Mercer Global Advisors
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Mercer Global Advisors’s UBS Group UBS Stock Holding History

Mercer Global Advisors’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 		$7.93M Buy
160,099
+62,591
+64% +$2.85M 0.01% 658
2026
Q1 		$3.81M Sell
97,508
-1,892
-2% -$81K 0.01% 881
2025
Q4 		$4.6M Buy
99,400
+11,298
+13% +$456K 0.01% 749
2025
Q3 		$3.61M Sell
88,102
-10,206
-10% -$396K 0.01% 786
2025
Q2 		$3.32M Sell
98,308
-8,176
-8% -$253K 0.01% 705
2025
Q1 		$3.26M Sell
106,484
-44,355
-29% -$1.48M 0.01% 678
2024
Q4 		$4.57M Sell
150,839
-129,236
-46% -$4.1M 0.01% 566
2024
Q3 		$8.63M Buy
280,075
+8,596
+3% +$258K 0.02% 353
2024
Q2 		$8.02M Sell
271,479
-12,320
-4% -$366K 0.02% 347
2024
Q1 		$8.72M Buy
283,799
+5,606
+2% +$166K 0.02% 332
2023
Q4 		$8.6M Sell
278,193
-5,609
-2% -$148K 0.03% 341
2023
Q3 		$7M Buy
283,802
+50,798
+22% +$1.19M 0.03% 346
2023
Q2 		$4.72M Buy
233,004
+11,445
+5% +$230K 0.02% 469
2023
Q1 		$4.73M Sell
221,559
-12,789
-5% -$267K 0.02% 444
2022
Q4 		$4.38M Sell
234,348
-6,658
-3% -$113K 0.02% 467
2022
Q3 		$3.5M Sell
241,006
-4,172
-2% -$66.8K 0.02% 481
2022
Q2 		$3.98M Sell
245,178
-54,741
-18% -$960K 0.02% 424
2022
Q1 		$5.86M Sell
299,919
-31,446
-9% -$595K 0.03% 344
2021
Q4 		$5.92M Buy
331,365
+14,773
+5% +$260K 0.04% 334
2021
Q3 		$5.05M Sell
316,592
-38,218
-11% -$619K 0.04% 350
2021
Q2 		$5.44M Buy
354,810
+30,206
+9% +$477K 0.04% 315
2021
Q1 		$5.04M Buy
324,604
+82,599
+34% +$1.27M 0.05% 296
2020
Q4 		$3.42M Buy
+242,005
New +$3.2M 0.04% 296
2019
Q4 		– Sell
-21,879
Closed -$247K – 1202
2019
Q3 		$247K Buy
21,879
+778
+4% +$8.76K 0.01% 959
2019
Q2 		$250K Sell
21,101
-652
-3% -$7.99K 0.01% 949
2019
Q1 		$263K Buy
+21,753
New +$276K 0.01% 867

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

Mercer Global Advisors's UBS Position: Q2 2026 in Review

Mercer Global Advisors increased its UBS Group (UBS) stake by 64% in Q2 2026, buying an estimated $2.85M and bringing the position to 160,099 shares worth $7.93M. The position accounts for 0.01% of the portfolio, ranked #658.

Mercer Global Advisors first reported a position in UBS in Q1 2019 and has held it in 26 quarters since. The position peaked at $8.72M in Q1 2024. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Mercer Global Advisors held 160,099 shares of UBS Group worth $7.93M as of Q2 2026.
  • Mercer Global Advisors bought 62,591 UBS Group shares in Q2 2026, an estimated $2.85M.
  • UBS Group made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #658 holding.
  • Mercer Global Advisors first reported a position in UBS Group in Q1 2019 and has held it in 26 quarters since.
  • Mercer Global Advisors's UBS Group position peaked at $8.72M in Q1 2024.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.