Fisher Asset Management’s UBS Group UBS Stock Holding History

Fisher Asset Management’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	$2.58B	Buy	66,074,238 +1,966,974	+3%	+$84.2M	0.88%	30
2025 Q4	$2.97B	Buy	64,107,264 +2,938,827	+5%	+$119M	1.01%	26
2025 Q3	$2.51B	Buy	61,168,437 +2,744,348	+5%	+$107M	0.91%	30
2025 Q2	$1.98B	Buy	58,424,089 +8,448,219	+17%	+$261M	0.78%	37
2025 Q1	$1.53B	Buy	49,975,870 +45,938,949	+1,138%	+$1.53B	0.66%	46
2024 Q4	$122M	Buy	4,036,921 +3,264,214	+422%	+$103M	0.05%	152
2024 Q3	$23.9M	Buy	+772,707	New	+$23.2M	0.01%	320
2023 Q4	–	Sell	-15,063	Closed	-$371K	–	1123
2023 Q3	$371K	Buy	15,063 +75	+0.5%	+$1.75K	﹤0.01%	893
2023 Q2	$304K	Buy	14,988 +466	+3%	+$9.37K	﹤0.01%	954
2023 Q1	$310K	Sell	14,522 -5,074	-26%	-$106K	﹤0.01%	915
2022 Q4	$366K	Sell	19,596 -4,687	-19%	-$79.7K	﹤0.01%	883
2022 Q3	$352K	Sell	24,283 -624	-3%	-$9.99K	﹤0.01%	797
2022 Q2	$404K	Sell	24,907 -293	-1%	-$5.14K	﹤0.01%	754
2022 Q1	$492K	Buy	25,200 +339	+1%	+$6.41K	﹤0.01%	732
2021 Q4	$444K	Sell	24,861 -1,509	-6%	-$26.6K	﹤0.01%	786
2021 Q3	$420K	Sell	26,370 -5,563	-17%	-$90.1K	﹤0.01%	753
2021 Q2	$490K	Buy	31,933 +209	+0.7%	+$3.3K	﹤0.01%	723
2021 Q1	$493K	Sell	31,724 -14,467	-31%	-$222K	﹤0.01%	710
2020 Q4	$653K	Sell	46,191 -16,537	-26%	-$219K	﹤0.01%	664
2020 Q3	$699K	Sell	62,728 -149,986	-71%	-$1.8M	﹤0.01%	605
2020 Q2	$2.46M	Sell	212,714 -1,174,537	-85%	-$12.1M	﹤0.01%	463
2020 Q1	$12.8M	Sell	1,387,251 -51,059,052	-97%	-$588M	0.02%	279
2019 Q4	$660M	Sell	52,446,303 -44,692	-0.1%	-$532K	0.67%	46
2019 Q3	$594M	Buy	52,490,995 +1,384,055	+3%	+$15.6M	0.65%	50
2019 Q2	$606M	Sell	51,106,940 -297,767	-0.6%	-$3.65M	0.67%	47
2019 Q1	$623M	Buy	51,404,707 +2,577,441	+5%	+$32.6M	0.73%	41
2018 Q4	$604M	Buy	48,827,266 +773,209	+2%	+$10.5M	0.83%	36
2018 Q3	$756M	Buy	48,054,057 +1,590,059	+3%	+$25M	0.92%	26
2018 Q2	$713M	Buy	46,463,998 +2,071,414	+5%	+$33.7M	0.93%	25
2018 Q1	$784M	Buy	44,392,584 +1,485,082	+3%	+$28.2M	1.04%	19
2017 Q4	$789M	Buy	42,907,502 +1,604,297	+4%	+$27.9M	1.03%	24
2017 Q3	$708M	Buy	41,303,205 +1,136,180	+3%	+$19.4M	0.99%	25
2017 Q2	$682M	Buy	40,167,025 +2,639,249	+7%	+$42.9M	1.03%	23
2017 Q1	$599M	Buy	37,527,776 +895,877	+2%	+$14.4M	0.96%	31
2016 Q4	$574M	Buy	36,631,899 +1,605,791	+5%	+$24.2M	1%	29
2016 Q3	$477M	Buy	35,026,108 +3,618,201	+12%	+$49.3M	0.85%	37
2016 Q2	$393M	Buy	31,407,907 +1,128,110	+4%	+$17.2M	0.73%	49
2016 Q1	$484M	Buy	30,279,797 +1,179,237	+4%	+$19.2M	0.92%	37
2015 Q4	$564M	Buy	29,100,560 +1,449,490	+5%	+$28.3M	1.09%	32
2015 Q3	$512M	Buy	27,651,070 +1,106,189	+4%	+$23.4M	1.07%	31
2015 Q2	$563M	Buy	26,544,881 +1,036,709	+4%	+$21.7M	1.09%	34
2015 Q1	$479M	Buy	25,508,172 +786,716	+3%	+$13.7M	0.96%	39
2014 Q4	$422M	Buy	+24,721,456	New	+$423M	0.87%	43

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

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

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

Fisher Asset Management's UBS Position: Q1 2026 in Review

Fisher Asset Management increased its UBS Group (UBS) stake by 3.1% in Q1 2026, buying an estimated $84.2M and bringing the position to 66,074,238 shares worth $2.58B. The position accounts for 0.88% of the portfolio, ranked #30.

Fisher Asset Management first reported a position in UBS in Q4 2014 and has held it in 43 quarters since. The position peaked at $2.97B in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Fisher Asset Management held 66,074,238 shares of UBS Group worth $2.58B as of Q1 2026.
Fisher Asset Management bought 1,966,974 UBS Group shares in Q1 2026, an estimated $84.2M.
UBS Group made up 0.88% of Fisher Asset Management's portfolio in Q1 2026, its #30 holding.
Fisher Asset Management first reported a position in UBS Group in Q4 2014 and has held it in 43 quarters since.
Fisher Asset Management's UBS Group position peaked at $2.97B in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.