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UBS icon

Allianz’s UBS Group UBS Stock Holding History

Allianz’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
Q2 		$168K Hold
3,390
– – ﹤0.01% 399
2026
Q1 		$130K Hold
3,390
– – ﹤0.01% 399
2025
Q4 		$158K Hold
3,390
– – ﹤0.01% 363
2025
Q3 		$139K Sell
3,390
-152
-4% -$5.9K ﹤0.01% 316
2025
Q2 		$119K Sell
3,542
-8,770
-71% -$271K ﹤0.01% 326
2025
Q1 		$374K Buy
12,312
+380
+3% +$12.7K 0.01% 271
2024
Q4 		$365K Buy
11,932
+389
+3% +$12.3K 0.01% 287
2024
Q3 		$357K Sell
11,543
-12
-0.1% -$361 0.01% 267
2024
Q2 		$340K Sell
11,555
-6,205
-35% -$184K 0.01% 296
2024
Q1 		$547K Buy
+17,760
New +$525K 0.02% 259

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Allianz's UBS Position: Q2 2026 in Review

Allianz held its UBS Group (UBS) position steady in Q2 2026 at 3,390 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Allianz first reported a position in UBS in Q1 2024 and has held it in 10 quarters since. The position peaked at $547K in Q1 2024. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Allianz held 3,390 shares of UBS Group worth $168K as of Q2 2026.
  • Allianz left its UBS Group share count unchanged in Q2 2026.
  • UBS Group made up ﹤0.01% of Allianz's portfolio in Q2 2026, its #399 holding.
  • Allianz first reported a position in UBS Group in Q1 2024 and has held it in 10 quarters since.
  • Allianz's UBS Group position peaked at $547K in Q1 2024.
  • 763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Allianz's 13F filing for Q2 2026, filed 10 Aug 2026.