Arrowstreet Capital
UBS icon

Arrowstreet Capital’s UBS Group UBS Stock Holding History

Arrowstreet Capital’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 		$728M Buy
18,850,928
+1,323,586
+8% +$56.6M 0.39% 44
2025
Q4 		$815M Sell
17,527,342
-1,907,613
-10% -$77.1M 0.48% 43
2025
Q3 		$795M Buy
19,434,955
+695,796
+4% +$27M 0.5% 37
2025
Q2 		$634M Buy
18,739,159
+1,177,438
+7% +$36.4M 0.45% 44
2025
Q1 		$535M Sell
17,561,721
-3,128,523
-15% -$104M 0.43% 46
2024
Q4 		$631M Sell
20,690,244
-1,448,285
-7% -$45.9M 0.5% 34
2024
Q3 		$683M Sell
22,138,529
-11,199,684
-34% -$337M 0.58% 31
2024
Q2 		$982M Buy
33,338,213
+4,780,103
+17% +$142M 0.86% 15
2024
Q1 		$878M Buy
28,558,110
+12,627,475
+79% +$373M 0.81% 21
2023
Q4 		$494M Buy
15,930,635
+9,939,078
+166% +$261M 0.52% 41
2023
Q3 		$148M Buy
+5,991,557
New +$140M 0.18% 111
2023
Q2 		– Sell
-52,566
Closed -$1.11M – 1485
2023
Q1 		$1.11M Buy
+52,566
New +$1.1M ﹤0.01% 1041
2022
Q3 		– Sell
-121,708
Closed -$1.96M – 1469
2022
Q2 		$1.96M Sell
121,708
-4,028,387
-97% -$70.6M ﹤0.01% 788
2022
Q1 		$81.6M Buy
+4,150,095
New +$78.5M 0.1% 189
2021
Q4 		– Sell
-341,288
Closed -$5.49M – 1736
2021
Q3 		$5.49M Buy
+341,288
New +$5.53M 0.01% 921
2021
Q2 		– Sell
-6,353,390
Closed -$98.4M – 2233
2021
Q1 		$98.4M Buy
+6,353,390
New +$97.7M 0.13% 153
2020
Q2 		– Sell
-22,480
Closed -$211K – 2465
2020
Q1 		$211K Buy
+22,480
New +$259K ﹤0.01% 1722
2018
Q1 		– Sell
-113,949
Closed -$2.1M – 1347
2017
Q4 		$2.1M Buy
+113,949
New +$1.98M 0.01% 810

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

Arrowstreet Capital's UBS Position: Q1 2026 in Review

Arrowstreet Capital increased its UBS Group (UBS) stake by 7.6% in Q1 2026, buying an estimated $56.6M and bringing the position to 18,850,928 shares worth $728M. The position accounts for 0.39% of the portfolio, ranked #44.

Arrowstreet Capital first reported a position in UBS in Q4 2017 and has held it in 18 quarters since. The position peaked at $982M in Q2 2024. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Arrowstreet Capital held 18,850,928 shares of UBS Group worth $728M as of Q1 2026.
  • Arrowstreet Capital bought 1,323,586 UBS Group shares in Q1 2026, an estimated $56.6M.
  • UBS Group made up 0.39% of Arrowstreet Capital's portfolio in Q1 2026, its #44 holding.
  • Arrowstreet Capital first reported a position in UBS Group in Q4 2017 and has held it in 18 quarters since.
  • Arrowstreet Capital's UBS Group position peaked at $982M in Q2 2024.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Arrowstreet Capital's 13F filing for Q1 2026, filed 14 May 2026.