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

Bank of Montreal’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 		$94.6M Buy
2,461,029
+267,747
+12% +$11.5M 0.04% 370
2025
Q4 		$102M Sell
2,193,282
-7,131,994
-76% -$288M 0.04% 362
2025
Q3 		$381M Buy
9,325,276
+6,650,862
+249% +$258M 0.15% 116
2025
Q2 		$90.5M Buy
2,674,414
+768,473
+40% +$23.8M 0.04% 289
2025
Q1 		$57.9M Sell
1,905,941
-3,390,206
-64% -$113M 0.03% 396
2024
Q4 		$162M Buy
5,296,147
+3,480,421
+192% +$110M 0.08% 199
2024
Q3 		$56.4M Sell
1,815,726
-334,123
-16% -$10M 0.02% 430
2024
Q2 		$63.8M Sell
2,149,849
-7,683,787
-78% -$228M 0.02% 391
2024
Q1 		$308M Buy
9,833,636
+6,549,503
+199% +$193M 0.09% 126
2023
Q4 		$102M Buy
3,284,133
+1,510,259
+85% +$39.7M 0.03% 295
2023
Q3 		$45.9M Sell
1,773,874
-263,707
-13% -$6.16M 0.02% 443
2023
Q2 		$41.7M Sell
2,037,581
-515,234
-20% -$10.4M 0.01% 466
2023
Q1 		$54M Sell
2,552,815
-1,578,940
-38% -$32.9M 0.02% 361
2022
Q4 		$77.7M Buy
4,131,755
+1,846,204
+81% +$31.4M 0.03% 287
2022
Q3 		$36.7K Buy
2,285,551
+5,677
+0.2% +$90.9K 0.02% 461
2022
Q2 		$39K Sell
2,279,874
-66,506
-3% -$1.17M 0.02% 505
2022
Q1 		$46.3M Sell
2,346,380
-40,265
-2% -$762K 0.02% 493
2021
Q4 		$43.2M Sell
2,386,645
-6,101,953
-72% -$107M 0.02% 476
2021
Q3 		$138M Buy
8,488,598
+324,443
+4% +$5.25M 0.06% 261
2021
Q2 		$127M Buy
8,164,155
+627,548
+8% +$9.91M 0.06% 256
2021
Q1 		$122M Sell
7,536,607
-581,970
-7% -$8.95M 0.08% 212
2020
Q4 		$124M Buy
8,118,577
+1,159,536
+17% +$15.4M 0.08% 201
2020
Q3 		$80.6M Sell
6,959,041
-7,220
-0.1% -$86.6K 0.07% 242
2020
Q2 		$81.3M Buy
6,966,261
+209,673
+3% +$2.16M 0.07% 225
2020
Q1 		$60.8M Sell
6,756,588
-1,970,792
-23% -$22.7M 0.07% 234
2019
Q4 		$110M Buy
8,727,380
+529,392
+6% +$6.3M 0.08% 215
2019
Q3 		$92.7M Sell
8,197,988
-307,550
-4% -$3.46M 0.08% 212
2019
Q2 		$101M Buy
8,505,538
+194,105
+2% +$2.38M 0.08% 207
2019
Q1 		$101M Sell
8,311,433
-193,683
-2% -$2.45M 0.09% 203
2018
Q4 		$105M Sell
8,505,116
-3,841,696
-31% -$52.1M 0.1% 181
2018
Q3 		$194M Buy
12,346,812
+3,450,053
+39% +$54.2M 0.15% 129
2018
Q2 		$136M Buy
8,896,759
+1,855,876
+26% +$30.2M 0.11% 172
2018
Q1 		$124M Buy
7,040,883
+777,054
+12% +$14.8M 0.11% 188
2017
Q4 		$115M Buy
6,263,829
+243,598
+4% +$4.23M 0.1% 199
2017
Q3 		$103M Buy
6,020,231
+859,649
+17% +$14.7M 0.09% 191
2017
Q2 		$87.6M Buy
5,160,582
+446,614
+9% +$7.26M 0.08% 217
2017
Q1 		$75.2M Buy
4,713,968
+298,045
+7% +$4.8M 0.07% 227
2016
Q4 		$70M Sell
4,415,923
-349,743
-7% -$5.27M 0.07% 227
2016
Q3 		$64.9M Sell
4,765,666
-475,164
-9% -$6.47M 0.07% 228
2016
Q2 		$67.9M Sell
5,240,830
-79,101
-1% -$1.21M 0.08% 222
2016
Q1 		$85.2M Buy
5,319,931
+511,748
+11% +$8.31M 0.09% 159
2015
Q4 		$93.1M Buy
4,808,183
+414,861
+9% +$8.1M 0.11% 146
2015
Q3 		$81.4M Buy
4,393,322
+169,238
+4% +$3.59M 0.11% 166
2015
Q2 		$89.5M Buy
4,224,084
+59,339
+1% +$1.24M 0.1% 177
2015
Q1 		$78.2M Buy
+4,164,745
New +$72.5M 0.09% 207

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 of Montreal's UBS Position: Q1 2026 in Review

Bank of Montreal increased its UBS Group (UBS) stake by 12% in Q1 2026, buying an estimated $11.5M and bringing the position to 2,461,029 shares worth $94.6M. The position accounts for 0.04% of the portfolio, ranked #370.

Bank of Montreal first reported a position in UBS in Q1 2015 and has held it in 45 quarters since. The position peaked at $381M in Q3 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Bank of Montreal held 2,461,029 shares of UBS Group worth $94.6M as of Q1 2026.
  • Bank of Montreal bought 267,747 UBS Group shares in Q1 2026, an estimated $11.5M.
  • UBS Group made up 0.04% of Bank of Montreal's portfolio in Q1 2026, its #370 holding.
  • Bank of Montreal first reported a position in UBS Group in Q1 2015 and has held it in 45 quarters since.
  • Bank of Montreal's UBS Group position peaked at $381M in Q3 2025.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

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