Macquarie Group’s UBS Group UBS Stock Holding History

Macquarie 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	$239K	Buy	+4,823	New	+$220K	﹤0.01%	776
2025 Q4	–	Sell	-14,000	Closed	-$573K	–	1467
2025 Q3	$573K	Sell	14,000 -351,271	-96%	-$13.6M	﹤0.01%	1407
2025 Q2	$9.9M	Buy	365,271 +7,860	+2%	+$243K	0.01%	818
2025 Q1	$9.65M	Buy	357,411 +343,411	+2,453%	+$11.5M	0.01%	814
2024 Q4	$428K	Hold	14,000	–	–	﹤0.01%	1458
2024 Q3	$431K	Hold	14,000	–	–	﹤0.01%	1492
2024 Q2	$370K	Buy	+14,000	New	+$416K	﹤0.01%	1503
2019 Q3	–	Sell	-100	Closed	-$1K	–	1933
2019 Q2	$1K	Buy	+100	New	+$1.23K	﹤0.01%	1825
2016 Q3	–	Sell	-3,574,107	Closed	-$46.3M	–	1580
2016 Q2	$46.3M	Buy	3,574,107 +3,573,832	+1,299,575%	+$54.6M	0.09%	179
2016 Q1	$4K	Buy	+275	New	+$4.47K	﹤0.01%	1511

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

Macquarie Group's UBS Position: Q2 2026 in Review

Macquarie Group opened a new position in UBS Group (UBS) in Q2 2026: 4,823 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #776 among its holdings. This is a return to the name: Macquarie Group previously reported a position in UBS as recently as Q3 2025.

Macquarie Group first reported a position in UBS in Q1 2016 and has held it in 10 quarters since. The position peaked at $46.3M in Q2 2016. 763 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Macquarie Group held 4,823 shares of UBS Group worth $239K as of Q2 2026.
UBS Group was a new Macquarie Group position in Q2 2026.
UBS Group made up ﹤0.01% of Macquarie Group's portfolio in Q2 2026, its #776 holding.
Macquarie Group first reported a position in UBS Group in Q1 2016 and has held it in 10 quarters since.
Macquarie Group's UBS Group position peaked at $46.3M in Q2 2016.
763 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

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