Legal & General Group
UBS icon

Legal & General Group’s UBS Group UBS Stock Holding History

Legal & General Group’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 		$895M Sell
23,402,544
-208,575
-0.9% -$8.93M 0.21% 86
2025
Q4 		$1.1B Buy
23,611,119
+207,752
+0.9% +$8.39M 0.24% 72
2025
Q3 		$956M Sell
23,403,367
-1,386,131
-6% -$53.8M 0.21% 83
2025
Q2 		$836M Sell
24,789,498
-2,380,200
-9% -$73.7M 0.21% 92
2025
Q1 		$825M Sell
27,169,698
-305,303
-1% -$10.2M 0.22% 84
2024
Q4 		$841M Sell
27,475,001
-413,043
-1% -$13.1M 0.22% 77
2024
Q3 		$862M Sell
27,888,044
-88,477
-0.3% -$2.66M 0.23% 79
2024
Q2 		$823M Buy
27,976,521
+27,613,872
+7,614% +$821M 0.23% 76
2024
Q1 		$11.2M Sell
362,649
-77,201
-18% -$2.28M ﹤0.01% 1080
2023
Q4 		$13.6M Buy
439,850
+141,131
+47% +$3.71M ﹤0.01% 968
2023
Q3 		$7.41M Buy
298,719
+11,352
+4% +$265K ﹤0.01% 1220
2023
Q2 		$5.81M Buy
+287,367
New +$5.78M ﹤0.01% 1376
2023
Q1 		– Sell
-168,310
Closed -$3.13M – 3393
2022
Q4 		$3.13M Sell
168,310
-1,165
-0.7% -$19.8K ﹤0.01% 1663
2022
Q3 		$2.49M Buy
+169,475
New +$2.71M ﹤0.01% 1752
2017
Q1 		– Sell
-198,972
Closed -$3.12M – 3273
2016
Q4 		$3.12M Buy
+198,972
New +$3M ﹤0.01% 1114

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

Legal & General Group's UBS Position: Q1 2026 in Review

Legal & General Group reduced its UBS Group (UBS) stake by 0.88% in Q1 2026, selling an estimated $8.93M and leaving 23,402,544 shares worth $895M. The position accounts for 0.21% of the portfolio, ranked #86.

Legal & General Group first reported a position in UBS in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.1B in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Legal & General Group held 23,402,544 shares of UBS Group worth $895M as of Q1 2026.
  • Legal & General Group sold 208,575 UBS Group shares in Q1 2026, an estimated $8.93M.
  • UBS Group made up 0.21% of Legal & General Group's portfolio in Q1 2026, its #86 holding.
  • Legal & General Group first reported a position in UBS Group in Q4 2016 and has held it in 15 quarters since.
  • Legal & General Group's UBS Group position peaked at $1.1B in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.