HSBC Holdings’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-5,600
| Closed | -$260K | – | 3238 |
|
|
2025
Q4 | $260K | Sell |
5,600
-150,000
| -96% | -$6.06M | ﹤0.01% | 2583 |
|
|
2025
Q3 | $6.36M | Buy |
+155,600
| New | +$6.04M | ﹤0.01% | 1097 |
|
|
2025
Q2 | – | Sell |
-900
| Closed | -$27.5K | – | 3250 |
|
|
2025
Q1 | $27.5K | Sell |
900
-200,000
| -100% | -$6.67M | ﹤0.01% | 2956 |
|
|
2024
Q4 | $6.15M | Buy |
200,900
+900
| +0.5% | +$28.5K | ﹤0.01% | 1067 |
|
|
2024
Q3 | $6.16M | Buy |
+200,000
| New | +$6.01M | ﹤0.01% | 1060 |
|
|
2020
Q4 | – | Sell |
-400,000
| Closed | -$4.12M | – | 3146 |
|
|
2020
Q3 | $4.12M | Buy |
+400,000
| New | +$4.8M | 0.01% | 1028 |
|
|
2020
Q2 | – | Sell |
-450,000
| Closed | -$4.07M | – | 2871 |
|
|
2020
Q1 | $4.07M | Hold |
450,000
| – | – | 0.01% | 917 |
|
|
2019
Q4 | $5.5M | Sell |
450,000
-152,562
| -25% | -$1.81M | 0.01% | 1064 |
|
|
2019
Q3 | $6.82M | Buy |
602,562
+400,001
| +197% | +$4.5M | 0.01% | 1037 |
|
|
2019
Q2 | $2.4M | Sell |
202,561
-200,000
| -50% | -$2.45M | ﹤0.01% | 1457 |
|
|
2019
Q1 | $4.88M | Buy |
402,561
+250,000
| +164% | +$3.17M | 0.01% | 1128 |
|
|
2018
Q4 | $1.89M | Sell |
152,561
-254,269
| -63% | -$3.45M | ﹤0.01% | 1518 |
|
|
2018
Q3 | $6.4M | Hold |
406,830
| – | – | 0.01% | 1026 |
|
|
2018
Q2 | $6.24M | Hold |
406,830
| – | – | 0.01% | 1008 |
|
|
2018
Q1 | $7.18M | Buy |
+406,830
| New | +$7.73M | 0.01% | 961 |
|
|
2017
Q4 | – | Sell |
-406,830
| Closed | -$6.98M | – | 2380 |
|
|
2017
Q3 | $6.98M | Hold |
406,830
| – | – | 0.01% | 920 |
|
|
2017
Q2 | $6.91M | Sell |
406,830
-500,000
| -55% | -$8.13M | 0.01% | 885 |
|
|
2017
Q1 | $14.5M | Sell |
906,830
-100,000
| -10% | -$1.61M | 0.03% | 574 |
|
|
2016
Q4 | $15.8M | Buy |
1,006,830
+200,000
| +25% | +$3.01M | 0.04% | 552 |
|
|
2016
Q3 | $11M | Buy |
806,830
+266,300
| +49% | +$3.63M | 0.03% | 640 |
|
|
2016
Q2 | $7M | Sell |
540,530
-59,470
| -10% | -$909K | 0.02% | 788 |
|
|
2016
Q1 | $9.61M | Buy |
600,000
+350,000
| +140% | +$5.68M | 0.03% | 657 |
|
|
2015
Q4 | $4.84M | Buy |
+250,000
| New | +$4.88M | 0.01% | 955 |
|
|
2015
Q2 | – | Sell |
-875,000
| Closed | -$16.4M | – | 2275 |
|
|
2015
Q1 | $16.4M | Buy |
+875,000
| New | +$15.2M | 0.03% | 501 |
|
Other funds holding UBS
CCI
HSBC Holdings's UBS Position: Q2 2026 in Review
HSBC Holdings reduced its UBS Group (UBS) stake by 65% in Q2 2026, selling an estimated $1.86M and leaving 22,025 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1898.
HSBC Holdings first reported a position in UBS in Q4 2014 and has held it in 47 quarters since. The position peaked at $152M in Q4 2017. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.
- HSBC Holdings held 22,025 shares of UBS Group worth $1.09M as of Q2 2026.
- HSBC Holdings sold 40,864 UBS Group shares in Q2 2026, an estimated $1.86M.
- UBS Group made up ﹤0.01% of HSBC Holdings's portfolio in Q2 2026, its #1898 holding.
- HSBC Holdings first reported a position in UBS Group in Q4 2014 and has held it in 47 quarters since.
- HSBC Holdings's UBS Group position peaked at $152M in Q4 2017.
- 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.
Based on HSBC Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.