Amundi
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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
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
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

Amundi's UBS Position: Q1 2026 in Review

Amundi increased its UBS Group (UBS) stake by 17% in Q1 2026, buying an estimated $144M and bringing the position to 23,294,847 shares worth $910M. The position accounts for 0.25% of the portfolio, ranked #70.

Amundi first reported a position in UBS in Q2 2021 and has held it in 20 quarters since. The position peaked at $923M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Amundi held 23,294,847 shares of UBS Group worth $910M as of Q1 2026.
  • Amundi bought 3,374,516 UBS Group shares in Q1 2026, an estimated $144M.
  • UBS Group made up 0.25% of Amundi's portfolio in Q1 2026, its #70 holding.
  • Amundi first reported a position in UBS Group in Q2 2021 and has held it in 20 quarters since.
  • Amundi's UBS Group position peaked at $923M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Amundi's 13F filing for Q1 2026, filed 18 May 2026.