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MetLife Investment Management’s UBS Group UBS Stock Holding History

MetLife Investment Management’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 		$11.5M Buy
300,243
+13,779
+5% +$590K 0.06% 323
2025
Q4 		$13.3M Sell
286,464
-12,448
-4% -$503K 0.06% 277
2025
Q3 		$12.3M Sell
298,912
-22,683
-7% -$881K 0.06% 299
2025
Q2 		$10.9M Sell
321,595
-19,726
-6% -$610K 0.06% 291
2025
Q1 		$10.4M Sell
341,321
-44,166
-11% -$1.47M 0.06% 316
2024
Q4 		$11.8M Buy
385,487
+93,099
+32% +$2.95M 0.06% 223
2024
Q3 		$9.05M Sell
292,388
-5,435
-2% -$163K 0.05% 284
2024
Q2 		$8.74M Buy
297,823
+115,998
+64% +$3.45M 0.05% 278
2024
Q1 		$5.6M Sell
181,825
-7,019
-4% -$207K 0.04% 424
2023
Q4 		$5.86M Buy
+188,844
New +$4.97M 0.04% 372
2023
Q3 		– Sell
-199,894
Closed -$4.07M – 2982
2023
Q2 		$4.07M Sell
199,894
-6,595
-3% -$133K 0.03% 574
2023
Q1 		$4.37M Sell
206,489
-13,155
-6% -$274K 0.03% 529
2022
Q4 		$4.09M Sell
219,644
-8,020
-4% -$136K 0.03% 548
2022
Q3 		$3.3M Sell
227,664
-7,815
-3% -$125K 0.03% 636
2022
Q2 		$3.79M Hold
235,479
– – 0.03% 594
2022
Q1 		$4.62M Hold
235,479
– – 0.03% 587
2021
Q4 		$4.23M Sell
235,479
-9,335
-4% -$164K 0.03% 484
2021
Q3 		$3.91M Sell
244,814
-9,835
-4% -$159K 0.04% 492
2021
Q2 		$3.9M Hold
254,649
– – 0.03% 526
2021
Q1 		$3.96M Sell
254,649
-10,606
-4% -$163K 0.04% 515
2020
Q4 		$3.72M Hold
265,255
– – 0.04% 508
2020
Q3 		$2.97M Sell
265,255
-2,144
-0.8% -$25.7K 0.03% 541
2020
Q2 		$3.07M Sell
267,399
-1,607
-0.6% -$16.6K 0.03% 523
2020
Q1 		$2.5M Hold
269,006
– – 0.03% 517
2019
Q4 		$3.39M Sell
269,006
-11,529
-4% -$137K 0.04% 570
2019
Q3 		$3.19M Hold
280,535
– – 0.04% 565
2019
Q2 		$3.34M Hold
280,535
– – 0.04% 556
2019
Q1 		$3.41M Buy
+280,535
New +$3.55M 0.04% 544

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

MetLife Investment Management's UBS Position: Q1 2026 in Review

MetLife Investment Management increased its UBS Group (UBS) stake by 4.8% in Q1 2026, buying an estimated $590K and bringing the position to 300,243 shares worth $11.5M. The position accounts for 0.06% of the portfolio, ranked #323.

MetLife Investment Management first reported a position in UBS in Q1 2019 and has held it in 28 quarters since. The position peaked at $13.3M in Q4 2025. 680 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • MetLife Investment Management held 300,243 shares of UBS Group worth $11.5M as of Q1 2026.
  • MetLife Investment Management bought 13,779 UBS Group shares in Q1 2026, an estimated $590K.
  • UBS Group made up 0.06% of MetLife Investment Management's portfolio in Q1 2026, its #323 holding.
  • MetLife Investment Management first reported a position in UBS Group in Q1 2019 and has held it in 28 quarters since.
  • MetLife Investment Management's UBS Group position peaked at $13.3M in Q4 2025.
  • 680 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on MetLife Investment Management's 13F filing for Q1 2026, filed 14 May 2026.