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	$35.2M	Sell	900,000 -225,000	-20%	-$9.63M	﹤0.01%	1880
2025 Q4	$52.1M	Sell	1,125,000 -3,355,000	-75%	-$136M	0.01%	1482
2025 Q3	$184M	Sell	4,480,000 -3,995,700	-47%	-$155M	0.02%	644
2025 Q2	$287M	Sell	8,475,700 -2,666,000	-24%	-$82.5M	0.04%	447
2025 Q1	$341M	Buy	11,141,700 +5,772,800	+108%	+$193M	0.06%	349
2024 Q4	$163M	Buy	5,368,900 +443,100	+9%	+$14M	0.03%	577
2024 Q3	$152M	Sell	4,925,800 -13,820,500	-74%	-$415M	0.02%	609
2024 Q2	$554M	Sell	18,746,300 -3,583,100	-16%	-$107M	0.09%	208
2024 Q1	$686M	Buy	22,329,400 +15,458,700	+225%	+$457M	0.12%	166
2023 Q4	$212M	Sell	6,870,700 -15,587,094	-69%	-$410M	0.04%	464
2023 Q3	$554M	Buy	22,457,794 +13,683,401	+156%	+$320M	0.12%	162
2023 Q2	$178M	Buy	8,774,393 +2,864,393	+48%	+$57.6M	0.04%	474
2023 Q1	$126M	Buy	5,910,000 +5,060,000	+595%	+$106M	0.03%	587
2022 Q4	$15.9M	Sell	850,000 -875,000	-51%	-$14.9M	﹤0.01%	2158
2022 Q3	$25M	Sell	1,725,000 -150,000	-8%	-$2.4M	0.01%	1669
2022 Q2	$30.4M	Sell	1,875,000 -2,050,000	-52%	-$35.9M	0.01%	1543
2022 Q1	$76.7M	Buy	+3,925,000	New	+$74.2M	0.02%	944
2021 Q4	–	Sell	-3,323,300	Closed	-$53M	–	6715
2021 Q3	$53M	Buy	3,323,300 +148,300	+5%	+$2.4M	0.01%	1245
2021 Q2	$48.7M	Buy	3,175,000 +900,000	+40%	+$14.2M	0.01%	1283
2021 Q1	$35.3M	Sell	2,275,000 -325,000	-13%	-$5M	0.01%	1447
2020 Q4	$36.7M	Sell	2,600,000 -584,600	-18%	-$7.74M	0.01%	1365
2020 Q3	$35.5M	Sell	3,184,600 -800,000	-20%	-$9.59M	0.01%	1271
2020 Q2	$46M	Buy	3,984,600 +2,459,600	+161%	+$25.3M	0.01%	1021
2020 Q1	$14.1M	Hold	1,525,000	–	–	0.01%	1788
2019 Q4	$19.2M	Sell	1,525,000 -950,000	-38%	-$11.3M	﹤0.01%	1905
2019 Q3	$28M	Buy	2,475,000 +1,300,000	+111%	+$14.6M	0.01%	1537
2019 Q2	$13.9M	Sell	1,175,000 -550,000	-32%	-$6.74M	﹤0.01%	2127
2019 Q1	$20.9M	Buy	1,725,000 +300,000	+21%	+$3.8M	0.01%	1827
2018 Q4	$17.6M	Sell	1,425,000 -1,012,400	-42%	-$13.7M	0.01%	1905
2018 Q3	$38.3M	Buy	2,437,400 +82,800	+4%	+$1.3M	0.01%	1414
2018 Q2	$36.1M	Buy	2,354,600 +1,140,100	+94%	+$18.5M	0.01%	1464
2018 Q1	$21.4M	Buy	1,214,500 +550,000	+83%	+$10.5M	0.01%	1807
2017 Q4	$12.2M	Buy	664,500 +156,100	+31%	+$2.71M	﹤0.01%	2305
2017 Q3	$8.72M	Sell	508,400 -650,500	-56%	-$11.1M	﹤0.01%	2676
2017 Q2	$19.7M	Sell	1,158,900 -515,454	-31%	-$8.38M	0.01%	1951
2017 Q1	$26.7M	Buy	1,674,354 +1,214,700	+264%	+$19.5M	0.01%	1699
2016 Q4	$7.2M	Buy	459,654 +197,708	+75%	+$2.98M	﹤0.01%	2721
2016 Q3	$3.57M	Sell	261,946 -2,037,700	-89%	-$27.7M	﹤0.01%	3343
2016 Q2	$29.8M	Buy	2,299,646 +2,043,014	+796%	+$31.2M	0.01%	1492
2016 Q1	$4.11M	Buy	256,632 +17,100	+7%	+$278K	﹤0.01%	2859
2015 Q4	$4.64M	Sell	239,532 -9,479,848	-98%	-$185M	﹤0.01%	2896
2015 Q3	$180M	Buy	9,719,380 +631,480	+7%	+$13.4M	0.06%	347
2015 Q2	$193M	Sell	9,087,900 -1,385,700	-13%	-$28.9M	0.06%	355
2015 Q1	$197M	Buy	+10,473,600	New	+$182M	0.06%	372

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.