Amundi’s UBS Group UBS Stock Holding History

Amundi’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	$1.26B	Buy	25,463,870 +2,169,023	+9%	+$98.8M	0.3%	55
2026 Q1	$910M	Buy	23,294,847 +3,374,516	+17%	+$144M	0.25%	70
2025 Q4	$923M	Sell	19,920,331 -77,617	-0.4%	-$3.14M	0.25%	85
2025 Q3	$821M	Sell	19,997,948 -348,571	-2%	-$13.5M	0.26%	73
2025 Q2	$707M	Buy	20,346,519 +3,125,744	+18%	+$96.7M	0.24%	80
2025 Q1	$486M	Buy	17,220,775 +468,814	+3%	+$15.6M	0.18%	121
2024 Q4	$544M	Buy	16,751,961 +95,712	+0.6%	+$3.03M	0.19%	118
2024 Q3	$520M	Sell	16,656,249 -1,953,200	-10%	-$58.7M	0.19%	118
2024 Q2	$565M	Sell	18,609,449 -761,391	-4%	-$22.6M	0.22%	103
2024 Q1	$545M	Buy	19,370,840 +1,972,893	+11%	+$58.3M	0.23%	100
2023 Q4	$517M	Sell	17,397,947 -7,738,795	-31%	-$204M	0.23%	104
2023 Q3	$611M	Buy	25,136,742 +7,927,725	+46%	+$185M	0.3%	74
2023 Q2	$352M	Buy	17,209,017 +2,464,731	+17%	+$49.6M	0.18%	133
2023 Q1	$307M	Sell	14,744,286 -5,639,973	-28%	-$118M	0.17%	142
2022 Q4	$416M	Buy	20,384,259 +987,293	+5%	+$16.8M	0.23%	118
2022 Q3	$298M	Buy	19,396,966 +3,054,747	+19%	+$48.9M	0.18%	143
2022 Q2	$249M	Sell	16,342,219 -5,055,248	-24%	-$88.6M	0.2%	131
2022 Q1	$398M	Sell	21,397,467 -477,769	-2%	-$9.04M	0.27%	96
2021 Q4	$428M	Buy	21,875,236 +5,714,232	+35%	+$101M	0.27%	87
2021 Q3	$257M	Buy	16,161,004 +1,392,868	+9%	+$22.6M	0.18%	139
2021 Q2	$227M	Buy	+14,768,136	New	+$233M	0.16%	155

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Amundi's UBS Position: Q2 2026 in Review

Amundi increased its UBS Group (UBS) stake by 9.3% in Q2 2026, buying an estimated $98.8M and bringing the position to 25,463,870 shares worth $1.26B. The position accounts for 0.3% of the portfolio, ranked #55.

Amundi first reported a position in UBS in Q2 2021 and has held it in 21 quarters since. 764 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Amundi held 25,463,870 shares of UBS Group worth $1.26B as of Q2 2026.
Amundi bought 2,169,023 UBS Group shares in Q2 2026, an estimated $98.8M.
UBS Group made up 0.3% of Amundi's portfolio in Q2 2026, its #55 holding.
Amundi first reported a position in UBS Group in Q2 2021 and has held it in 21 quarters since.
764 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Amundi's 13F filing for Q2 2026, filed 11 Aug 2026.