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 | $575K | Buy |
+14,800
| New | +$633K | ﹤0.01% | 2159 |
|
|
2025
Q1 | – | Sell |
-421,100
| Closed | -$12.9M | – | 3275 |
|
|
2024
Q4 | $12.9M | Buy |
421,100
+50,000
| +13% | +$1.58M | 0.01% | 851 |
|
|
2024
Q3 | $11.4M | Sell |
371,100
-950,000
| -72% | -$28.5M | 0.01% | 884 |
|
|
2024
Q2 | $38.9M | Sell |
1,321,100
-127,595
| -9% | -$3.79M | 0.02% | 515 |
|
|
2024
Q1 | $44.6M | Sell |
1,448,695
-175,000
| -11% | -$5.17M | 0.03% | 494 |
|
|
2023
Q4 | $50.6M | Buy |
1,623,695
+1,600,804
| +6,993% | +$42.1M | 0.04% | 406 |
|
|
2023
Q3 | $568K | Buy |
+22,891
| New | +$535K | ﹤0.01% | 1944 |
|
|
2021
Q4 | – | Sell |
-425,000
| Closed | -$6.38M | – | 3364 |
|
|
2021
Q3 | $6.38M | Hold |
425,000
| – | – | 0.01% | 1052 |
|
|
2021
Q2 | $6.02M | Hold |
425,000
| – | – | 0.01% | 1035 |
|
|
2021
Q1 | $6.22M | Buy |
+425,000
| New | +$6.53M | 0.01% | 944 |
|
|
2020
Q4 | – | Sell |
-500,000
| Closed | -$5.15M | – | 3147 |
|
|
2020
Q3 | $5.15M | Hold |
500,000
| – | – | 0.01% | 942 |
|
|
2020
Q2 | $5.77M | Buy |
500,000
+100,000
| +25% | +$1.03M | 0.01% | 821 |
|
|
2020
Q1 | $3.62M | Buy |
+400,000
| New | +$4.61M | 0.01% | 959 |
|
|
2019
Q4 | – | Sell |
-1,400,000
| Closed | -$15.8M | – | 3195 |
|
|
2019
Q3 | $15.8M | Buy |
1,400,000
+350,000
| +33% | +$3.94M | 0.03% | 632 |
|
|
2019
Q2 | $12.4M | Sell |
1,050,000
-200,000
| -16% | -$2.45M | 0.02% | 726 |
|
|
2019
Q1 | $15.1M | Buy |
1,250,000
+450,000
| +56% | +$5.7M | 0.03% | 598 |
|
|
2018
Q4 | $9.9M | Sell |
800,000
-350,000
| -30% | -$4.75M | 0.02% | 821 |
|
|
2018
Q3 | $18.1M | Hold |
1,150,000
| – | – | 0.03% | 587 |
|
|
2018
Q2 | $17.6M | Hold |
1,150,000
| – | – | 0.03% | 536 |
|
|
2018
Q1 | $20.3M | Buy |
+1,150,000
| New | +$21.9M | 0.03% | 540 |
|
|
2017
Q4 | – | Sell |
-400,000
| Closed | -$6.86M | – | 2381 |
|
|
2017
Q3 | $6.86M | Buy |
+400,000
| New | +$6.84M | 0.01% | 930 |
|
|
2017
Q1 | – | Sell |
-300,000
| Closed | -$4.7M | – | 2589 |
|
|
2016
Q4 | $4.7M | Sell |
300,000
-500,000
| -63% | -$7.53M | 0.01% | 942 |
|
|
2016
Q3 | $10.9M | Hold |
800,000
| – | – | 0.03% | 644 |
|
|
2016
Q2 | $10.4M | Buy |
800,000
+146,711
| +22% | +$2.24M | 0.03% | 641 |
|
|
2016
Q1 | $10.5M | Hold |
653,289
| – | – | 0.03% | 625 |
|
|
2015
Q4 | $12.7M | Buy |
653,289
+20,066
| +3% | +$392K | 0.03% | 605 |
|
|
2015
Q3 | $11.7M | Buy |
+633,223
| New | +$13.4M | 0.03% | 550 |
|
|
2015
Q2 | – | Sell |
-1,675,000
| Closed | -$31.4M | – | 2276 |
|
|
2015
Q1 | $31.4M | Buy |
+1,675,000
| New | +$29.1M | 0.06% | 322 |
|
Other funds holding UBS
VCM
CCI
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.