Millennium Management’s UBS Group UBS Stock Holding History

Millennium 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	$20.5M	Buy	659,800 +373,000	+130%	+$16M	0.01%	1532
2025 Q4	$12.4M	Sell	286,800 -263,400	-48%	-$10.6M	0.01%	2032
2025 Q3	$19.7M	Sell	550,200 -131,800	-19%	-$5.12M	0.01%	1682
2025 Q2	$19.1M	Buy	682,000 +463,400	+212%	+$14.3M	0.01%	1610
2025 Q1	$6.04M	Sell	218,600 -33,100	-13%	-$1.1M	﹤0.01%	2672
2024 Q4	$7.18M	Sell	251,700 -193,000	-43%	-$6.12M	﹤0.01%	2481
2024 Q3	$12.6M	Buy	444,700 +200,000	+82%	+$6.01M	0.01%	1994
2024 Q2	$6.47M	Buy	244,700 +175,000	+251%	+$5.2M	﹤0.01%	2481
2024 Q1	$1.93M	Sell	69,700 -475,000	-87%	-$14M	﹤0.01%	3769
2023 Q4	$14.2M	Sell	544,700 -330,300	-38%	-$8.69M	0.01%	1862
2023 Q3	$19.9M	Buy	875,000 +543,000	+164%	+$12.7M	0.01%	1448
2023 Q2	$6.35M	Buy	+332,000	New	+$6.68M	﹤0.01%	2440
2023 Q1	–	Sell	-300,000	Closed	-$5.16M	–	6880
2022 Q4	$5.16M	Sell	300,000 -500,700	-63%	-$8.52M	﹤0.01%	2776
2022 Q3	$11.6M	Buy	800,700 +400,700	+100%	+$6.41M	0.01%	1953
2022 Q2	$6.16M	Buy	+400,000	New	+$7.01M	﹤0.01%	2578
2015 Q1	–	Sell	-85,000	Closed	-$1.41M	–	4114
2014 Q4	$1.41M	Buy	+85,000	New	+$1.46M	﹤0.01%	2250

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Millennium Management's UBS Position: Q1 2026 in Review

Millennium Management increased its UBS Group (UBS) stake by 126% in Q1 2026, buying an estimated $12M and bringing the position to 504,544 shares worth $19.7M. The position accounts for 0.01% of the portfolio, ranked #1563.

Millennium Management first reported a position in UBS in Q4 2014 and has held it in 34 quarters since. The position peaked at $28.1M in Q3 2017. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Millennium Management held 504,544 shares of UBS Group worth $19.7M as of Q1 2026.
Millennium Management bought 281,291 UBS Group shares in Q1 2026, an estimated $12M.
UBS Group made up 0.01% of Millennium Management's portfolio in Q1 2026, its #1563 holding.
Millennium Management first reported a position in UBS Group in Q4 2014 and has held it in 34 quarters since.
Millennium Management's UBS Group position peaked at $28.1M in Q3 2017.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.