AQR Capital Management
UBS icon

AQR Capital Management’s UBS Group UBS Stock Holding History

AQR Capital 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
2026
Q1 		$181M Buy
4,693,103
+3,994,874
+572% +$171M 0.08% 330
2025
Q4 		$32.4M Buy
698,229
+490,353
+236% +$19.8M 0.02% 792
2025
Q3 		$8.52M Buy
207,876
+68,843
+50% +$2.67M 0.01% 1173
2025
Q2 		$4.7M Buy
139,033
+76,121
+121% +$2.36M ﹤0.01% 1322
2025
Q1 		$1.93M Buy
62,912
+26,728
+74% +$891K ﹤0.01% 1631
2024
Q4 		$1.1M Buy
36,184
+5,248
+17% +$166K ﹤0.01% 1839
2024
Q3 		$956K Buy
30,936
+3,008
+11% +$90.4K ﹤0.01% 1873
2024
Q2 		$825K Buy
27,928
+19,382
+227% +$576K ﹤0.01% 1837
2024
Q1 		$263K Buy
+8,546
New +$252K ﹤0.01% 2175
2019
Q2 		– Sell
-910,235
Closed -$11M – 2192
2019
Q1 		$11M Buy
910,235
+799,452
+722% +$10.1M 0.01% 755
2018
Q4 		$1.38M Buy
110,783
+47,910
+76% +$650K ﹤0.01% 1395
2018
Q3 		$998K Buy
62,873
+7,910
+14% +$124K ﹤0.01% 1709
2018
Q2 		$848K Sell
54,963
-78,751
-59% -$1.28M ﹤0.01% 1784
2018
Q1 		$2.35M Sell
133,714
-9,265
-6% -$176K ﹤0.01% 1290
2017
Q4 		$2.63M Sell
142,979
-153,747
-52% -$2.67M ﹤0.01% 1266
2017
Q3 		$5.08M Sell
296,726
-866,920
-75% -$14.8M 0.01% 1011
2017
Q2 		$19.7M Sell
1,163,646
-15,219
-1% -$247K 0.03% 602
2017
Q1 		$18.9M Buy
1,178,865
+586,154
+99% +$9.43M 0.03% 611
2016
Q4 		$9.3M Sell
592,711
-610,274
-51% -$9.19M 0.01% 791
2016
Q3 		$16.4M Sell
1,202,985
-880,993
-42% -$12M 0.03% 627
2016
Q2 		$26.9M Buy
2,083,978
+783,715
+60% +$12M 0.05% 481
2016
Q1 		$21M Buy
1,300,263
+840,029
+183% +$13.6M 0.04% 530
2015
Q4 		$8.97M Buy
460,234
+86,800
+23% +$1.69M 0.02% 751
2015
Q3 		$6.88M Buy
373,434
+135,272
+57% +$2.87M 0.01% 704
2015
Q2 		$5.05M Buy
238,162
+92,132
+63% +$1.92M 0.01% 829
2015
Q1 		$2.75M Buy
146,030
+6,830
+5% +$119K 0.01% 984
2014
Q4 		$2.39M Buy
+139,200
New +$2.38M 0.01% 1207

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

AQR Capital Management's UBS Position: Q1 2026 in Review

AQR Capital Management increased its UBS Group (UBS) stake by 572% in Q1 2026, buying an estimated $171M and bringing the position to 4,693,103 shares worth $181M. The position accounts for 0.08% of the portfolio, ranked #330.

AQR Capital Management first reported a position in UBS in Q4 2014 and has held it in 27 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • AQR Capital Management held 4,693,103 shares of UBS Group worth $181M as of Q1 2026.
  • AQR Capital Management bought 3,994,874 UBS Group shares in Q1 2026, an estimated $171M.
  • UBS Group made up 0.08% of AQR Capital Management's portfolio in Q1 2026, its #330 holding.
  • AQR Capital Management first reported a position in UBS Group in Q4 2014 and has held it in 27 quarters since.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on AQR Capital Management's 13F filing for Q1 2026, filed 15 May 2026.