HSBC Holdings
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HSBC Holdings’s UBS Group UBS Stock Holding History

HSBC Holdings’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 		$2.44M Buy
62,889
+57,685
+1,108% +$2.47M ﹤0.01% 1436
2025
Q4 		$242K Sell
5,204
-1,729,069
-100% -$69.9M ﹤0.01% 2610
2025
Q3 		$70.8M Buy
1,734,273
+13,997
+0.8% +$544K 0.04% 403
2025
Q2 		$58M Buy
1,720,276
+160,119
+10% +$4.95M 0.03% 445
2025
Q1 		$47.4M Sell
1,560,157
-600,997
-28% -$20M 0.03% 492
2024
Q4 		$66.2M Buy
2,161,154
+510,068
+31% +$16.2M 0.04% 418
2024
Q3 		$50.9M Sell
1,651,086
-522,891
-24% -$15.7M 0.03% 477
2024
Q2 		$63.9M Buy
2,173,977
+1,377,271
+173% +$40.9M 0.04% 387
2024
Q1 		$24.5M Sell
796,706
-1,613,340
-67% -$47.7M 0.02% 640
2023
Q4 		$75.1M Buy
2,410,046
+1,987,508
+470% +$52.3M 0.07% 303
2023
Q3 		$10.5M Sell
422,538
-246,703
-37% -$5.76M 0.01% 813
2023
Q2 		$13.5M Buy
669,241
+501,444
+299% +$10.1M 0.01% 733
2023
Q1 		$3.55M Sell
167,797
-193,572
-54% -$4.04M ﹤0.01% 1258
2022
Q4 		$6.74M Sell
361,369
-213,422
-37% -$3.63M 0.01% 1131
2022
Q3 		$8.49M Sell
574,791
-306,248
-35% -$4.9M 0.01% 955
2022
Q2 		$14.2M Buy
881,039
+66,603
+8% +$1.17M 0.02% 705
2022
Q1 		$16M Sell
814,436
-958,480
-54% -$18.1M 0.02% 671
2021
Q4 		$31.9M Buy
1,772,916
+1,067,073
+151% +$18.8M 0.03% 533
2021
Q3 		$11.3M Sell
705,843
-1,209,909
-63% -$19.6M 0.01% 831
2021
Q2 		$29.3M Buy
1,915,752
+630,845
+49% +$9.96M 0.03% 507
2021
Q1 		$20M Sell
1,284,907
-648,268
-34% -$9.97M 0.02% 591
2020
Q4 		$27.4M Buy
1,933,175
+748,617
+63% +$9.91M 0.04% 480
2020
Q3 		$13.2M Sell
1,184,558
-284,151
-19% -$3.41M 0.02% 611
2020
Q2 		$16.9M Sell
1,468,709
-4,075,532
-74% -$42M 0.03% 482
2020
Q1 		$51.3M Buy
5,544,241
+1,939,436
+54% +$22.4M 0.12% 155
2019
Q4 		$45.6M Buy
3,604,805
+842,986
+31% +$10M 0.08% 245
2019
Q3 		$31.2M Sell
2,761,819
-9,843,639
-78% -$111M 0.06% 358
2019
Q2 		$149M Buy
12,605,458
+9,765,670
+344% +$120M 0.28% 70
2019
Q1 		$34.4M Buy
2,839,788
+437,862
+18% +$5.55M 0.06% 316
2018
Q4 		$29.7M Sell
2,401,926
-5,438,245
-69% -$73.8M 0.05% 356
2018
Q3 		$123M Buy
7,840,171
+5,748,525
+275% +$90.4M 0.2% 95
2018
Q2 		$32.1M Sell
2,091,646
-4,832,254
-70% -$78.6M 0.06% 339
2018
Q1 		$122M Sell
6,923,900
-1,368,323
-17% -$26M 0.18% 98
2017
Q4 		$152M Buy
8,292,223
+1,840,644
+29% +$32M 0.22% 83
2017
Q3 		$111M Sell
6,451,579
-995,085
-13% -$17M 0.18% 104
2017
Q2 		$126M Sell
7,446,664
-692,221
-9% -$11.3M 0.23% 72
2017
Q1 		$130M Buy
8,138,885
+384,655
+5% +$6.19M 0.27% 64
2016
Q4 		$122M Sell
7,754,230
-1,639,103
-17% -$24.7M 0.28% 69
2016
Q3 		$128M Buy
9,393,333
+200,339
+2% +$2.73M 0.32% 62
2016
Q2 		$119M Buy
9,192,994
+6,966,024
+313% +$106M 0.33% 64
2016
Q1 		$35.7M Buy
2,226,970
+463,194
+26% +$7.52M 0.1% 232
2015
Q4 		$34.2M Sell
1,763,776
-1,129,584
-39% -$22M 0.08% 276
2015
Q3 		$53.6M Buy
2,893,360
+848,079
+41% +$18M 0.14% 166
2015
Q2 		$43.4M Buy
2,045,281
+1,224,714
+149% +$25.6M 0.09% 243
2015
Q1 		$15.4M Buy
820,567
+68,395
+9% +$1.19M 0.03% 522
2014
Q4 		$12.8M Buy
+752,172
New +$12.9M 0.03% 586

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

HSBC Holdings's UBS Position: Q1 2026 in Review

HSBC Holdings increased its UBS Group (UBS) stake by 1,108% in Q1 2026, buying an estimated $2.47M and bringing the position to 62,889 shares worth $2.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

HSBC Holdings first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $152M in Q4 2017. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • HSBC Holdings held 62,889 shares of UBS Group worth $2.44M as of Q1 2026.
  • HSBC Holdings bought 57,685 UBS Group shares in Q1 2026, an estimated $2.47M.
  • UBS Group made up ﹤0.01% of HSBC Holdings's portfolio in Q1 2026, its #1436 holding.
  • HSBC Holdings first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
  • HSBC Holdings's UBS Group position peaked at $152M in Q4 2017.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on HSBC Holdings's 13F filing for Q1 2026, filed 30 Apr 2026.