Bank Julius Baer & Co
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Bank Julius Baer & Co’s UBS Group UBS Stock Holding History

Bank Julius Baer & Co’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 		$236M Buy
6,114,163
+409,969
+7% +$17.5M 0.71% 38
2025
Q4 		$265M Buy
5,704,194
+1,176,743
+26% +$47.5M 0.73% 37
2025
Q3 		$185M Sell
4,527,451
-915,904
-17% -$35.6M 0.52% 49
2025
Q2 		$151M Buy
5,443,355
+936,502
+21% +$29M 0.45% 63
2025
Q1 		$139M Buy
4,506,853
+131,014
+3% +$4.37M 0.45% 63
2024
Q4 		$134M Buy
4,375,839
+3,759,134
+610% +$119M 0.41% 61
2024
Q3 		$19M Buy
616,705
+128,331
+26% +$3.86M 0.06% 134
2024
Q2 		$14.4M Buy
488,374
+28,541
+6% +$848K 0.06% 140
2024
Q1 		$14.4M Buy
459,833
+144,382
+46% +$4.27M 0.06% 154
2023
Q4 		$9.53M Buy
+315,451
New +$8.3M 0.04% 181
2022
Q1 		– Sell
-178,620
Closed -$3.22M – 796
2021
Q4 		$3.22M Sell
178,620
-1,620
-0.9% -$28.5K 0.02% 230
2021
Q3 		$2.9M Sell
180,240
-49,806
-22% -$807K 0.02% 232
2021
Q2 		$3.52M Buy
230,046
+5,975
+3% +$94.4K 0.02% 232
2021
Q1 		$3.48M Sell
224,071
-77,274
-26% -$1.19M 0.03% 222
2020
Q4 		$4.26M Buy
301,345
+76,664
+34% +$1.02M 0.04% 205
2020
Q3 		$2.51M Sell
224,681
-2,000
-0.9% -$24K 0.02% 206
2020
Q2 		$2.61M Sell
226,681
-9,600
-4% -$98.9K 0.03% 174
2020
Q1 		$2.18M Buy
+236,281
New +$2.72M 0.05% 145

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

Bank Julius Baer & Co's UBS Position: Q1 2026 in Review

Bank Julius Baer & Co increased its UBS Group (UBS) stake by 7.2% in Q1 2026, buying an estimated $17.5M and bringing the position to 6,114,163 shares worth $236M. The position accounts for 0.71% of the portfolio, ranked #38.

Bank Julius Baer & Co first reported a position in UBS in Q1 2020 and has held it in 18 quarters since. The position peaked at $265M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Bank Julius Baer & Co held 6,114,163 shares of UBS Group worth $236M as of Q1 2026.
  • Bank Julius Baer & Co bought 409,969 UBS Group shares in Q1 2026, an estimated $17.5M.
  • UBS Group made up 0.71% of Bank Julius Baer & Co's portfolio in Q1 2026, its #38 holding.
  • Bank Julius Baer & Co first reported a position in UBS Group in Q1 2020 and has held it in 18 quarters since.
  • Bank Julius Baer & Co's UBS Group position peaked at $265M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.