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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

BlackRock's UBS Position: Q2 2026 in Review

BlackRock increased its UBS Group (UBS) stake by 5.1% in Q2 2026, buying an estimated $8.89M and bringing the position to 4,041,667 shares worth $200M. The position accounts for ﹤0.01% of the portfolio, ranked #1795.

BlackRock first reported a position in UBS in Q4 2015 and has held it in 39 quarters since. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

BlackRock held 4,041,667 shares of UBS Group worth $200M as of Q2 2026.
BlackRock bought 195,231 UBS Group shares in Q2 2026, an estimated $8.89M.
UBS Group made up ﹤0.01% of BlackRock's portfolio in Q2 2026, its #1795 holding.
BlackRock first reported a position in UBS Group in Q4 2015 and has held it in 39 quarters since.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on BlackRock's 13F filing for Q2 2026, filed 7 Aug 2026.