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 Q2	$1.1B	Sell	22,124,624 -1,277,920	-5%	-$58.2M	0.23%	75
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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Legal & General Group's UBS Position: Q2 2026 in Review

Legal & General Group reduced its UBS Group (UBS) stake by 5.5% in Q2 2026, selling an estimated $58.2M and leaving 22,124,624 shares worth $1.1B. The position accounts for 0.23% of the portfolio, ranked #75.

Legal & General Group first reported a position in UBS in Q4 2016 and has held it in 16 quarters since. The position peaked at $1.1B in Q4 2025. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Legal & General Group held 22,124,624 shares of UBS Group worth $1.1B as of Q2 2026.
Legal & General Group sold 1,277,920 UBS Group shares in Q2 2026, an estimated $58.2M.
UBS Group made up 0.23% of Legal & General Group's portfolio in Q2 2026, its #75 holding.
Legal & General Group first reported a position in UBS Group in Q4 2016 and has held it in 16 quarters since.
Legal & General Group's UBS Group position peaked at $1.1B in Q4 2025.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Legal & General Group's 13F filing for Q2 2026, filed 14 Aug 2026.