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	–	–	0.02%	381
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%	194
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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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.