MGP
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M&G plc’s UBS Group UBS Stock Holding History

M&G plc’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 		$263M Buy
5,307,939
+327,179
+7% +$14.9M 1.31% 18
2026
Q1 		$193M Buy
4,980,760
+479,982
+11% +$20.5M 1% 28
2025
Q4 		$210M Buy
4,500,778
+389,283
+9% +$15.7M 1.08% 31
2025
Q3 		$170M Sell
4,111,495
-301,567
-7% -$11.7M 0.91% 36
2025
Q2 		$150M Buy
4,413,062
+640,249
+17% +$19.8M 0.83% 37
2025
Q1 		$115M Sell
3,772,813
-330,962
-8% -$11M 0.55% 38
2024
Q4 		$125M Sell
4,103,775
-404,172
-9% -$12.8M 0.77% 32
2024
Q3 		$139M Buy
4,507,947
+135,766
+3% +$4.08M 0.5% 34
2024
Q2 		$127M Sell
4,372,181
-1,220,235
-22% -$36.3M 0.5% 35
2024
Q1 		$174M Buy
+5,592,416
New +$165M 0.66% 25

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

M&G plc's UBS Position: Q2 2026 in Review

M&G plc increased its UBS Group (UBS) stake by 6.6% in Q2 2026, buying an estimated $14.9M and bringing the position to 5,307,939 shares worth $263M. The position accounts for 1.31% of the portfolio, ranked #18.

M&G plc first reported a position in UBS in Q1 2024 and has held it in 10 quarters since. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • M&G plc held 5,307,939 shares of UBS Group worth $263M as of Q2 2026.
  • M&G plc bought 327,179 UBS Group shares in Q2 2026, an estimated $14.9M.
  • UBS Group made up 1.31% of M&G plc's portfolio in Q2 2026, its #18 holding.
  • M&G plc first reported a position in UBS Group in Q1 2024 and has held it in 10 quarters since.
  • 763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on M&G plc's 13F filing for Q2 2026, filed 6 Aug 2026.