Barclays
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Barclays’s UBS Group UBS Stock Holding History

Barclays’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 		– Sell
-6,500
Closed -$301K – 5449
2025
Q4 		$301K Buy
+6,500
New +$263K ﹤0.01% 4123
2022
Q1 		– Sell
-1,700,000
Closed -$30.4M – 5631
2021
Q4 		$30.4M Buy
+1,700,000
New +$29.9M 0.01% 763
2020
Q2 		– Sell
-32,600
Closed -$302K – 6249
2020
Q1 		$302K Sell
32,600
-12,100
-27% -$139K ﹤0.01% 3994
2019
Q4 		$562K Buy
44,700
+31,200
+231% +$371K ﹤0.01% 4198
2019
Q3 		$153K Buy
+13,500
New +$152K ﹤0.01% 5155
2019
Q2 		– Sell
-10,100
Closed -$122K – 7286
2019
Q1 		$122K Buy
10,100
+5,600
+124% +$70.9K ﹤0.01% 5206
2018
Q4 		$56K Buy
4,500
+2,500
+125% +$33.9K ﹤0.01% 5414
2018
Q3 		$31K Sell
2,000
-4,700
-70% -$73.9K ﹤0.01% 6302
2018
Q2 		$103K Sell
6,700
-15,500
-70% -$252K ﹤0.01% 5226
2018
Q1 		$392K Buy
22,200
+14,200
+178% +$270K ﹤0.01% 4207
2017
Q4 		$147K Sell
8,000
-9,500
-54% -$165K ﹤0.01% 4942
2017
Q3 		$300K Buy
17,500
+100
+0.6% +$1.71K ﹤0.01% 4075
2017
Q2 		$295K Buy
17,400
+14,300
+461% +$232K ﹤0.01% 4023
2017
Q1 		$49K Sell
3,100
-1,600
-34% -$25.8K ﹤0.01% 5345
2016
Q4 		$74K Sell
4,700
-3,200
-41% -$48.2K ﹤0.01% 4945
2016
Q3 		$108K Buy
7,900
+1,000
+14% +$13.6K ﹤0.01% 4464
2016
Q2 		$89K Buy
+6,900
New +$105K ﹤0.01% 4480

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

Barclays's UBS Position: Q1 2026 in Review

Barclays increased its UBS Group (UBS) stake by 319% in Q1 2026, buying an estimated $19.3K and bringing the position to 591 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4550.

Barclays first reported a position in UBS in Q4 2014 and has held it in 22 quarters since. The position peaked at $486M in Q4 2021. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Barclays held 591 shares of UBS Group worth $23.1K as of Q1 2026.
  • Barclays bought 450 UBS Group shares in Q1 2026, an estimated $19.3K.
  • UBS Group made up ﹤0.01% of Barclays's portfolio in Q1 2026, its #4550 holding.
  • Barclays first reported a position in UBS Group in Q4 2014 and has held it in 22 quarters since.
  • Barclays's UBS Group position peaked at $486M in Q4 2021.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Barclays's 13F filing for Q1 2026, filed 15 May 2026.