BCIM
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British Columbia Investment Management’s UBS Group UBS Stock Holding History

British Columbia Investment Management’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 		$408K Sell
10,609
-8,986
-46% -$385K ﹤0.01% 691
2025
Q4 		$913K Sell
19,595
-44
-0.2% -$1.78K ﹤0.01% 679
2025
Q3 		$802K Buy
19,639
+8,295
+73% +$322K ﹤0.01% 671
2025
Q2 		$384K Sell
11,344
-1,675
-13% -$51.8K ﹤0.01% 676
2025
Q1 		$396K Sell
13,019
-8,111
-38% -$270K ﹤0.01% 700
2024
Q4 		$646K Buy
+21,130
New +$670K ﹤0.01% 707
2024
Q3 		– Sell
-7,135
Closed -$210K – 740
2024
Q2 		$210K Sell
7,135
-736
-9% -$21.9K ﹤0.01% 730
2024
Q1 		$242K Sell
7,871
-1,890
-19% -$55.8K ﹤0.01% 786
2023
Q4 		$303K Sell
9,761
-23,651
-71% -$622K ﹤0.01% 776
2023
Q3 		$828K Buy
33,412
+1,277
+4% +$29.8K 0.01% 678
2023
Q2 		$649K Sell
32,135
-54,142
-63% -$1.09M 0.01% 740
2023
Q1 		$1.82M Buy
86,277
+2,041
+2% +$42.6K 0.02% 471
2022
Q4 		$1.57M Sell
84,236
-5,756
-6% -$97.9K 0.02% 508
2022
Q3 		$1.32M Buy
89,992
+60
+0.1% +$961 0.01% 556
2022
Q2 		$1.45M Buy
+89,932
New +$1.58M 0.01% 613

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

British Columbia Investment Management's UBS Position: Q1 2026 in Review

British Columbia Investment Management reduced its UBS Group (UBS) stake by 46% in Q1 2026, selling an estimated $385K and leaving 10,609 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

British Columbia Investment Management first reported a position in UBS in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.82M in Q1 2023. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • British Columbia Investment Management held 10,609 shares of UBS Group worth $408K as of Q1 2026.
  • British Columbia Investment Management sold 8,986 UBS Group shares in Q1 2026, an estimated $385K.
  • UBS Group made up ﹤0.01% of British Columbia Investment Management's portfolio in Q1 2026, its #691 holding.
  • British Columbia Investment Management first reported a position in UBS Group in Q2 2022 and has held it in 15 quarters since.
  • British Columbia Investment Management's UBS Group position peaked at $1.82M in Q1 2023.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on British Columbia Investment Management's 13F filing for Q1 2026, filed 14 May 2026.