Franklin Resources’s UBS Group UBS Stock Holding History

Franklin Resources’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	$199M	Buy	5,101,601 +194,387	+4%	+$8.32M	0.05%	303
2025 Q4	$226M	Buy	4,907,214 +3,179,974	+184%	+$128M	0.06%	285
2025 Q3	$71M	Buy	1,727,240 +1,089,938	+171%	+$42.3M	0.02%	525
2025 Q2	$21.6M	Sell	637,302 -1,578,028	-71%	-$48.8M	0.01%	902
2025 Q1	$68.1M	Buy	2,215,330 +425,431	+24%	+$14.2M	0.02%	507
2024 Q4	$54.8M	Buy	1,789,899 +457,273	+34%	+$14.5M	0.02%	591
2024 Q3	$43.9M	Sell	1,332,626 -206,517	-13%	-$6.21M	0.01%	649
2024 Q2	$45.2M	Sell	1,539,143 -244,215	-14%	-$7.26M	0.01%	579
2024 Q1	$54.9M	Buy	1,783,358 +942,871	+112%	+$27.9M	0.02%	543
2023 Q4	$26.1M	Buy	840,487 +366,082	+77%	+$9.63M	0.01%	687
2023 Q3	$11.7M	Sell	474,405 -110,249	-19%	-$2.58M	0.01%	877
2023 Q2	$11.8M	Sell	584,654 -147,544	-20%	-$2.97M	0.01%	888
2023 Q1	$15.5M	Sell	732,198 -191,655	-21%	-$4M	0.01%	838
2022 Q4	$17.2M	Sell	923,853 -300,173	-25%	-$5.1M	0.01%	813
2022 Q3	$17.8M	Sell	1,224,026 -51,961	-4%	-$832K	0.01%	797
2022 Q2	$20.6M	Sell	1,275,987 -627,097	-33%	-$11M	0.01%	790
2022 Q1	$37.2M	Buy	1,903,084 +183,478	+11%	+$3.47M	0.01%	687
2021 Q4	$30.8M	Buy	1,719,606 +82,666	+5%	+$1.46M	0.01%	775
2021 Q3	$26.1M	Sell	1,636,940 -462,486	-22%	-$7.49M	0.01%	826
2021 Q2	$32.2M	Buy	2,099,426 +34,151	+2%	+$539K	0.01%	761
2021 Q1	$32M	Sell	2,065,275 -1,083,884	-34%	-$16.7M	0.01%	739
2020 Q4	$44.3M	Sell	3,149,159 -99,573	-3%	-$1.32M	0.02%	631
2020 Q3	$36.3M	Buy	3,248,732 +948,797	+41%	+$11.4M	0.02%	636
2020 Q2	$28.1M	Sell	2,299,935 -1,280,662	-36%	-$13.2M	0.01%	663
2020 Q1	$33M	Sell	3,580,597 -10,930,515	-75%	-$126M	0.02%	562
2019 Q4	$183M	Sell	14,511,112 -14,221,733	-49%	-$169M	0.1%	248
2019 Q3	$326M	Sell	28,732,845 -7,329,540	-20%	-$82.5M	0.18%	149
2019 Q2	$428M	Sell	36,062,385 -39,319,462	-52%	-$482M	0.23%	116
2019 Q1	$914M	Sell	75,381,847 -12,234	-0%	-$155K	0.49%	50
2018 Q4	$940M	Sell	75,394,081 -2,831,376	-4%	-$38.4M	0.57%	37
2018 Q3	$1.24B	Buy	78,225,457 +7,711,053	+11%	+$121M	0.62%	30
2018 Q2	$1.09B	Buy	70,514,404 +2,971,550	+4%	+$48.3M	0.56%	35
2018 Q1	$1.19B	Buy	67,542,854 +2,487,565	+4%	+$47.3M	0.6%	31
2017 Q4	$1.2B	Buy	65,055,289 +2,520,690	+4%	+$43.8M	0.57%	34
2017 Q3	$1.07B	Buy	62,534,599 +4,598,874	+8%	+$78.7M	0.52%	42
2017 Q2	$981M	Buy	57,935,725 +10,125,809	+21%	+$165M	0.49%	47
2017 Q1	$765M	Buy	47,809,916 +1,645,923	+4%	+$26.5M	0.39%	70
2016 Q4	$723M	Sell	46,163,993 -1,414,632	-3%	-$21.3M	0.37%	69
2016 Q3	$648M	Buy	47,578,625 +14,321,548	+43%	+$195M	0.34%	83
2016 Q2	$428M	Buy	33,257,077 +28,557,465	+608%	+$436M	0.23%	120
2016 Q1	$75.7M	Sell	4,699,612 -1,529,141	-25%	-$24.8M	0.04%	411
2015 Q4	$121M	Sell	6,228,753 -8,759,049	-58%	-$171M	0.06%	309
2015 Q3	$277M	Sell	14,987,802 -82,666	-0.5%	-$1.75M	0.14%	172
2015 Q2	$320M	Sell	15,070,468 -343,306	-2%	-$7.17M	0.15%	168
2015 Q1	$291M	Buy	15,413,774 +8,888,227	+136%	+$155M	0.13%	179
2014 Q4	$112M	Buy	+6,525,547	New	+$112M	0.05%	347

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

Franklin Resources's UBS Position: Q1 2026 in Review

Franklin Resources increased its UBS Group (UBS) stake by 4% in Q1 2026, buying an estimated $8.32M and bringing the position to 5,101,601 shares worth $199M. The position accounts for 0.05% of the portfolio, ranked #303.

Franklin Resources first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.24B in Q3 2018. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Franklin Resources held 5,101,601 shares of UBS Group worth $199M as of Q1 2026.
Franklin Resources bought 194,387 UBS Group shares in Q1 2026, an estimated $8.32M.
UBS Group made up 0.05% of Franklin Resources's portfolio in Q1 2026, its #303 holding.
Franklin Resources first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
Franklin Resources's UBS Group position peaked at $1.24B in Q3 2018.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Franklin Resources's 13F filing for Q1 2026, filed 13 May 2026.