Goldman Sachs’s UBS Group UBS Stock Holding History

Goldman Sachs’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	$600M	Sell	15,344,986 -2,718,346	-15%	-$116M	0.07%	291
2025 Q4	$837M	Sell	18,063,332 -2,843,938	-14%	-$115M	0.1%	168
2025 Q3	$857M	Buy	20,907,270 +2,456,351	+13%	+$95.4M	0.1%	171
2025 Q2	$624M	Buy	18,450,919 +2,693,720	+17%	+$83.4M	0.08%	221
2025 Q1	$483M	Sell	15,757,199 -6,676,471	-30%	-$223M	0.08%	251
2024 Q4	$680M	Buy	22,433,670 +1,744,338	+8%	+$55.3M	0.11%	168
2024 Q3	$640M	Buy	20,689,332 +2,965,231	+17%	+$89.1M	0.1%	185
2024 Q2	$524M	Sell	17,724,101 -6,490,509	-27%	-$193M	0.09%	214
2024 Q1	$744M	Sell	24,214,610 -13,469,489	-36%	-$398M	0.13%	153
2023 Q4	$1.16B	Sell	37,684,099 -10,879,445	-22%	-$286M	0.21%	77
2023 Q3	$1.2B	Buy	48,563,544 +11,601,610	+31%	+$271M	0.25%	64
2023 Q2	$749M	Sell	36,961,934 -731,129	-2%	-$14.7M	0.16%	111
2023 Q1	$804M	Sell	37,693,063 -7,372,955	-16%	-$154M	0.18%	97
2022 Q4	$841M	Buy	45,066,018 +11,491,181	+34%	+$195M	0.21%	79
2022 Q3	$487M	Buy	33,574,837 +6,172,144	+23%	+$98.8M	0.12%	136
2022 Q2	$444M	Sell	27,402,693 -282,420	-1%	-$4.95M	0.11%	143
2022 Q1	$541M	Sell	27,685,113 -8,760,044	-24%	-$166M	0.11%	150
2021 Q4	$651M	Buy	36,445,157 +8,075,806	+28%	+$142M	0.13%	137
2021 Q3	$452M	Sell	28,369,351 -16,726	-0.1%	-$271K	0.1%	189
2021 Q2	$435M	Sell	28,386,077 -12,122,757	-30%	-$191M	0.1%	180
2021 Q1	$629M	Buy	40,508,834 +6,112,480	+18%	+$94M	0.16%	105
2020 Q4	$486M	Buy	34,396,354 +5,617,017	+20%	+$74.4M	0.13%	141
2020 Q3	$321M	Buy	28,779,337 +1,520,347	+6%	+$18.2M	0.09%	195
2020 Q2	$315M	Buy	27,258,990 +7,438,399	+38%	+$76.6M	0.1%	196
2020 Q1	$184M	Sell	19,820,591 -17,649,755	-47%	-$203M	0.06%	290
2019 Q4	$471M	Buy	37,470,346 +13,948,797	+59%	+$166M	0.12%	165
2019 Q3	$266M	Buy	23,521,549 +4,713,575	+25%	+$53.1M	0.08%	278
2019 Q2	$223M	Buy	18,807,974 +4,580,254	+32%	+$56.1M	0.06%	332
2019 Q1	$172M	Sell	14,227,720 -1,200,046	-8%	-$15.2M	0.05%	414
2018 Q4	$191M	Sell	15,427,766 -742,336	-5%	-$10.1M	0.06%	325
2018 Q3	$254M	Sell	16,170,102 -3,334,044	-17%	-$52.4M	0.07%	317
2018 Q2	$299M	Buy	19,504,146 +5,603,413	+40%	+$91.1M	0.08%	242
2018 Q1	$245M	Sell	13,900,733 -378,921	-3%	-$7.2M	0.06%	341
2017 Q4	$263M	Buy	14,279,654 +635,552	+5%	+$11M	0.06%	348
2017 Q3	$234M	Sell	13,644,102 -2,010,713	-13%	-$34.4M	0.06%	362
2017 Q2	$266M	Sell	15,654,815 -2,872,622	-16%	-$46.7M	0.07%	290
2017 Q1	$296M	Buy	18,527,437 +2,440,227	+15%	+$39.3M	0.08%	237
2016 Q4	$252M	Sell	16,087,210 -375,405	-2%	-$5.65M	0.07%	299
2016 Q3	$224M	Buy	16,462,615 +29,090	+0.2%	+$396K	0.07%	298
2016 Q2	$213M	Buy	16,433,525 +4,073,521	+33%	+$62.2M	0.07%	321
2016 Q1	$198M	Sell	12,360,004 -9,871,390	-44%	-$160M	0.07%	343
2015 Q4	$431M	Buy	22,231,394 +8,853,984	+66%	+$173M	0.14%	140
2015 Q3	$248M	Buy	13,377,410 +2,759,484	+26%	+$58.5M	0.08%	240
2015 Q2	$225M	Sell	10,617,926 -1,510,392	-12%	-$31.5M	0.07%	307
2015 Q1	$228M	Sell	12,128,318 -4,728,170	-28%	-$82.3M	0.07%	305
2014 Q4	$287M	Buy	+16,856,488	New	+$289M	0.09%	229

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

Goldman Sachs's UBS Position: Q1 2026 in Review

Goldman Sachs reduced its UBS Group (UBS) stake by 15% in Q1 2026, selling an estimated $116M and leaving 15,344,986 shares worth $600M. The position accounts for 0.07% of the portfolio, ranked #291.

Goldman Sachs first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.2B in Q3 2023. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Goldman Sachs held 15,344,986 shares of UBS Group worth $600M as of Q1 2026.
Goldman Sachs sold 2,718,346 UBS Group shares in Q1 2026, an estimated $116M.
UBS Group made up 0.07% of Goldman Sachs's portfolio in Q1 2026, its #291 holding.
Goldman Sachs first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
Goldman Sachs's UBS Group position peaked at $1.2B in Q3 2023.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Goldman Sachs's 13F filing for Q1 2026, filed 15 May 2026.