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	$239M	Buy	6,120,800 +3,090,800	+102%	+$132M	0.03%	595
2025 Q4	$140M	Sell	3,030,000 -4,990,700	-62%	-$202M	0.02%	795
2025 Q3	$329M	Sell	8,020,700 -575,000	-7%	-$22.3M	0.04%	432
2025 Q2	$291M	Sell	8,595,700 -2,159,800	-20%	-$66.8M	0.04%	444
2025 Q1	$329M	Buy	10,755,500 +2,930,500	+37%	+$97.7M	0.05%	359
2024 Q4	$237M	Sell	7,825,000 -1,639,300	-17%	-$52M	0.04%	448
2024 Q3	$293M	Buy	9,464,300 +4,760,906	+101%	+$143M	0.05%	394
2024 Q2	$139M	Sell	4,703,394 -2,188,500	-32%	-$65.1M	0.02%	638
2024 Q1	$212M	Sell	6,891,894 -2,407,800	-26%	-$71.1M	0.04%	472
2023 Q4	$287M	Sell	9,299,694 -3,082,308	-25%	-$81.1M	0.05%	370
2023 Q3	$305M	Buy	12,382,002 +1,929,285	+18%	+$45.1M	0.06%	284
2023 Q2	$212M	Buy	10,452,717 +3,323,417	+47%	+$66.8M	0.05%	401
2023 Q1	$152M	Buy	7,129,300 +4,279,300	+150%	+$89.3M	0.04%	522
2022 Q4	$53.2M	Sell	2,850,000 -1,750,000	-38%	-$29.8M	0.01%	1123
2022 Q3	$66.7M	Buy	4,600,000 +353,300	+8%	+$5.66M	0.02%	913
2022 Q2	$68.9M	Sell	4,246,700 -1,154,300	-21%	-$20.2M	0.02%	904
2022 Q1	$106M	Buy	5,401,000 +4,951,000	+1,100%	+$93.7M	0.02%	732
2021 Q4	$8.04M	Sell	450,000 -4,979,700	-92%	-$87.7M	﹤0.01%	2966
2021 Q3	$86.5M	Buy	5,429,700 +2,185,000	+67%	+$35.4M	0.02%	840
2021 Q2	$49.8M	Sell	3,244,700 -50,000	-2%	-$790K	0.01%	1261
2021 Q1	$51.2M	Buy	3,294,700 +475,000	+17%	+$7.3M	0.01%	1158
2020 Q4	$39.8M	Sell	2,819,700 -2,765,600	-50%	-$36.6M	0.01%	1304
2020 Q3	$62.3M	Sell	5,585,300 -1,800,000	-24%	-$21.6M	0.02%	841
2020 Q2	$85.2M	Buy	7,385,300 +2,880,600	+64%	+$29.7M	0.03%	629
2020 Q1	$41.7M	Sell	4,504,700 -1,230,300	-21%	-$14.2M	0.01%	989
2019 Q4	$72.1M	Sell	5,735,000 -900,000	-14%	-$10.7M	0.02%	899
2019 Q3	$75M	Buy	6,635,000 +350,000	+6%	+$3.94M	0.02%	831
2019 Q2	$74.5M	Buy	6,285,000 +700,000	+13%	+$8.58M	0.02%	868
2019 Q1	$67.6M	Sell	5,585,000 -300,000	-5%	-$3.8M	0.02%	902
2018 Q4	$72.9M	Sell	5,885,000 -385,900	-6%	-$5.23M	0.02%	803
2018 Q3	$98.6M	Buy	6,270,900 +1,300,500	+26%	+$20.4M	0.03%	773
2018 Q2	$76.2M	Buy	4,970,400 +378,300	+8%	+$6.15M	0.02%	924
2018 Q1	$81.1M	Buy	4,592,100 +1,150,000	+33%	+$21.9M	0.02%	907
2017 Q4	$63.3M	Sell	3,442,100 -701,100	-17%	-$12.2M	0.02%	1111
2017 Q3	$71.1M	Buy	4,143,200 +1,340,400	+48%	+$22.9M	0.02%	1031
2017 Q2	$47.6M	Buy	2,802,800 +2,194,100	+360%	+$35.7M	0.01%	1271
2017 Q1	$9.71M	Buy	608,700 +198,000	+48%	+$3.19M	﹤0.01%	2433
2016 Q4	$6.44M	Sell	410,700 -400,307	-49%	-$6.03M	﹤0.01%	2833
2016 Q3	$11M	Buy	811,007 +390,200	+93%	+$5.31M	﹤0.01%	2365
2016 Q2	$5.45M	Sell	420,807 -2,100,225	-83%	-$32.1M	﹤0.01%	2795
2016 Q1	$40.4M	Buy	2,521,032 +2,114,500	+520%	+$34.3M	0.01%	1225
2015 Q4	$7.88M	Sell	406,532 -152,815	-27%	-$2.98M	﹤0.01%	2441
2015 Q3	$10.4M	Buy	559,347 +358,047	+178%	+$7.59M	﹤0.01%	2230
2015 Q2	$4.27M	Sell	201,300 -998,700	-83%	-$20.9M	﹤0.01%	3101
2015 Q1	$22.5M	Buy	+1,200,000	New	+$20.9M	0.01%	1669

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.