ClearBridge Investments’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $163M | Buy |
3,295,070
+3,157,318
| +2,292% | +$144M | 0.14% | 162 |
|
|
2026
Q1 | $5.25M | Buy |
137,752
+3,175
| +2% | +$136K | ﹤0.01% | 549 |
|
|
2025
Q4 | $6.23M | Sell |
134,577
-2,341
| -2% | -$94.6K | 0.01% | 556 |
|
|
2025
Q3 | $5.61M | Buy |
136,918
+1,927
| +1% | +$74.8K | ﹤0.01% | 583 |
|
|
2025
Q2 | $4.57M | Sell |
134,991
-10,058
| -7% | -$311K | ﹤0.01% | 578 |
|
|
2025
Q1 | $4.44M | Buy |
145,049
+936
| +0.6% | +$31.2K | ﹤0.01% | 576 |
|
|
2024
Q4 | $4.37M | Sell |
144,113
-19,600
| -12% | -$621K | ﹤0.01% | 586 |
|
|
2024
Q3 | $5.06M | Buy |
163,713
+7,899
| +5% | +$237K | ﹤0.01% | 580 |
|
|
2024
Q2 | $4.6M | Sell |
155,814
-35,758
| -19% | -$1.06M | ﹤0.01% | 592 |
|
|
2024
Q1 | $5.89M | Sell |
191,572
-1,306
| -0.7% | -$38.6K | ﹤0.01% | 582 |
|
|
2023
Q4 | $5.96M | Sell |
192,878
-3,859
| -2% | -$101K | 0.01% | 573 |
|
|
2023
Q3 | $4.85M | Buy |
196,737
+2,331
| +1% | +$54.4K | ﹤0.01% | 548 |
|
|
2023
Q2 | $3.94M | Buy |
194,406
+559
| +0.3% | +$11.2K | ﹤0.01% | 562 |
|
|
2023
Q1 | $4.03M | Sell |
193,847
-7,242
| -4% | -$151K | ﹤0.01% | 561 |
|
|
2022
Q4 | $3.75M | Sell |
201,089
-2,274
| -1% | -$38.7K | ﹤0.01% | 583 |
|
|
2022
Q3 | $2.95M | Sell |
203,363
-4,387
| -2% | -$70.2K | ﹤0.01% | 604 |
|
|
2022
Q2 | $3.37M | Sell |
207,750
-11,344
| -5% | -$199K | ﹤0.01% | 601 |
|
|
2022
Q1 | $4.17M | Buy |
219,094
+9,199
| +4% | +$174K | ﹤0.01% | 618 |
|
|
2021
Q4 | $3.75M | Sell |
209,895
-9,466
| -4% | -$167K | ﹤0.01% | 633 |
|
|
2021
Q3 | $3.5M | Sell |
219,361
-4,310
| -2% | -$69.8K | ﹤0.01% | 643 |
|
|
2021
Q2 | $3.43M | Buy |
223,671
+1,183
| +0.5% | +$18.7K | ﹤0.01% | 640 |
|
|
2021
Q1 | $3.38M | Buy |
222,488
+5,000
| +2% | +$76.9K | ﹤0.01% | 617 |
|
|
2020
Q4 | $3.07M | Sell |
217,488
-19,517
| -8% | -$258K | ﹤0.01% | 610 |
|
|
2020
Q3 | $2.64M | Sell |
237,005
-115,738
| -33% | -$1.39M | ﹤0.01% | 607 |
|
|
2020
Q2 | $4.07M | Sell |
352,743
-74,639
| -17% | -$769K | ﹤0.01% | 569 |
|
|
2020
Q1 | $3.53M | Sell |
427,382
-7,059
| -2% | -$81.4K | ﹤0.01% | 571 |
|
|
2019
Q4 | $5.46M | Sell |
434,441
-126,581
| -23% | -$1.51M | ﹤0.01% | 578 |
|
|
2019
Q3 | $6.34M | Sell |
561,022
-46,791
| -8% | -$527K | 0.01% | 573 |
|
|
2019
Q2 | $7.2M | Sell |
607,813
-1,693,035
| -74% | -$20.7M | 0.01% | 549 |
|
|
2019
Q1 | $27.9M | Buy |
2,300,848
+32,581
| +1% | +$413K | 0.02% | 389 |
|
|
2018
Q4 | $28.1M | Sell |
2,268,267
-11,294
| -0.5% | -$153K | 0.03% | 377 |
|
|
2018
Q3 | $35.9M | Buy |
2,279,561
+22,554
| +1% | +$355K | 0.03% | 371 |
|
|
2018
Q2 | $346M | Buy |
2,257,007
+38,616
| +2% | +$628K | 0.28% | 105 |
|
|
2018
Q1 | $39.2M | Buy |
2,218,391
+15,130
| +0.7% | +$288K | 0.04% | 338 |
|
|
2017
Q4 | $40.5M | Sell |
2,203,261
-5,077
| -0.2% | -$88.2K | 0.04% | 342 |
|
|
2017
Q3 | $37.9M | Sell |
2,208,338
-42,570
| -2% | -$728K | 0.04% | 358 |
|
|
2017
Q2 | $38.2M | Sell |
2,250,908
-1,033,688
| -31% | -$16.8M | 0.04% | 353 |
|
|
2017
Q1 | $52.4M | Buy |
3,284,596
+52,373
| +2% | +$843K | 0.05% | 305 |
|
|
2016
Q4 | $50.6M | Buy |
3,232,223
+400,937
| +14% | +$6.04M | 0.06% | 284 |
|
|
2016
Q3 | $38.6M | Buy |
2,831,286
+19,161
| +0.7% | +$261K | 0.04% | 321 |
|
|
2016
Q2 | $36.4M | Sell |
2,812,125
-32,393
| -1% | -$495K | 0.04% | 318 |
|
|
2016
Q1 | $45.6M | Buy |
2,844,518
+12,427
| +0.4% | +$202K | 0.05% | 283 |
|
|
2015
Q4 | $54.9M | Buy |
2,832,091
+27,055
| +1% | +$528K | 0.06% | 257 |
|
|
2015
Q3 | $51.9M | Buy |
2,805,036
+108,576
| +4% | +$2.3M | 0.06% | 258 |
|
|
2015
Q2 | $57.2M | Buy |
2,696,460
+58,899
| +2% | +$1.23M | 0.06% | 273 |
|
|
2015
Q1 | $49.5M | Buy |
2,637,561
+43,236
| +2% | +$752K | 0.05% | 295 |
|
|
2014
Q4 | $44.2M | Buy |
+2,594,325
| New | +$44.4M | 0.05% | 315 |
|
Other funds holding UBS
CCI
ClearBridge Investments's UBS Position: Q2 2026 in Review
ClearBridge Investments increased its UBS Group (UBS) stake by 2,292% in Q2 2026, buying an estimated $144M and bringing the position to 3,295,070 shares worth $163M. The position accounts for 0.14% of the portfolio, ranked #162.
ClearBridge Investments first reported a position in UBS in Q4 2014 and has held it in 47 quarters since. The position peaked at $346M in Q2 2018. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.
- ClearBridge Investments held 3,295,070 shares of UBS Group worth $163M as of Q2 2026.
- ClearBridge Investments bought 3,157,318 UBS Group shares in Q2 2026, an estimated $144M.
- UBS Group made up 0.14% of ClearBridge Investments's portfolio in Q2 2026, its #162 holding.
- ClearBridge Investments first reported a position in UBS Group in Q4 2014 and has held it in 47 quarters since.
- ClearBridge Investments's UBS Group position peaked at $346M in Q2 2018.
- 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.
Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.