Fidelity Investments’s UBS Group UBS Stock Holding History

Fidelity Investments’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	$2.1B	Sell	53,883,732 -4,214,498	-7%	-$180M	0.11%	162
2025 Q4	$2.71B	Buy	58,098,230 +9,639,522	+20%	+$389M	0.14%	120
2025 Q3	$1.98B	Sell	48,458,708 -129,622	-0.3%	-$5.03M	0.1%	155
2025 Q2	$1.64B	Sell	48,588,330 -22,364,232	-32%	-$692M	0.09%	174
2025 Q1	$2.16B	Buy	70,952,562 +15,418,942	+28%	+$514M	0.14%	122
2024 Q4	$1.7B	Buy	55,533,620 +12,609,616	+29%	+$400M	0.1%	156
2024 Q3	$1.32B	Sell	42,924,004 -6,405,399	-13%	-$192M	0.08%	203
2024 Q2	$1.45B	Sell	49,329,403 -14,026,184	-22%	-$417M	0.09%	164
2024 Q1	$1.95B	Buy	63,355,587 +2,816,224	+5%	+$83.2M	0.13%	129
2023 Q4	$1.88B	Buy	60,539,363 +9,106,640	+18%	+$239M	0.14%	112
2023 Q3	$1.27B	Buy	51,432,723 +14,104,407	+38%	+$329M	0.11%	156
2023 Q2	$756M	Buy	37,328,316 +1,504,213	+4%	+$30.2M	0.06%	281
2023 Q1	$762M	Buy	35,824,103 +12,907,622	+56%	+$269M	0.07%	289
2022 Q4	$428M	Sell	22,916,481 -907,198	-4%	-$15.4M	0.04%	447
2022 Q3	$346M	Buy	23,823,679 +493,767	+2%	+$7.9M	0.04%	471
2022 Q2	$378M	Buy	23,329,912 +1,127,816	+5%	+$19.8M	0.04%	467
2022 Q1	$434M	Buy	22,202,096 +182,734	+0.8%	+$3.46M	0.03%	484
2021 Q4	$394M	Buy	22,019,362 +106,726	+0.5%	+$1.88M	0.03%	540
2021 Q3	$349M	Buy	21,912,636 +909,776	+4%	+$14.7M	0.03%	563
2021 Q2	$322M	Sell	21,002,860 -99,468	-0.5%	-$1.57M	0.03%	626
2021 Q1	$328M	Buy	21,102,328 +979,444	+5%	+$15.1M	0.03%	586
2020 Q4	$284M	Buy	20,122,884 +2,940,418	+17%	+$38.9M	0.03%	602
2020 Q3	$192M	Buy	17,182,466 +1,352,192	+9%	+$16.2M	0.02%	646
2020 Q2	$183M	Buy	15,830,274 +754,872	+5%	+$7.77M	0.02%	639
2020 Q1	$140M	Sell	15,075,402 -1,575,267	-9%	-$18.2M	0.02%	633
2019 Q4	$209M	Sell	16,650,669 -2,205,551	-12%	-$26.2M	0.02%	631
2019 Q3	$213M	Sell	18,856,220 -19,752,661	-51%	-$222M	0.03%	598
2019 Q2	$458M	Buy	38,608,881 +5,663,272	+17%	+$69.4M	0.05%	349
2019 Q1	$399M	Sell	32,945,609 -9,762,845	-23%	-$124M	0.05%	377
2018 Q4	$530M	Buy	42,708,454 +5,966,426	+16%	+$80.9M	0.07%	264
2018 Q3	$579M	Buy	36,742,028 +1,544,547	+4%	+$24.3M	0.07%	281
2018 Q2	$543M	Sell	35,197,481 -1,020,533	-3%	-$16.6M	0.06%	298
2018 Q1	$638M	Buy	36,218,014 +1,875,018	+5%	+$35.6M	0.08%	277
2017 Q4	$632M	Sell	34,342,996 -35,645	-0.1%	-$620K	0.07%	287
2017 Q3	$588M	Sell	34,378,641 -436,027	-1%	-$7.46M	0.07%	294
2017 Q2	$590M	Sell	34,814,668 -2,602,183	-7%	-$42.3M	0.07%	279
2017 Q1	$598M	Buy	37,416,851 +1,731,136	+5%	+$27.9M	0.08%	276
2016 Q4	$559M	Buy	35,685,715 +5,825,275	+20%	+$87.7M	0.07%	286
2016 Q3	$407M	Buy	29,860,440 +519,170	+2%	+$7.07M	0.05%	381
2016 Q2	$381M	Buy	29,341,270 +631,703	+2%	+$9.65M	0.05%	399
2016 Q1	$462M	Sell	28,709,567 -14,014,642	-33%	-$228M	0.06%	324
2015 Q4	$828M	Sell	42,724,209 -9,103,865	-18%	-$178M	0.11%	180
2015 Q3	$959M	Buy	51,828,074 +1,510,259	+3%	+$32M	0.14%	157
2015 Q2	$1.07B	Sell	50,317,815 -4,393,562	-8%	-$91.8M	0.14%	159
2015 Q1	$1.03B	Sell	54,711,377 -10,203,264	-16%	-$178M	0.13%	165
2014 Q4	$1.11B	Buy	+64,914,641	New	+$1.11B	0.14%	151

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fidelity Investments's UBS Position: Q1 2026 in Review

Fidelity Investments reduced its UBS Group (UBS) stake by 7.3% in Q1 2026, selling an estimated $180M and leaving 53,883,732 shares worth $2.1B. The position accounts for 0.11% of the portfolio, ranked #162.

Fidelity Investments first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.71B in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Fidelity Investments held 53,883,732 shares of UBS Group worth $2.1B as of Q1 2026.
Fidelity Investments sold 4,214,498 UBS Group shares in Q1 2026, an estimated $180M.
UBS Group made up 0.11% of Fidelity Investments's portfolio in Q1 2026, its #162 holding.
Fidelity Investments first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
Fidelity Investments's UBS Group position peaked at $2.71B in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

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