MGP
UBS icon

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
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 $564B 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