DZ Bank
UBS icon

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
2021
Q1 		– Sell
-500,000
Closed -$7.06M – 952
2020
Q4 		$7.06M Hold
500,000
– – 0.01% 387
2020
Q3 		$5.61M Sell
500,000
-1,136,000
-69% -$13.6M 0.01% 363
2020
Q2 		$18.8M Hold
1,636,000
– – 0.05% 196
2020
Q1 		$15.3M Buy
+1,636,000
New +$18.9M 0.05% 200
2018
Q2 		– Sell
-1,485,000
Closed -$26.1M – 1086
2018
Q1 		$26.1M Buy
1,485,000
+450,000
+43% +$8.56M 0.1% 182
2017
Q4 		$19M Buy
+1,035,000
New +$18M 0.07% 197

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

DZ Bank's UBS Position: Q2 2026 in Review

DZ Bank increased its UBS Group (UBS) stake by 14% in Q2 2026, buying an estimated $36.7M and bringing the position to 6,650,553 shares worth $330M. The position accounts for 0.25% of the portfolio, ranked #94.

DZ Bank first reported a position in UBS in Q4 2016 and has held it in 39 quarters since. The position peaked at $858M in Q4 2024. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • DZ Bank held 6,650,553 shares of UBS Group worth $330M as of Q2 2026.
  • DZ Bank bought 805,184 UBS Group shares in Q2 2026, an estimated $36.7M.
  • UBS Group made up 0.25% of DZ Bank's portfolio in Q2 2026, its #94 holding.
  • DZ Bank first reported a position in UBS Group in Q4 2016 and has held it in 39 quarters since.
  • DZ Bank's UBS Group position peaked at $858M in Q4 2024.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.