Allianz Asset Management
UBS icon

Allianz Asset Management’s UBS Group UBS Stock Holding History

Allianz 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
2017
Q2 		– Sell
-945,800
Closed -$15.2M – 2693
2017
Q1 		$15.2M Buy
+945,800
New +$15.2M 0.01% 1143
2015
Q3 		– Sell
-250,000
Closed -$4.96M – 2435
2015
Q2 		$4.96M Buy
+250,000
New +$5.22M 0.01% 1390

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

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

Allianz Asset Management reduced its UBS Group (UBS) stake by 2.3% in Q1 2026, selling an estimated $6.13M and leaving 6,194,747 shares worth $237M. The position accounts for 0.25% of the portfolio, ranked #75.

Allianz Asset Management first reported a position in UBS in Q2 2015 and has held it in 44 quarters since. The position peaked at $461M in Q4 2015. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Allianz Asset Management held 6,194,747 shares of UBS Group worth $237M as of Q1 2026.
  • Allianz Asset Management sold 143,209 UBS Group shares in Q1 2026, an estimated $6.13M.
  • UBS Group made up 0.25% of Allianz Asset Management's portfolio in Q1 2026, its #75 holding.
  • Allianz Asset Management first reported a position in UBS Group in Q2 2015 and has held it in 44 quarters since.
  • Allianz Asset Management's UBS Group position peaked at $461M in Q4 2015.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Allianz Asset Management's 13F filing for Q1 2026, filed 11 May 2026.