Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s UBS Group UBS Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		$20.4M Buy
533,634
+496,192
+1,325% +$21.2M 0.05% 181
2025
Q4 		$1.75M Buy
37,442
+30,699
+455% +$1.24M ﹤0.01% 419
2025
Q3 		$276K Buy
+6,743
New +$262K ﹤0.01% 564
2024
Q4 		– Sell
-198,887
Closed -$6.14M – 615
2024
Q3 		$6.14M Sell
198,887
-55,515
-22% -$1.67M 0.02% 306
2024
Q2 		$7.49M Sell
254,402
-617,659
-71% -$18.4M 0.03% 288
2024
Q1 		$26.8M Sell
872,061
-124,710
-13% -$3.68M 0.1% 153
2023
Q4 		$30.8M Buy
996,771
+581,844
+140% +$15.3M 0.14% 129
2023
Q3 		$10.3M Sell
414,927
-1,552,553
-79% -$36.3M 0.05% 258
2023
Q2 		$39.8M Sell
1,967,480
-2,455,484
-56% -$49.4M 0.18% 101
2023
Q1 		$93.4M Sell
4,422,964
-1,389,962
-24% -$29M 0.48% 46
2022
Q4 		$108M Sell
5,812,926
-812,996
-12% -$13.8M 0.58% 41
2022
Q3 		$97.4M Buy
6,625,922
+1,650,265
+33% +$26.4M 0.56% 41
2022
Q2 		$80M Buy
4,975,657
+3,346,105
+205% +$58.7M 0.43% 48
2022
Q1 		$32.1M Buy
1,629,552
+1,601,294
+5,667% +$30.3M 0.16% 114
2021
Q4 		$509K Buy
+28,258
New +$497K ﹤0.01% 596
2021
Q3 		– Sell
-251,773
Closed -$3.86M – 768
2021
Q2 		$3.86M Sell
251,773
-502,170
-67% -$7.93M 0.02% 379
2021
Q1 		$11.7M Buy
753,943
+673,007
+832% +$10.3M 0.06% 217
2020
Q4 		$1.14M Buy
+80,936
New +$1.07M 0.01% 548
2017
Q2 		– Sell
-62,062
Closed -$994K – 632
2017
Q1 		$994K Sell
62,062
-953
-2% -$15.3K 0.01% 367
2016
Q4 		$989K Buy
63,015
+25,867
+70% +$390K 0.01% 372
2016
Q3 		$507K Buy
+37,148
New +$506K ﹤0.01% 394

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO)'s UBS Position: Q1 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) increased its UBS Group (UBS) stake by 1,325% in Q1 2026, buying an estimated $21.2M and bringing the position to 533,634 shares worth $20.4M. The position accounts for 0.05% of the portfolio, ranked #181.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in UBS in Q3 2016 and has held it in 21 quarters since. The position peaked at $108M in Q4 2022. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 533,634 shares of UBS Group worth $20.4M as of Q1 2026.
  • Grantham, Mayo, Van Otterloo & Co (GMO) bought 496,192 UBS Group shares in Q1 2026, an estimated $21.2M.
  • UBS Group made up 0.05% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q1 2026, its #181 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in UBS Group in Q3 2016 and has held it in 21 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s UBS Group position peaked at $108M in Q4 2022.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q1 2026, filed 14 May 2026.