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Banque Cantonale Vaudoise’s UBS Group UBS Stock Holding History

Banque Cantonale Vaudoise’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 		$273M Buy
7,141,370
+402,440
+6% +$17.2M 10.28% 1
2025
Q4 		$314M Sell
6,738,930
-22,062
-0.3% -$891K 11.22% 1
2025
Q3 		$276M Buy
6,760,992
+61,837
+0.9% +$2.4M 10.36% 1
2025
Q2 		$226M Sell
6,699,155
-112,879
-2% -$3.49M 9.22% 1
2025
Q1 		$207M Buy
+6,812,034
New +$227M 9.11% 1
2024
Q3 		$210M Sell
6,792,649
-839,039
-11% -$25.2M 8.64% 1
2024
Q2 		$225M Buy
7,631,688
+476,078
+7% +$14.2M 8.93% 1
2024
Q1 		$220M Buy
7,155,610
+1,097,599
+18% +$32.4M 8.63% 1
2023
Q4 		$188M Buy
6,058,011
+28,076
+0.5% +$738K 8.15% 1
2023
Q3 		$150M Sell
6,029,935
-112,934
-2% -$2.64M 7.47% 1
2023
Q2 		$124M Buy
6,142,869
+49,354
+0.8% +$992K 5.79% 1
2023
Q1 		$129M Sell
6,093,515
-33,326
-0.5% -$695K 6.31% 1
2022
Q4 		$114M Sell
6,126,841
-509,396
-8% -$8.66M 5.96% 1
2022
Q3 		$97.6M Sell
6,636,237
-501,473
-7% -$8.03M 5.56% 1
2022
Q2 		$115M Buy
7,137,710
+504,903
+8% +$8.85M 5.94% 1
2022
Q1 		$131M Buy
6,632,807
+5,576
+0.1% +$105K 5.64% 1
2021
Q4 		$119M Sell
6,627,231
-365,321
-5% -$6.43M 4.66% 1
2021
Q3 		$112M Buy
6,992,552
+1,105,553
+19% +$17.9M 4.83% 1
2021
Q2 		$90.2M Buy
5,886,999
+520,675
+10% +$8.22M 4.01% 1
2021
Q1 		$83.5M Buy
5,366,324
+249,097
+5% +$3.83M 4.24% 1
2020
Q4 		$72.2M Sell
5,117,227
-235,426
-4% -$3.12M 4% 1
2020
Q3 		$60M Buy
5,352,653
+609,015
+13% +$7.3M 3.85% 1
2020
Q2 		$54.6M Buy
4,743,638
+26,473
+0.6% +$273K 3.98% 1
2020
Q1 		$44.1M Buy
4,717,165
+141,844
+3% +$1.63M 3.74% 2
2019
Q4 		$57.8M Buy
+4,575,321
New +$54.4M 3.95% 1

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

Banque Cantonale Vaudoise's UBS Position: Q1 2026 in Review

Banque Cantonale Vaudoise increased its UBS Group (UBS) stake by 6% in Q1 2026, buying an estimated $17.2M and bringing the position to 7,141,370 shares worth $273M. The position accounts for 10.28% of the portfolio, ranked #1.

Banque Cantonale Vaudoise first reported a position in UBS in Q4 2019 and has held it in 25 quarters since. The position peaked at $314M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Banque Cantonale Vaudoise held 7,141,370 shares of UBS Group worth $273M as of Q1 2026.
  • Banque Cantonale Vaudoise bought 402,440 UBS Group shares in Q1 2026, an estimated $17.2M.
  • UBS Group made up 10.28% of Banque Cantonale Vaudoise's portfolio in Q1 2026, its #1 holding.
  • Banque Cantonale Vaudoise first reported a position in UBS Group in Q4 2019 and has held it in 25 quarters since.
  • Banque Cantonale Vaudoise's UBS Group position peaked at $314M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Banque Cantonale Vaudoise's 13F filing for Q1 2026, filed 20 Apr 2026.