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
2022
Q1 		– Sell
-1,600,000
Closed -$28.6M – 5633
2021
Q4 		$28.6M Buy
+1,600,000
New +$28.2M 0.01% 792
2020
Q2 		– Sell
-61,000
Closed -$565K – 6250
2020
Q1 		$565K Buy
61,000
+57,300
+1,549% +$660K ﹤0.01% 3485
2019
Q4 		$47K Buy
3,700
+3,600
+3,600% +$42.8K ﹤0.01% 5757
2019
Q3 		$1K Sell
100
-5,800
-98% -$65.3K ﹤0.01% 6616
2019
Q2 		$70K Sell
5,900
-11,600
-66% -$142K ﹤0.01% 5927
2019
Q1 		$212K Buy
17,500
+6,700
+62% +$84.9K ﹤0.01% 4779
2018
Q4 		$134K Sell
10,800
-25,800
-70% -$350K ﹤0.01% 4849
2018
Q3 		$576K Buy
36,600
+600
+2% +$9.43K ﹤0.01% 4157
2018
Q2 		$552K Sell
36,000
-4,700
-12% -$76.4K ﹤0.01% 3859
2018
Q1 		$719K Buy
40,700
+36,800
+944% +$700K ﹤0.01% 3583
2017
Q4 		$72K Sell
3,900
-1,400
-26% -$24.3K ﹤0.01% 5501
2017
Q3 		$91K Buy
5,300
+400
+8% +$6.84K ﹤0.01% 4988
2017
Q2 		$83K Buy
4,900
+4,100
+513% +$66.7K ﹤0.01% 5050
2017
Q1 		$13K Hold
800
– – ﹤0.01% 5986
2016
Q4 		$13K Sell
800
-11,800
-94% -$178K ﹤0.01% 5812
2016
Q3 		$172K Buy
12,600
+2,100
+20% +$28.6K ﹤0.01% 4090
2016
Q2 		$136K Buy
+10,500
New +$160K ﹤0.01% 4193
2015
Q2 		– Sell
-300,000
Closed -$5.4M – 7212
2015
Q1 		$5.4M Buy
+300,000
New +$5.22M 0.01% 1501

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.