DZ Bank
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DZ Bank’s UBS Group UBS Stock Holding History

DZ Bank’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 		$224M Buy
5,845,369
+898,213
+18% +$38.4M 0.2% 101
2025
Q4 		$229M Sell
4,947,156
-155,784
-3% -$6.29M 0.2% 96
2025
Q3 		$208M Sell
5,102,940
-1,898,117
-27% -$73.7M 0.18% 99
2025
Q2 		$236M Sell
7,001,057
-15,258,285
-69% -$472M 0.24% 91
2025
Q1 		$676M Sell
22,259,342
-6,047,993
-21% -$202M 0.76% 34
2024
Q4 		$858M Buy
28,307,335
+17,525,749
+163% +$556M 0.87% 29
2024
Q3 		$333M Sell
10,781,586
-2,078,478
-16% -$62.5M 0.33% 78
2024
Q2 		$379M Sell
12,860,064
-399,674
-3% -$11.9M 0.39% 64
2024
Q1 		$408M Sell
13,259,738
-93,124
-0.7% -$2.75M 0.44% 56
2023
Q4 		$414M Buy
13,352,862
+659,025
+5% +$17.3M 0.52% 51
2023
Q3 		$315M Sell
12,693,837
-434,455
-3% -$10.1M 0.45% 51
2023
Q2 		$266M Buy
13,128,292
+995,559
+8% +$20M 0.4% 56
2023
Q1 		$256M Sell
12,132,733
-2,639,152
-18% -$55.1M 0.42% 56
2022
Q4 		$275M Buy
14,771,885
+660,031
+5% +$11.2M 0.48% 49
2022
Q3 		$208M Buy
14,111,854
+1,598,114
+13% +$25.6M 0.39% 54
2022
Q2 		$201M Buy
12,513,740
+2,697,709
+27% +$47.3M 0.36% 58
2022
Q1 		$194M Sell
9,816,031
-8,236,345
-46% -$156M 0.29% 64
2021
Q4 		$325M Buy
18,052,376
+3,856,406
+27% +$67.9M 0.46% 53
2021
Q3 		$228M Sell
14,195,970
-1,485,572
-9% -$24.1M 0.36% 58
2021
Q2 		$240M Sell
15,681,542
-450,585
-3% -$7.12M 0.39% 65
2021
Q1 		$251M Buy
16,132,127
+1,080,699
+7% +$16.6M 0.46% 62
2020
Q4 		$213M Sell
15,051,428
-5,664,573
-27% -$75M 0.45% 58
2020
Q3 		$232M Buy
20,716,001
+910,223
+5% +$10.9M 0.56% 51
2020
Q2 		$228M Buy
19,805,778
+15,159,155
+326% +$156M 0.63% 43
2020
Q1 		$43.5M Buy
4,646,623
+3,163,231
+213% +$36.5M 0.15% 109
2019
Q4 		$18.7M Sell
1,483,392
-189
-0% -$2.25K 0.05% 204
2019
Q3 		$16.9M Sell
1,483,581
-381,000
-20% -$4.29M 0.05% 203
2019
Q2 		$22.2M Buy
1,864,581
+1,170,172
+169% +$14.3M 0.07% 170
2019
Q1 		$8.42M Sell
694,409
-9,956,005
-93% -$126M 0.03% 283
2018
Q4 		$132M Buy
10,650,414
+2,315,129
+28% +$31.4M 0.51% 58
2018
Q3 		$132M Buy
8,335,285
+507,450
+6% +$7.98M 0.47% 68
2018
Q2 		$121M Sell
7,827,835
-44,630
-0.6% -$726K 0.45% 65
2018
Q1 		$138M Sell
7,872,465
-234,754
-3% -$4.46M 0.53% 54
2017
Q4 		$149M Buy
8,107,219
+476,192
+6% +$8.28M 0.57% 52
2017
Q3 		$131M Buy
7,631,027
+105,330
+1% +$1.8M 0.54% 58
2017
Q2 		$128M Buy
7,525,697
+1,715,165
+30% +$27.9M 0.59% 51
2017
Q1 		$93.1M Sell
5,810,532
-864,835
-13% -$13.9M 0.42% 72
2016
Q4 		$105M Buy
+6,675,367
New +$101M 0.51% 61

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 $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

DZ Bank's UBS Position: Q1 2026 in Review

DZ Bank increased its UBS Group (UBS) stake by 18% in Q1 2026, buying an estimated $38.4M and bringing the position to 5,845,369 shares worth $224M. The position accounts for 0.2% of the portfolio, ranked #101.

DZ Bank first reported a position in UBS in Q4 2016 and has held it in 38 quarters since. The position peaked at $858M in Q4 2024. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • DZ Bank held 5,845,369 shares of UBS Group worth $224M as of Q1 2026.
  • DZ Bank bought 898,213 UBS Group shares in Q1 2026, an estimated $38.4M.
  • UBS Group made up 0.2% of DZ Bank's portfolio in Q1 2026, its #101 holding.
  • DZ Bank first reported a position in UBS Group in Q4 2016 and has held it in 38 quarters since.
  • DZ Bank's UBS Group position peaked at $858M in Q4 2024.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on DZ Bank's 13F filing for Q1 2026, filed 15 May 2026.