Axa
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Axa’s UBS Group UBS Stock Holding History

Axa’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 		– Sell
-3,614,786
Closed -$122M – 956
2025
Q2 		$122M Sell
3,614,786
-1,451,149
-29% -$44.9M 0.35% 59
2025
Q1 		$155M Sell
5,065,935
-26,349
-0.5% -$879K 0.51% 41
2024
Q4 		$154M Buy
5,092,284
+90,518
+2% +$2.87M 0.47% 43
2024
Q3 		$155M Buy
5,001,766
+560,369
+13% +$16.8M 0.46% 40
2024
Q2 		$131M Buy
4,441,397
+905,612
+26% +$26.9M 0.39% 50
2024
Q1 		$109M Buy
3,535,785
+2,003,977
+131% +$59.2M 0.33% 64
2023
Q4 		$47.3M Sell
1,531,808
-753,465
-33% -$19.8M 0.15% 147
2023
Q3 		$56.3M Sell
2,285,273
-1,131,883
-33% -$26.4M 0.2% 119
2023
Q2 		$69.3M Sell
3,417,156
-1,770,948
-34% -$35.6M 0.23% 104
2023
Q1 		$111M Sell
5,188,104
-6,268,328
-55% -$131M 0.38% 63
2022
Q4 		$214M Buy
11,456,432
+154,722
+1% +$2.63M 0.77% 14
2022
Q3 		$164M Buy
11,301,710
+747,926
+7% +$12M 0.65% 20
2022
Q2 		$171M Sell
10,553,784
-975,554
-8% -$17.1M 0.63% 23
2022
Q1 		$225M Buy
11,529,338
+2,626,944
+30% +$49.7M 0.64% 22
2021
Q4 		$159M Buy
8,902,394
+1,329,319
+18% +$23.4M 0.41% 52
2021
Q3 		$121M Buy
7,573,075
+252,636
+3% +$4.09M 0.34% 66
2021
Q2 		$112M Buy
7,320,439
+352,728
+5% +$5.57M 0.32% 70
2021
Q1 		$108M Sell
6,967,711
-544,745
-7% -$8.37M 0.33% 67
2020
Q4 		$106M Buy
7,512,456
+2,726,578
+57% +$36.1M 0.33% 63
2020
Q3 		$49.3M Buy
4,785,878
+439,368
+10% +$5.27M 0.18% 135
2020
Q2 		$50.2M Buy
4,346,510
+1,434,861
+49% +$14.8M 0.2% 122
2020
Q1 		$27M Buy
2,911,649
+1,524,092
+110% +$17.6M 0.13% 181
2019
Q4 		$17.5M Buy
1,387,557
+409,717
+42% +$4.87M 0.07% 321
2019
Q3 		$11.1M Sell
977,840
-1,509,245
-61% -$17M 0.04% 443
2019
Q2 		$29.5M Sell
2,487,085
-998,352
-29% -$12.2M 0.12% 235
2019
Q1 		$42.2M Sell
3,485,437
-3,183,263
-48% -$40.3M 0.16% 169
2018
Q4 		$82.6M Sell
6,668,700
-2,290,101
-26% -$31.1M 0.36% 69
2018
Q3 		$141M Buy
8,958,801
+205,979
+2% +$3.24M 0.52% 38
2018
Q2 		$134M Buy
8,752,822
+461,007
+6% +$7.5M 0.51% 38
2018
Q1 		$146M Buy
8,291,815
+1,358,942
+20% +$25.8M 0.58% 25
2017
Q4 		$127M Sell
6,932,873
-119,936
-2% -$2.08M 0.5% 33
2017
Q3 		$121M Buy
7,052,809
+753,142
+12% +$12.9M 0.52% 34
2017
Q2 		$107M Buy
6,299,667
+3,054,657
+94% +$49.7M 0.49% 38
2017
Q1 		$51.8M Sell
3,245,010
-4,083,419
-56% -$65.7M 0.23% 121
2016
Q4 		$115M Sell
7,328,429
-563,249
-7% -$8.48M 0.54% 33
2016
Q3 		$107M Sell
7,891,678
-203,789
-3% -$2.77M 0.47% 44
2016
Q2 		$104M Sell
8,095,467
-3,681,202
-31% -$56.2M 0.47% 47
2016
Q1 		$190M Sell
11,776,669
-466,080
-4% -$7.57M 0.85% 14
2015
Q4 		$239M Buy
12,242,749
+397,691
+3% +$7.76M 1.04% 8
2015
Q3 		$218M Sell
11,845,058
-95,445
-0.8% -$2.02M 0.9% 13
2015
Q2 		$253M Buy
11,940,503
+536,986
+5% +$11.2M 1.01% 12
2015
Q1 		$215M Sell
11,403,517
-460,978
-4% -$8.02M 0.89% 12
2014
Q4 		$204M Buy
+11,864,495
New +$203M 0.82% 14

Other funds holding UBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Axa's UBS Position: Q3 2025 in Review

Axa sold out of UBS Group (UBS) in Q3 2025, closing a stake of 3,614,786 shares — an estimated $122M sold.

Axa first reported a position in UBS in Q4 2014 and held it in 43 quarters. The position peaked at $253M in Q2 2015. 619 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • Axa reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
  • Axa sold 3,614,786 UBS Group shares in Q3 2025, an estimated $122M.
  • Axa first reported a position in UBS Group in Q4 2014 and held it in 43 quarters.
  • Axa's UBS Group position peaked at $253M in Q2 2015.
  • 619 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Axa's 13F filing for Q3 2025, filed 14 Nov 2025.