Fidelity International
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Fidelity International’s UBS Group UBS Stock Holding History

Fidelity International’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 		$64.9M Sell
1,665,021
-401,918
-19% -$17.2M 0.05% 302
2025
Q4 		$96.4M Sell
2,066,939
-62,465
-3% -$2.52M 0.07% 236
2025
Q3 		$87M Sell
2,129,404
-3,580,262
-63% -$139M 0.07% 247
2025
Q2 		$193M Sell
5,709,666
-3,179,535
-36% -$98.4M 0.17% 149
2025
Q1 		$270M Buy
8,889,201
+1,849,752
+26% +$61.7M 0.26% 108
2024
Q4 		$215M Buy
7,039,449
+203,769
+3% +$6.46M 0.2% 127
2024
Q3 		$210M Sell
6,835,680
-245,381
-3% -$7.37M 0.19% 142
2024
Q2 		$208M Buy
7,081,061
+820,656
+13% +$24.4M 0.21% 133
2024
Q1 		$193M Buy
6,260,405
+1,367,052
+28% +$40.4M 0.19% 141
2023
Q4 		$152M Sell
4,893,353
-1,863,600
-28% -$49M 0.16% 161
2023
Q3 		$167M Buy
6,756,953
+2,532,066
+60% +$59.1M 0.2% 139
2023
Q2 		$85.5M Buy
4,224,887
+994,999
+31% +$20M 0.1% 226
2023
Q1 		$68.2M Sell
3,229,888
-4,485,845
-58% -$93.6M 0.08% 250
2022
Q4 		$144M Sell
7,715,733
-795,687
-9% -$13.5M 0.17% 149
2022
Q3 		$123M Buy
8,511,420
+1,534,316
+22% +$24.6M 0.16% 156
2022
Q2 		$112M Sell
6,977,104
-249,395
-3% -$4.37M 0.13% 181
2022
Q1 		$142M Buy
7,226,499
+2,581,273
+56% +$48.8M 0.15% 172
2021
Q4 		$83.4M Buy
4,645,226
+3,742,336
+414% +$65.9M 0.09% 231
2021
Q3 		$14.4M Sell
902,890
-18,544
-2% -$300K 0.02% 487
2021
Q2 		$14.1M Buy
921,434
+251,526
+38% +$3.97M 0.02% 506
2021
Q1 		$10.4M Buy
669,908
+70,386
+12% +$1.08M 0.01% 514
2020
Q4 		$8.44M Buy
+599,522
New +$7.94M 0.01% 507
2020
Q2 		– Sell
-6,076,525
Closed -$55.7M – 926
2020
Q1 		$55.7M Sell
6,076,525
-89,274
-1% -$1.03M 0.09% 216
2019
Q4 		$77.9M Buy
6,165,799
+678,787
+12% +$8.07M 0.11% 205
2019
Q3 		$62.3M Buy
5,487,012
+7,532
+0.1% +$84.8K 0.09% 226
2019
Q2 		$65.1M Buy
5,479,480
+1,292,859
+31% +$15.8M 0.1% 213
2019
Q1 		$50.7M Buy
4,186,621
+3,648,178
+678% +$46.2M 0.08% 235
2018
Q4 		$6.7M Buy
538,443
+138,358
+35% +$1.88M 0.01% 476
2018
Q3 		$6.32M Hold
400,085
– – 0.01% 529
2018
Q2 		$6.19M Sell
400,085
-129,383
-24% -$2.1M 0.01% 533
2018
Q1 		$9.3M Buy
529,468
+150,522
+40% +$2.86M 0.03% 363
2017
Q4 		$6.98M Hold
378,946
– – 0.02% 381
2017
Q3 		$6.48M Hold
378,946
– – 0.02% 378
2017
Q2 		$6.42M Sell
378,946
-28,887
-7% -$470K 0.02% 376
2017
Q1 		$6.53M Sell
407,833
-2,845,537
-87% -$45.8M 0.02% 383
2016
Q4 		$51M Sell
3,253,370
-9,122,178
-74% -$137M 0.15% 146
2016
Q3 		$169M Sell
12,375,548
-4,251,338
-26% -$57.9M 0.5% 60
2016
Q2 		$216M Sell
16,626,886
-5,321,992
-24% -$81.3M 0.69% 44
2016
Q1 		$354M Sell
21,948,878
-5,560,423
-20% -$90.3M 1.09% 26
2015
Q4 		$534M Sell
27,509,301
-1,485,992
-5% -$29M 1.62% 10
2015
Q3 		$536M Sell
28,995,293
-3,828,203
-12% -$81.1M 1.86% 5
2015
Q2 		$696M Sell
32,823,496
-296,936
-0.9% -$6.2M 2.22% 2
2015
Q1 		$624M Buy
33,120,432
+2,803,875
+9% +$48.8M 2.01% 2
2014
Q4 		$521M Buy
+30,316,557
New +$519M 1.8% 3

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

Fidelity International's UBS Position: Q1 2026 in Review

Fidelity International reduced its UBS Group (UBS) stake by 19% in Q1 2026, selling an estimated $17.2M and leaving 1,665,021 shares worth $64.9M. The position accounts for 0.05% of the portfolio, ranked #302.

Fidelity International first reported a position in UBS in Q4 2014 and has held it in 44 quarters since. The position peaked at $696M in Q2 2015. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Fidelity International held 1,665,021 shares of UBS Group worth $64.9M as of Q1 2026.
  • Fidelity International sold 401,918 UBS Group shares in Q1 2026, an estimated $17.2M.
  • UBS Group made up 0.05% of Fidelity International's portfolio in Q1 2026, its #302 holding.
  • Fidelity International first reported a position in UBS Group in Q4 2014 and has held it in 44 quarters since.
  • Fidelity International's UBS Group position peaked at $696M in Q2 2015.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Fidelity International's 13F filing for Q1 2026, filed 15 May 2026.