Bridgewater Advisors’s UBS Group UBS Stock Holding History

Bridgewater Advisors’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	$557K	Sell	12,033 -2,172	-15%	-$93K	0.03%	231
2025 Q4	$674K	Buy	14,205 +385	+3%	+$15.6K	0.04%	205
2025 Q3	$526K	Sell	13,820 -608	-4%	-$23.6K	0.04%	239
2025 Q2	$548K	Sell	14,428 -70	-0.5%	-$2.17K	0.04%	229
2025 Q1	$442K	Buy	14,498 +219	+2%	+$7.3K	0.04%	251
2024 Q4	$460K	Buy	14,279 +13	+0.1%	+$412	0.05%	116
2024 Q3	$468K	Sell	14,266 -211	-1%	-$6.34K	0.05%	117
2024 Q2	$437K	Buy	+14,477	New	+$430K	0.05%	116
2022 Q4	–	Sell	-14,556	Closed	-$211K	–	125
2022 Q3	$211K	Buy	+14,556	New	+$233K	0.06%	122

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Bridgewater Advisors's UBS Position: Q1 2026 in Review

Bridgewater Advisors reduced its UBS Group (UBS) stake by 15% in Q1 2026, selling an estimated $93K and leaving 12,033 shares worth $557K. The position accounts for 0.03% of the portfolio, ranked #231.

Bridgewater Advisors first reported a position in UBS in Q3 2022 and has held it in 9 quarters since. The position peaked at $674K in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Bridgewater Advisors held 12,033 shares of UBS Group worth $557K as of Q1 2026.
Bridgewater Advisors sold 2,172 UBS Group shares in Q1 2026, an estimated $93K.
UBS Group made up 0.03% of Bridgewater Advisors's portfolio in Q1 2026, its #231 holding.
Bridgewater Advisors first reported a position in UBS Group in Q3 2022 and has held it in 9 quarters since.
Bridgewater Advisors's UBS Group position peaked at $674K in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Bridgewater Advisors's 13F filing for Q1 2026, filed 14 May 2026.