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	–	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

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

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.