Capital World Investors
UBS icon

Capital World Investors’s UBS Group UBS Stock Holding History

Capital World Investors’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 		$721M Sell
14,545,505
-8,950,341
-38% -$408M 0.09% 182
2026
Q1 		$913M Sell
23,495,846
-13,903,480
-37% -$595M 0.12% 152
2025
Q4 		$1.73B Buy
37,399,326
+55,822
+0.1% +$2.26M 0.24% 101
2025
Q3 		$1.53B Buy
37,343,504
+386,264
+1% +$15M 0.21% 114
2025
Q2 		$1.25B Sell
36,957,240
-843,414
-2% -$26.1M 0.18% 122
2025
Q1 		$1.16B Buy
37,800,654
+371,846
+1% +$12.4M 0.19% 122
2024
Q4 		$1.14B Sell
37,428,808
-1,949,421
-5% -$61.8M 0.17% 122
2024
Q3 		$1.22B Buy
39,378,229
+108,555
+0.3% +$3.26M 0.19% 122
2024
Q2 		$1.15B Buy
39,269,674
+1,062,010
+3% +$31.6M 0.19% 119
2024
Q1 		$1.18B Buy
38,207,664
+1,147,836
+3% +$33.9M 0.19% 122
2023
Q4 		$1.15B Buy
37,059,828
+3,523,105
+11% +$92.7M 0.2% 121
2023
Q3 		$829M Buy
33,536,723
+15,479,916
+86% +$362M 0.16% 133
2023
Q2 		$367M Buy
18,056,807
+11,900,050
+193% +$239M 0.07% 224
2023
Q1 		$130M Buy
+6,156,757
New +$128M 0.03% 311
2018
Q4 		– Sell
-20,961,166
Closed -$331M – 570
2018
Q3 		$331M Buy
+20,961,166
New +$330M 0.08% 198

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Capital World Investors's UBS Position: Q2 2026 in Review

Capital World Investors reduced its UBS Group (UBS) stake by 38% in Q2 2026, selling an estimated $408M and leaving 14,545,505 shares worth $721M. The position accounts for 0.09% of the portfolio, ranked #182.

Capital World Investors first reported a position in UBS in Q3 2018 and has held it in 15 quarters since. The position peaked at $1.73B in Q4 2025. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Capital World Investors held 14,545,505 shares of UBS Group worth $721M as of Q2 2026.
  • Capital World Investors sold 8,950,341 UBS Group shares in Q2 2026, an estimated $408M.
  • UBS Group made up 0.09% of Capital World Investors's portfolio in Q2 2026, its #182 holding.
  • Capital World Investors first reported a position in UBS Group in Q3 2018 and has held it in 15 quarters since.
  • Capital World Investors's UBS Group position peaked at $1.73B in Q4 2025.
  • 763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Capital World Investors's 13F filing for Q2 2026, filed 12 Aug 2026.