BlackRock
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BlackRock’s UBS Group UBS Stock Holding History

BlackRock’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
2024
Q1 		– Sell
-2,264,400
Closed -$70M – 5393
2023
Q4 		$70M Buy
+2,264,400
New +$59.6M ﹤0.01% 2291

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

BlackRock's UBS Position: Q1 2026 in Review

BlackRock reduced its UBS Group (UBS) stake by 4.6% in Q1 2026, selling an estimated $7.89M and leaving 3,846,436 shares worth $150M. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

BlackRock first reported a position in UBS in Q4 2015 and has held it in 38 quarters since. The position peaked at $187M in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • BlackRock held 3,846,436 shares of UBS Group worth $150M as of Q1 2026.
  • BlackRock sold 184,481 UBS Group shares in Q1 2026, an estimated $7.89M.
  • UBS Group made up ﹤0.01% of BlackRock's portfolio in Q1 2026, its #1852 holding.
  • BlackRock first reported a position in UBS Group in Q4 2015 and has held it in 38 quarters since.
  • BlackRock's UBS Group position peaked at $187M in Q4 2025.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

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