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ASR Vermogensbeheer’s UBS Group UBS Stock Holding History

ASR Vermogensbeheer’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 		$50.4M Buy
1,317,110
+453,568
+53% +$19.4M 0.59% 28
2025
Q4 		$40.3M Buy
863,542
+24,349
+3% +$984K 0.47% 37
2025
Q3 		$34.3M Buy
839,193
+45,095
+6% +$1.75M 0.42% 47
2025
Q2 		$26.8M Buy
794,098
+3,322
+0.4% +$103K 0.35% 64
2025
Q1 		$24M Buy
+790,776
New +$26.4M 0.36% 61

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

ASR Vermogensbeheer's UBS Position: Q1 2026 in Review

ASR Vermogensbeheer increased its UBS Group (UBS) stake by 53% in Q1 2026, buying an estimated $19.4M and bringing the position to 1,317,110 shares worth $50.4M. The position accounts for 0.59% of the portfolio, ranked #28.

ASR Vermogensbeheer first reported a position in UBS in Q1 2025 and has held it in 5 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • ASR Vermogensbeheer held 1,317,110 shares of UBS Group worth $50.4M as of Q1 2026.
  • ASR Vermogensbeheer bought 453,568 UBS Group shares in Q1 2026, an estimated $19.4M.
  • UBS Group made up 0.59% of ASR Vermogensbeheer's portfolio in Q1 2026, its #28 holding.
  • ASR Vermogensbeheer first reported a position in UBS Group in Q1 2025 and has held it in 5 quarters since.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on ASR Vermogensbeheer's 13F filing for Q1 2026, filed 30 Apr 2026.