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ARGA Investment Management’s UBS Group UBS Stock Holding History

ARGA Investment 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 		$2.89M Sell
75,301
-17,915
-19% -$767K 0.1% 41
2025
Q4 		$4.35M Sell
93,216
-1,592,892
-94% -$64.4M 0.12% 40
2025
Q3 		$68.9M Sell
1,686,108
-5,603,001
-77% -$218M 1.83% 14
2025
Q2 		$247M Buy
7,289,109
+68,446
+0.9% +$2.12M 6.75% 5
2025
Q1 		$219M Sell
7,220,663
-117,375
-2% -$3.91M 7.34% 5
2024
Q4 		$224M Buy
7,338,038
+445,876
+6% +$14.1M 7.32% 4
2024
Q3 		$212M Buy
6,892,162
+372,258
+6% +$11.2M 7.03% 5
2024
Q2 		$192M Buy
6,519,904
+389,518
+6% +$11.6M 6.74% 4
2024
Q1 		$189M Buy
6,130,386
+158,939
+3% +$4.7M 6.32% 7
2023
Q4 		$185M Sell
5,971,447
-234,677
-4% -$6.17M 6.42% 6
2023
Q3 		$154M Buy
6,206,124
+1,775,715
+40% +$41.5M 6.26% 4
2023
Q2 		$89.6M Buy
4,430,409
+8,760
+0.2% +$176K 3.16% 10
2023
Q1 		$93.2M Sell
4,421,649
-34,969
-0.8% -$730K 3.48% 10
2022
Q4 		$82.9M Buy
4,456,618
+379,425
+9% +$6.45M 3.54% 9
2022
Q3 		$59.8M Buy
4,077,193
+112,826
+3% +$1.81M 3.25% 9
2022
Q2 		$63.9M Sell
3,964,367
-4,516,858
-53% -$79.2M 3.52% 9
2022
Q1 		$167M Buy
8,481,225
+2,495,171
+42% +$47.2M 9.13% 3
2021
Q4 		$108M Sell
5,986,054
-3,105
-0.1% -$54.7K 6.87% 4
2021
Q3 		$96.4M Buy
5,989,159
+40,520
+0.7% +$656K 6.73% 6
2021
Q2 		$91.1M Buy
5,948,639
+385,990
+7% +$6.1M 7.2% 7
2021
Q1 		$86.3M Buy
5,562,649
+2,836,931
+104% +$43.6M 6.45% 8
2020
Q4 		$38.4M Buy
2,725,718
+699,114
+34% +$9.26M 2.36% 14
2020
Q3 		$22.7M Buy
2,026,604
+1,990,671
+5,540% +$23.9M 2.07% 16
2020
Q2 		$414K Sell
35,933
-77,604
-68% -$799K 0.05% 70
2020
Q1 		$1.07M Hold
113,537
– – 0.18% 28
2019
Q4 		$1.43M Hold
113,537
– – 0.16% 31
2019
Q3 		$1.29M Hold
113,537
– – 0.16% 35
2019
Q2 		$1.35M Hold
113,537
– – 0.2% 31
2019
Q1 		$1.38M Buy
113,537
+78,261
+222% +$991K 0.21% 47
2018
Q4 		$440K Buy
+35,276
New +$478K 0.07% 59

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

ARGA Investment Management's UBS Position: Q1 2026 in Review

ARGA Investment Management reduced its UBS Group (UBS) stake by 19% in Q1 2026, selling an estimated $767K and leaving 75,301 shares worth $2.89M. The position accounts for 0.1% of the portfolio, ranked #41.

ARGA Investment Management first reported a position in UBS in Q4 2018 and has held it in 30 quarters since. The position peaked at $247M in Q2 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • ARGA Investment Management held 75,301 shares of UBS Group worth $2.89M as of Q1 2026.
  • ARGA Investment Management sold 17,915 UBS Group shares in Q1 2026, an estimated $767K.
  • UBS Group made up 0.1% of ARGA Investment Management's portfolio in Q1 2026, its #41 holding.
  • ARGA Investment Management first reported a position in UBS Group in Q4 2018 and has held it in 30 quarters since.
  • ARGA Investment Management's UBS Group position peaked at $247M in Q2 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on ARGA Investment Management's 13F filing for Q1 2026, filed 30 Apr 2026.