Aviva’s UBS Group UBS Stock Holding History

Aviva’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 Q2	$183M	Buy	3,688,297 +117,560	+3%	+$5.35M	0.27%	70
2026 Q1	$137M	Buy	3,570,737 +27,482	+0.8%	+$1.18M	0.23%	79
2025 Q4	$165M	Buy	3,543,255 +115,004	+3%	+$4.65M	0.28%	66
2025 Q3	$140M	Sell	3,428,251 -344,539	-9%	-$13.4M	0.25%	75
2025 Q2	$128M	Sell	3,772,790 -7,821	-0.2%	-$242K	0.26%	76
2025 Q1	$115M	Sell	3,780,611 -174,296	-4%	-$5.81M	0.28%	76
2024 Q4	$121M	Sell	3,954,907 -177,881	-4%	-$5.64M	0.31%	55
2024 Q3	$127M	Sell	4,132,788 -48,388	-1%	-$1.45M	0.33%	56
2024 Q2	$123M	Sell	4,181,176 -242,681	-5%	-$7.21M	0.34%	49
2024 Q1	$136M	Sell	4,423,857 -3,212	-0.1%	-$94.9K	0.45%	39
2023 Q4	$137M	Sell	4,427,069 -12,742	-0.3%	-$335K	0.49%	34
2023 Q3	$110M	Buy	4,439,811 +446,492	+11%	+$10.4M	0.46%	34
2023 Q2	$80.8M	Sell	3,993,319 -198,691	-5%	-$3.99M	0.33%	57
2023 Q1	$88.6M	Sell	4,192,010 -1,545,946	-27%	-$32.3M	0.4%	33
2022 Q4	$107M	Buy	5,737,956 +456,940	+9%	+$7.77M	0.53%	26
2022 Q3	$77.7M	Buy	5,281,016 +131,272	+3%	+$2.1M	0.45%	32
2022 Q2	$83M	Buy	5,149,744 +926,708	+22%	+$16.2M	0.44%	32
2022 Q1	$83.2M	Buy	4,223,036 +1,399,275	+50%	+$26.5M	0.42%	37
2021 Q4	$50.9M	Buy	2,823,761 +110,244	+4%	+$1.94M	0.21%	95
2021 Q3	$43.6M	Sell	2,713,517 -96,869	-3%	-$1.57M	0.19%	114
2021 Q2	$43.1M	Sell	2,810,386 -215,626	-7%	-$3.41M	0.19%	116
2021 Q1	$47M	Sell	3,026,012 -257,322	-8%	-$3.96M	0.23%	96
2020 Q4	$46.4M	Buy	3,283,334 +2,310,799	+238%	+$30.6M	0.24%	90
2020 Q3	$10.9M	Buy	972,535 +11,801	+1%	+$141K	0.06%	261
2020 Q2	$11M	Buy	960,734 +12,206	+1%	+$126K	0.07%	250
2020 Q1	$8.91M	Sell	948,528 -4,973	-0.5%	-$57.3K	0.07%	262
2019 Q4	$12.1M	Sell	953,501 -52,095	-5%	-$620K	0.07%	239
2019 Q3	$11.4M	Sell	1,005,596 -130,654	-11%	-$1.47M	0.08%	238
2019 Q2	$13.5M	Buy	1,136,250 +11,099	+1%	+$136K	0.09%	208
2019 Q1	$13.6M	Sell	1,125,151 -1,094,810	-49%	-$13.9M	0.09%	219
2018 Q4	$27.6M	Sell	2,219,961 -140,153	-6%	-$1.9M	0.21%	108
2018 Q3	$37.4M	Buy	2,360,114 +750,809	+47%	+$11.8M	0.21%	109
2018 Q2	$24.8M	Buy	1,609,305 +218,205	+16%	+$3.55M	0.15%	155
2018 Q1	$24.4M	Sell	1,391,100 -916,147	-40%	-$17.4M	0.15%	150
2017 Q4	$42.4M	Sell	2,307,247 -1,435,302	-38%	-$24.9M	0.24%	104
2017 Q3	$63.9M	Sell	3,742,549 -223,066	-6%	-$3.82M	0.34%	64
2017 Q2	$67.3M	Buy	3,965,615 +30,895	+0.8%	+$502K	0.38%	56
2017 Q1	$63M	Sell	3,934,720 -31,795	-0.8%	-$512K	0.36%	62
2016 Q4	$62.1M	Buy	3,966,515 +68,286	+2%	+$1.03M	0.37%	61
2016 Q3	$53.2M	Sell	3,898,229 -115,153	-3%	-$1.57M	0.33%	66
2016 Q2	$51.6M	Buy	4,013,382 +962,556	+32%	+$14.7M	0.35%	62
2016 Q1	$49.1M	Sell	3,050,826 -368,114	-11%	-$5.98M	0.36%	58
2015 Q4	$67.2M	Buy	3,418,940 +27,030	+0.8%	+$527K	0.51%	45
2015 Q3	$62.8M	Sell	3,391,910 -5,560,649	-62%	-$118M	0.52%	40
2015 Q2	$191M	Buy	8,952,559 +880,653	+11%	+$18.4M	1.35%	4
2015 Q1	$152M	Buy	8,071,906 +179,434	+2%	+$3.12M	1.04%	10
2014 Q4	$136M	Buy	+7,892,472	New	+$135M	1.06%	10

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Aviva's UBS Position: Q2 2026 in Review

Aviva increased its UBS Group (UBS) stake by 3.3% in Q2 2026, buying an estimated $5.35M and bringing the position to 3,688,297 shares worth $183M. The position accounts for 0.27% of the portfolio, ranked #70.

Aviva first reported a position in UBS in Q4 2014 and has held it in 47 quarters since. The position peaked at $191M in Q2 2015. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Aviva held 3,688,297 shares of UBS Group worth $183M as of Q2 2026.
Aviva bought 117,560 UBS Group shares in Q2 2026, an estimated $5.35M.
UBS Group made up 0.27% of Aviva's portfolio in Q2 2026, its #70 holding.
Aviva first reported a position in UBS Group in Q4 2014 and has held it in 47 quarters since.
Aviva's UBS Group position peaked at $191M in Q2 2015.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Aviva's 13F filing for Q2 2026, filed 13 Aug 2026.