Canada Pension Plan Investment Board’s UBS Group UBS Stock Holding History

Canada Pension Plan Investment Board’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 Q2	$507M	Buy	10,233,181 +2,276,359	+29%	+$104M	0.28%	79
2026 Q1	$306M	Sell	7,956,822 -821,253	-9%	-$35.1M	0.2%	114
2025 Q4	$409M	Buy	8,778,075 +3,051,913	+53%	+$123M	0.27%	81
2025 Q3	$234M	Sell	5,726,162 -677,474	-11%	-$26.3M	0.16%	133
2025 Q2	$217M	Buy	6,403,636 +928,160	+17%	+$28.7M	0.19%	121
2025 Q1	$166M	Sell	5,475,476 -669,743	-11%	-$22.3M	0.16%	133
2024 Q4	$188M	Sell	6,145,219 -3,024,527	-33%	-$95.9M	0.18%	118
2024 Q3	$283M	Buy	9,169,746 +538,927	+6%	+$16.2M	0.27%	86
2024 Q2	$254M	Buy	8,630,819 +843,903	+11%	+$25.1M	0.25%	85
2024 Q1	$240M	Buy	7,786,916 +1,490,235	+24%	+$44M	0.25%	93
2023 Q4	$195M	Buy	6,296,681 +3,107,761	+97%	+$81.7M	0.25%	101
2023 Q3	$79.1M	Buy	3,188,920 +1,185,408	+59%	+$27.7M	0.12%	190
2023 Q2	$40.5M	Sell	2,003,512 -4,027,593	-67%	-$81M	0.06%	259
2023 Q1	$127M	Buy	6,031,105 +716,625	+13%	+$15M	0.2%	117
2022 Q4	$98.8M	Sell	5,314,480 -498,096	-9%	-$8.47M	0.18%	132
2022 Q3	$85.5M	Buy	5,812,576 +412,243	+8%	+$6.6M	0.15%	151
2022 Q2	$86.8M	Buy	5,400,333 +2,050,380	+61%	+$35.9M	0.14%	143
2022 Q1	$66.1M	Hold	3,349,953	–	–	0.09%	222
2021 Q4	$60.4M	Sell	3,349,953 -2,400	-0.1%	-$42.3K	0.06%	285
2021 Q3	$53.9M	Buy	3,352,353 +745,400	+29%	+$12.1M	0.06%	297
2021 Q2	$39.9M	Sell	2,606,953 -692,417	-21%	-$10.9M	0.05%	335
2021 Q1	$51.3M	Buy	3,299,370 +1,080,617	+49%	+$16.6M	0.07%	267
2020 Q4	$31.3M	Sell	2,218,753 -2,570,300	-54%	-$34M	0.05%	293
2020 Q3	$53.7M	Buy	4,789,053 +849,100	+22%	+$10.2M	0.1%	156
2020 Q2	$45.3M	Sell	3,939,953 -1,634,600	-29%	-$16.8M	0.1%	151
2020 Q1	$52.1M	Sell	5,574,553 -10,974,656	-66%	-$126M	0.14%	121
2019 Q4	$209M	Buy	16,549,209 +1,955,156	+13%	+$23.3M	0.41%	58
2019 Q3	$166M	Buy	14,594,053 +9,661,245	+196%	+$109M	0.34%	70
2019 Q2	$58.7M	Sell	4,932,808 -10,000,000	-67%	-$123M	0.12%	146
2019 Q1	$181M	Buy	14,932,808 +336,196	+2%	+$4.26M	0.35%	69
2018 Q4	$181M	Buy	14,596,612 +5,568,387	+62%	+$75.5M	0.4%	56
2018 Q3	$143M	Buy	9,028,225 +2,467,258	+38%	+$38.8M	0.26%	80
2018 Q2	$101M	Sell	6,560,967 -6,310,933	-49%	-$103M	0.19%	98
2018 Q1	$226M	Buy	12,871,900 +2,100,700	+20%	+$39.9M	0.38%	61
2017 Q4	$198M	Sell	10,771,200 -472,100	-4%	-$8.21M	0.37%	57
2017 Q3	$192M	Hold	11,243,300	–	–	0.39%	52
2017 Q2	$191M	Buy	11,243,300 +273,187	+2%	+$4.44M	0.44%	50
2017 Q1	$176M	Sell	10,970,113 -105,800	-1%	-$1.7M	0.46%	43
2016 Q4	$174M	Buy	11,075,913 +6,394,623	+137%	+$96.3M	0.63%	33
2016 Q3	$63.9M	Hold	4,681,290	–	–	0.23%	84
2016 Q2	$60.4M	Buy	4,681,290 +4,237,630	+955%	+$64.8M	0.24%	81
2016 Q1	$7.18M	Sell	443,660 -1,394,600	-76%	-$22.6M	0.03%	462
2015 Q4	$35.8M	Sell	1,838,260 -154,453	-8%	-$3.01M	0.17%	93
2015 Q3	$36.7M	Sell	1,992,713 -4,123,700	-67%	-$87.4M	0.15%	121
2015 Q2	$130M	Buy	6,116,413 +335,500	+6%	+$7.01M	0.42%	44
2015 Q1	$109M	Buy	+5,780,913	New	+$101M	0.4%	38

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

Canada Pension Plan Investment Board's UBS Position: Q2 2026 in Review

Canada Pension Plan Investment Board increased its UBS Group (UBS) stake by 29% in Q2 2026, buying an estimated $104M and bringing the position to 10,233,181 shares worth $507M. The position accounts for 0.28% of the portfolio, ranked #79.

Canada Pension Plan Investment Board first reported a position in UBS in Q1 2015 and has held it in 46 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Canada Pension Plan Investment Board held 10,233,181 shares of UBS Group worth $507M as of Q2 2026.
Canada Pension Plan Investment Board bought 2,276,359 UBS Group shares in Q2 2026, an estimated $104M.
UBS Group made up 0.28% of Canada Pension Plan Investment Board's portfolio in Q2 2026, its #79 holding.
Canada Pension Plan Investment Board first reported a position in UBS Group in Q1 2015 and has held it in 46 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Canada Pension Plan Investment Board's 13F filing for Q2 2026, filed 14 Aug 2026.