Mitsubishi UFJ Trust & Banking
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Mitsubishi UFJ Trust & Banking’s UBS Group UBS Stock Holding History

Mitsubishi UFJ Trust & Banking’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
2025
Q3 		– Sell
-11,493
Closed -$386K – 1142
2025
Q2 		$386K Buy
+11,493
New +$356K ﹤0.01% 927
2024
Q3 		– Sell
-11,480
Closed -$344K – 1126
2024
Q2 		$344K Sell
11,480
-655
-5% -$19.5K ﹤0.01% 983
2024
Q1 		$373K Sell
12,135
-481
-4% -$14.2K ﹤0.01% 946
2023
Q4 		$390K Sell
12,616
-390,394
-97% -$10.3M ﹤0.01% 946
2023
Q3 		$9.99M Sell
403,010
-202,389
-33% -$4.73M 0.03% 534
2023
Q2 		$12.2M Sell
605,399
-168,267
-22% -$3.38M 0.03% 505
2023
Q1 		$16.3M Sell
773,666
-6,429
-0.8% -$134K 0.04% 444
2022
Q4 		$14.5M Sell
780,095
-14,529
-2% -$247K 0.04% 460
2022
Q3 		$11.8M Sell
794,624
-161,702
-17% -$2.59M 0.03% 481
2022
Q2 		$15.4M Buy
956,326
+17,416
+2% +$305K 0.04% 435
2022
Q1 		$18.5M Buy
938,910
+89,011
+10% +$1.68M 0.04% 415
2021
Q4 		$15.3M Sell
849,899
-119,310
-12% -$2.1M 0.03% 496
2021
Q3 		$15.6M Sell
969,209
-72,365
-7% -$1.17M 0.03% 483
2021
Q2 		$16M Buy
+1,041,574
New +$16.4M 0.03% 491
2021
Q1 		– Sell
-1,032,492
Closed -$14.6M – 1353
2020
Q4 		$14.6M Buy
1,032,492
+320,254
+45% +$4.24M 0.03% 515
2020
Q3 		$7.98M Buy
712,238
+2,745
+0.4% +$32.9K 0.02% 615
2020
Q2 		$8.13M Sell
709,493
-101,154
-12% -$1.04M 0.02% 599
2020
Q1 		$7.65M Buy
810,647
+11,789
+1% +$136K 0.02% 555
2019
Q4 		$10.1M Sell
798,858
-4,681
-0.6% -$55.7K 0.02% 583
2019
Q3 		$9.19M Buy
+803,539
New +$9.04M 0.02% 587

Other funds holding UBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking's UBS Position: Q3 2025 in Review

Mitsubishi UFJ Trust & Banking sold out of UBS Group (UBS) in Q3 2025, closing a stake of 11,493 shares — an estimated $386K sold.

Mitsubishi UFJ Trust & Banking first reported a position in UBS in Q3 2019 and held it in 20 quarters. The position peaked at $18.5M in Q1 2022. 621 funds tracked by Wall St. Rank hold UBS as of Q3 2025.

  • Mitsubishi UFJ Trust & Banking reported no remaining UBS Group position as of Q3 2025 after selling out during the quarter.
  • Mitsubishi UFJ Trust & Banking sold 11,493 UBS Group shares in Q3 2025, an estimated $386K.
  • Mitsubishi UFJ Trust & Banking first reported a position in UBS Group in Q3 2019 and held it in 20 quarters.
  • Mitsubishi UFJ Trust & Banking's UBS Group position peaked at $18.5M in Q1 2022.
  • 621 funds tracked by Wall St. Rank held UBS Group as of Q3 2025.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q3 2025, filed 31 Oct 2025.