	885
2024 Q2	$23.2M	Buy	785,176 +62,934	+9%	+$1.87M	0.01%	838
2024 Q1	$22.2M	Sell	722,242 -65,077	-8%	-$1.92M	0.01%	836
2023 Q4	$24.3M	Buy	787,319 +89,112	+13%	+$2.34M	0.01%	806
2023 Q3	$17.2M	Buy	698,207 +54,093	+8%	+$1.26M	0.01%	891
2023 Q2	$13.1M	Sell	644,114 -68,321	-10%	-$1.37M	0.01%	1013
2023 Q1	$15.2M	Sell	712,435 -28,434	-4%	-$593K	0.01%	934
2022 Q4	$13.8M	Sell	740,869 -75,545	-9%	-$1.28M	0.01%	946
2022 Q3	$11.8M	Buy	816,414 +7,443	+0.9%	+$119K	0.01%	1012
2022 Q2	$13.1M	Sell	808,971 -1,129,419	-58%	-$19.8M	0.01%	1006
2022 Q1	$37.9M	Sell	1,938,390 -175,925	-8%	-$3.33M	0.01%	690
2021 Q4	$37.8M	Sell	2,114,315 -36,528	-2%	-$643K	0.01%	706
2021 Q3	$34.3M	Sell	2,150,843 -305,054	-12%	-$4.94M	0.01%	738
2021 Q2	$37.7M	Buy	2,455,897 +371,345	+18%	+$5.86M	0.02%	700
2021 Q1	$32.4M	Buy	2,084,552 +1,110,293	+114%	+$17.1M	0.01%	752
2020 Q4	$13.8M	Sell	974,259 -57,234	-6%	-$758K	0.01%	982
2020 Q3	$11.5M	Sell	1,031,493 -2,859	-0.3%	-$34.3K	0.01%	983
2020 Q2	$11.9M	Sell	1,034,352 -91,892	-8%	-$946K	0.01%	934
2020 Q1	$10.4M	Buy	1,126,244 +6,304	+0.6%	+$72.7K	0.01%	894
2019 Q4	$14.1M	Sell	1,119,940 -2,396	-0.2%	-$28.5K	0.01%	943
2019 Q3	$12.7M	Sell	1,122,336 -8,979	-0.8%	-$101K	0.01%	947
2019 Q2	$13.4M	Buy	1,131,315 +4,467	+0.4%	+$54.7K	0.01%	934
2019 Q1	$13.6M	Sell	1,126,848 -30,030	-3%	-$380K	0.01%	931
2018 Q4	$14.3M	Buy	1,156,878 +2,213	+0.2%	+$30K	0.01%	855
2018 Q3	$18.2M	Buy	1,154,665 +13,429	+1%	+$211K	0.01%	815
2018 Q2	$17.5M	Sell	1,141,236 -38,951	-3%	-$633K	0.01%	815
2018 Q1	$20.8M	Sell	1,180,187 -123,554	-9%	-$2.35M	0.02%	754
2017 Q4	$24M	Sell	1,303,741 -65,727	-5%	-$1.14M	0.02%	708
2017 Q3	$23.5M	Sell	1,369,468 -551,584	-29%	-$9.43M	0.02%	718
2017 Q2	$32.6M	Sell	1,921,052 -2,746,535	-59%	-$44.7M	0.03%	600
2017 Q1	$74.4M	Sell	4,667,587 -45,276	-1%	-$729K	0.06%	367
2016 Q4	$73.9M	Sell	4,712,863 -177,937	-4%	-$2.68M	0.06%	346
2016 Q3	$66.6M	Sell	4,890,800 -1,054,405	-18%	-$14.4M	0.06%	380
2016 Q2	$77M	Sell	5,945,205 -1,027,900	-15%	-$15.7M	0.07%	318
2016 Q1	$112M	Sell	6,973,105 -712,518	-9%	-$11.6M	0.09%	227
2015 Q4	$149M	Sell	7,685,623 -205,123	-3%	-$4M	0.13%	175
2015 Q3	$146M	Sell	7,890,746 -2,269,121	-22%	-$48.1M	0.13%	173
2015 Q2	$215M	Buy	10,159,867 +9,553,563	+1,576%	+$200M	0.18%	132
2015 Q1	$11.4M	Sell	606,304 -35,680	-6%	-$621K	0.01%	879
2014 Q4	$10.9M	Buy	+641,984	New	+$11M	0.01%	871

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

AllianceBernstein's UBS Position: Q1 2026 in Review

AllianceBernstein reduced its UBS Group (UBS) stake by 0.42% in Q1 2026, selling an estimated $111K and leaving 616,815 shares worth $28.6M. The position accounts for 0.01% of the portfolio, ranked #773.

AllianceBernstein first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $215M in Q2 2015. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

AllianceBernstein held 616,815 shares of UBS Group worth $28.6M as of Q1 2026.
AllianceBernstein sold 2,605 UBS Group shares in Q1 2026, an estimated $111K.
UBS Group made up 0.01% of AllianceBernstein's portfolio in Q1 2026, its #773 holding.
AllianceBernstein first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
AllianceBernstein's UBS Group position peaked at $215M in Q2 2015.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on AllianceBernstein's 13F filing for Q1 2026, filed 15 May 2026.