Mackenzie Financial
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Mackenzie Financial’s UBS Group UBS Stock Holding History

Mackenzie Financial’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 		$27.5M Sell
714,894
-211,798
-23% -$9.06M 0.03% 349
2025
Q4 		$43.2M Buy
926,692
+137,009
+17% +$5.54M 0.05% 278
2025
Q3 		$32.2M Buy
789,683
+21,702
+3% +$843K 0.04% 315
2025
Q2 		$26M Sell
767,981
-372,424
-33% -$11.5M 0.03% 322
2025
Q1 		$34.7M Sell
1,140,405
-637,642
-36% -$21.3M 0.05% 264
2024
Q4 		$53.9M Buy
1,778,047
+14,817
+0.8% +$470K 0.07% 214
2024
Q3 		$54.4M Sell
1,763,230
-85,688
-5% -$2.58M 0.08% 215
2024
Q2 		$54.4M Sell
1,848,918
-433,275
-19% -$12.9M 0.08% 201
2024
Q1 		$70.2M Sell
2,282,193
-291,203
-11% -$8.6M 0.1% 173
2023
Q4 		$79.8M Buy
2,573,396
+155,765
+6% +$4.1M 0.12% 156
2023
Q3 		$57.7M Sell
2,417,631
-179,325
-7% -$4.19M 0.1% 176
2023
Q2 		$53M Sell
2,596,956
-750,417
-22% -$15.1M 0.08% 206
2023
Q1 		$70.5M Buy
+3,347,373
New +$69.8M 0.11% 173
2022
Q4 		– Sell
-3,330,017
Closed -$48.8M – 1591
2022
Q3 		$48.8M Sell
3,330,017
-118,160
-3% -$1.89M 0.08% 207
2022
Q2 		$55.9M Buy
3,448,177
+7,795
+0.2% +$137K 0.09% 199
2022
Q1 		$67.2M Sell
3,440,382
-721,106
-17% -$13.6M 0.09% 198
2021
Q4 		$74.4M Sell
4,161,488
-383,080
-8% -$6.74M 0.1% 199
2021
Q3 		$72.4M Sell
4,544,568
-1,510,689
-25% -$24.5M 0.1% 191
2021
Q2 		$92.9M Sell
6,055,257
-197,601
-3% -$3.12M 0.13% 168
2021
Q1 		$97.1M Sell
6,252,858
-222,136
-3% -$3.41M 0.15% 151
2020
Q4 		$91.5M Buy
6,474,994
+2,682,043
+71% +$35.5M 0.2% 139
2020
Q3 		$42.3M Buy
3,792,951
+2,881,011
+316% +$34.5M 0.11% 186
2020
Q2 		$10.5M Buy
911,940
+858,324
+1,601% +$8.84M 0.03% 296
2020
Q1 		$502K Buy
+53,616
New +$618K ﹤0.01% 797
2019
Q3 		– Sell
-1,740,305
Closed -$20.6M – 1100
2019
Q2 		$20.6M Sell
1,740,305
-860,302
-33% -$10.5M 0.05% 237
2019
Q1 		$31.5M Sell
2,600,607
-1,770,081
-40% -$22.4M 0.08% 222
2018
Q4 		$54.1M Sell
4,370,688
-27,773
-0.6% -$377K 0.14% 147
2018
Q3 		$69.8M Buy
4,398,461
+695,848
+19% +$10.9M 0.17% 141
2018
Q2 		$56.8M Buy
3,702,613
+2,763,431
+294% +$44.9M 0.14% 153
2018
Q1 		$16.6M Buy
939,182
+2,419
+0.3% +$46K 0.04% 258
2017
Q4 		$17.2M Sell
936,763
-81,417
-8% -$1.42M 0.04% 280
2017
Q3 		$17.5M Buy
1,018,180
+18,286
+2% +$313K 0.09% 195
2017
Q2 		$17M Buy
999,894
+46,756
+5% +$760K 0.09% 194
2017
Q1 		$15.2M Buy
953,138
+51,107
+6% +$823K 0.09% 206
2016
Q4 		$14.1M Sell
902,031
-68,320
-7% -$1.03M 0.08% 194
2016
Q3 		$13.2M Buy
970,351
+71,042
+8% +$967K 0.08% 193
2016
Q2 		$11.7M Buy
+899,309
New +$13.7M 0.07% 237
2016
Q1 		– Sell
-2,075,665
Closed -$40.9M – 884
2015
Q4 		$40.9M Buy
2,075,665
+245,347
+13% +$4.79M 0.25% 101
2015
Q3 		$33.8M Sell
1,830,318
-107,300
-6% -$2.27M 0.21% 111
2015
Q2 		$41.1M Sell
1,937,618
-114,560
-6% -$2.39M 0.22% 111
2015
Q1 		$38.6M Buy
+2,052,178
New +$35.7M 0.2% 118

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

Mackenzie Financial's UBS Position: Q1 2026 in Review

Mackenzie Financial reduced its UBS Group (UBS) stake by 23% in Q1 2026, selling an estimated $9.06M and leaving 714,894 shares worth $27.5M. The position accounts for 0.03% of the portfolio, ranked #349.

Mackenzie Financial first reported a position in UBS in Q1 2015 and has held it in 41 quarters since. The position peaked at $97.1M in Q1 2021. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Mackenzie Financial held 714,894 shares of UBS Group worth $27.5M as of Q1 2026.
  • Mackenzie Financial sold 211,798 UBS Group shares in Q1 2026, an estimated $9.06M.
  • UBS Group made up 0.03% of Mackenzie Financial's portfolio in Q1 2026, its #349 holding.
  • Mackenzie Financial first reported a position in UBS Group in Q1 2015 and has held it in 41 quarters since.
  • Mackenzie Financial's UBS Group position peaked at $97.1M in Q1 2021.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Mackenzie Financial's 13F filing for Q1 2026, filed 13 May 2026.