Bank of America
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Bank of America’s UBS Group UBS Stock Holding History

Bank of America’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 		$377M Sell
9,654,984
-1,053,388
-10% -$45.1M 0.03% 485
2025
Q4 		$496M Sell
10,708,372
-6,317,805
-37% -$255M 0.04% 411
2025
Q3 		$698M Buy
17,026,177
+8,596,940
+102% +$334M 0.05% 353
2025
Q2 		$285M Sell
8,429,237
-358,077
-4% -$11.1M 0.02% 636
2025
Q1 		$269M Sell
8,787,314
-490,721
-5% -$16.4M 0.02% 613
2024
Q4 		$281M Sell
9,278,035
-2,410,475
-21% -$76.4M 0.02% 566
2024
Q3 		$361M Buy
11,688,510
+3,057,814
+35% +$91.9M 0.03% 498
2024
Q2 		$255M Sell
8,630,696
-1,898,654
-18% -$56.4M 0.02% 589
2024
Q1 		$323M Sell
10,529,350
-539,665
-5% -$15.9M 0.03% 494
2023
Q4 		$342M Sell
11,069,015
-11,997,245
-52% -$316M 0.03% 443
2023
Q3 		$569M Buy
23,066,260
+6,000,511
+35% +$140M 0.06% 295
2023
Q2 		$346M Buy
17,065,749
+8,626,468
+102% +$173M 0.04% 410
2023
Q1 		$180M Sell
8,439,281
-865,812
-9% -$18.1M 0.02% 669
2022
Q4 		$174M Buy
9,305,093
+139,657
+2% +$2.38M 0.02% 651
2022
Q3 		$133M Sell
9,165,436
-138,190
-1% -$2.21M 0.02% 728
2022
Q2 		$151M Sell
9,303,626
-2,554,378
-22% -$44.8M 0.02% 709
2022
Q1 		$232M Buy
11,858,004
+3,829,443
+48% +$72.4M 0.02% 596
2021
Q4 		$143M Sell
8,028,561
-3,545,681
-31% -$62.4M 0.01% 823
2021
Q3 		$184M Buy
11,574,242
+2,354,782
+26% +$38.1M 0.02% 677
2021
Q2 		$141M Buy
9,219,460
+511,930
+6% +$8.08M 0.01% 790
2021
Q1 		$135M Sell
8,707,530
-2,828,595
-25% -$43.5M 0.02% 754
2020
Q4 		$163M Sell
11,536,125
-6,695,773
-37% -$88.7M 0.02% 582
2020
Q3 		$203M Sell
18,231,898
-3,235,677
-15% -$38.8M 0.03% 485
2020
Q2 		$248M Buy
21,467,575
+2,563,773
+14% +$26.4M 0.04% 398
2020
Q1 		$175M Buy
18,903,802
+1,240,313
+7% +$14.3M 0.03% 452
2019
Q4 		$222M Sell
17,663,489
-4,692,400
-21% -$55.8M 0.03% 461
2019
Q3 		$253M Buy
22,355,889
+188,474
+0.9% +$2.12M 0.04% 405
2019
Q2 		$263M Buy
22,167,415
+4,417,561
+25% +$54.1M 0.04% 406
2019
Q1 		$215M Buy
17,749,854
+1,383,501
+8% +$17.5M 0.03% 449
2018
Q4 		$203M Buy
16,366,353
+447,164
+3% +$6.07M 0.04% 427
2018
Q3 		$250M Buy
15,919,189
+3,171,759
+25% +$49.9M 0.04% 405
2018
Q2 		$196M Buy
12,747,430
+2,079,022
+19% +$33.8M 0.03% 464
2018
Q1 		$188M Buy
10,668,408
+2,648,675
+33% +$50.4M 0.03% 466
2017
Q4 		$147M Sell
8,019,733
-227,919
-3% -$3.96M 0.02% 573
2017
Q3 		$141M Buy
8,247,652
+1,410,953
+21% +$24.1M 0.02% 608
2017
Q2 		$116M Sell
6,836,699
-3,433,591
-33% -$55.8M 0.02% 636
2017
Q1 		$164M Buy
10,270,290
+3,509,603
+52% +$56.5M 0.03% 482
2016
Q4 		$106M Buy
6,760,687
+581,003
+9% +$8.75M 0.02% 639
2016
Q3 		$84.2M Sell
6,179,684
-1,325,238
-18% -$18M 0.02% 717
2016
Q2 		$97.3M Sell
7,504,922
-419,190
-5% -$6.41M 0.02% 636
2016
Q1 		$127M Buy
7,924,112
+77,729
+1% +$1.26M 0.03% 514
2015
Q4 		$152M Sell
7,846,383
-407,151
-5% -$7.95M 0.04% 488
2015
Q3 		$153M Buy
8,253,534
+3,682,502
+81% +$78M 0.04% 488
2015
Q2 		$96.9M Buy
4,571,032
+123,791
+3% +$2.59M 0.03% 559
2015
Q1 		$83.5M Buy
4,447,241
+1,571,987
+55% +$27.4M 0.03% 590
2014
Q4 		$49M Buy
+2,875,254
New +$49.2M 0.02% 863

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 $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bank of America's UBS Position: Q1 2026 in Review

Bank of America reduced its UBS Group (UBS) stake by 9.8% in Q1 2026, selling an estimated $45.1M and leaving 9,654,984 shares worth $377M. The position accounts for 0.03% of the portfolio, ranked #485.

Bank of America first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $698M in Q3 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Bank of America held 9,654,984 shares of UBS Group worth $377M as of Q1 2026.
  • Bank of America sold 1,053,388 UBS Group shares in Q1 2026, an estimated $45.1M.
  • UBS Group made up 0.03% of Bank of America's portfolio in Q1 2026, its #485 holding.
  • Bank of America first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
  • Bank of America's UBS Group position peaked at $698M in Q3 2025.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.