AXA Investment Managers’s UBS Group UBS Stock Holding History

AXA Investment Managers’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
2025 Q3	$417M	Buy	+4,222,171	New	+$164M	1.12%	11

Other funds holding UBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AXA Investment Managers's UBS Position: Q3 2025 in Review

AXA Investment Managers opened a new position in UBS Group (UBS) in Q3 2025: 4,222,171 shares worth $417M. The stake represents 1.12% of the portfolio and ranks #11 among its holdings.

618 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

AXA Investment Managers held 4,222,171 shares of UBS Group worth $417M as of Q3 2025.
UBS Group was a new AXA Investment Managers position in Q3 2025.
UBS Group made up 1.12% of AXA Investment Managers's portfolio in Q3 2025, its #11 holding.
618 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on AXA Investment Managers's 13F filing for Q3 2025, filed 14 Nov 2025.