Morgan Stanley
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Morgan Stanley’s UBS Group UBS Stock Holding History

Morgan Stanley’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 		$303M Buy
7,763,223
+109,124
+1% +$4.67M 0.02% 741
2025
Q4 		$354M Sell
7,654,099
-59,676
-0.8% -$2.41M 0.02% 665
2025
Q3 		$316M Buy
7,713,775
+11,612
+0.2% +$451K 0.02% 698
2025
Q2 		$260M Sell
7,702,163
-433,762
-5% -$13.4M 0.02% 737
2025
Q1 		$249M Sell
8,135,925
-1,909,551
-19% -$63.7M 0.02% 735
2024
Q4 		$305M Buy
10,045,476
+39,682
+0.4% +$1.26M 0.02% 652
2024
Q3 		$309M Sell
10,005,794
-3,846
-0% -$116K 0.02% 630
2024
Q2 		$296M Sell
10,009,640
-1,502,256
-13% -$44.7M 0.02% 634
2024
Q1 		$354M Sell
11,511,896
-12,913,630
-53% -$381M 0.03% 571
2023
Q4 		$755M Buy
24,425,526
+13,256,623
+119% +$349M 0.03% 513
2023
Q3 		$275M Buy
11,168,903
+389,244
+4% +$9.09M 0.03% 581
2023
Q2 		$219M Buy
10,779,659
+1,123,920
+12% +$22.6M 0.02% 682
2023
Q1 		$206M Sell
9,655,739
-26,588
-0.3% -$555K 0.02% 681
2022
Q4 		$181M Buy
9,682,327
+520,403
+6% +$8.85M 0.02% 721
2022
Q3 		$133M Buy
9,161,924
+381,989
+4% +$6.12M 0.02% 751
2022
Q2 		$142M Buy
8,779,935
+5,474,758
+166% +$96M 0.02% 739
2022
Q1 		$64.6M Buy
3,305,177
+113,559
+4% +$2.15M 0.01% 1123
2021
Q4 		$57M Buy
3,191,618
+156,288
+5% +$2.75M 0.01% 1247
2021
Q3 		$48.4M Sell
3,035,330
-58,739
-2% -$951K 0.01% 1317
2021
Q2 		$47.5M Buy
3,094,069
+209,870
+7% +$3.31M 0.01% 1345
2021
Q1 		$44.8M Buy
2,884,199
+33,650
+1% +$517K 0.01% 1247
2020
Q4 		$40.3M Sell
2,850,549
-186,220
-6% -$2.47M 0.01% 1245
2020
Q3 		$33.9M Sell
3,036,769
-190,881
-6% -$2.29M 0.01% 1121
2020
Q2 		$37.2M Sell
3,227,650
-518,474
-14% -$5.34M 0.01% 1012
2020
Q1 		$34.7M Sell
3,746,124
-102,549
-3% -$1.18M 0.01% 926
2019
Q4 		$48.4M Buy
3,848,673
+1,305,804
+51% +$15.5M 0.01% 953
2019
Q3 		$28.8M Buy
2,542,869
+20,888
+0.8% +$235K 0.01% 1218
2019
Q2 		$29.9M Sell
2,521,981
-1,222,770
-33% -$15M 0.01% 1186
2019
Q1 		$45.3M Buy
3,744,751
+465,452
+14% +$5.9M 0.01% 903
2018
Q4 		$40.6M Sell
3,279,299
-794,684
-20% -$10.8M 0.01% 929
2018
Q3 		$64.1M Sell
4,073,983
-1,989,984
-33% -$31.3M 0.02% 803
2018
Q2 		$93M Sell
6,063,967
-2,066,753
-25% -$33.6M 0.03% 606
2018
Q1 		$144M Buy
8,130,720
+675,896
+9% +$12.8M 0.04% 436
2017
Q4 		$137M Buy
7,454,824
+2,641,929
+55% +$45.9M 0.04% 474
2017
Q3 		$82.5M Buy
4,812,895
+534,320
+12% +$9.14M 0.02% 655
2017
Q2 		$72.7M Buy
4,278,575
+1,389,867
+48% +$22.6M 0.02% 714
2017
Q1 		$46.1M Buy
2,888,708
+1,272,696
+79% +$20.5M 0.01% 963
2016
Q4 		$25.3M Sell
1,616,012
-2,946,596
-65% -$44.4M 0.01% 1333
2016
Q3 		$62.1M Buy
4,562,608
+200,367
+5% +$2.73M 0.02% 739
2016
Q2 		$56.5M Sell
4,362,241
-1,467,510
-25% -$22.4M 0.02% 733
2016
Q1 		$93.4M Sell
5,829,751
-337,946
-5% -$5.49M 0.04% 499
2015
Q4 		$119M Buy
6,167,697
+788,253
+15% +$15.4M 0.04% 424
2015
Q3 		$99.6M Buy
5,379,444
+1,513,479
+39% +$32.1M 0.04% 469
2015
Q2 		$82M Buy
3,865,965
+895,730
+30% +$18.7M 0.03% 598
2015
Q1 		$55.8M Sell
2,970,235
-118,311
-4% -$2.06M 0.02% 786
2014
Q4 		$52.7M Buy
+3,088,546
New +$52.9M 0.02% 827

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

Morgan Stanley's UBS Position: Q1 2026 in Review

Morgan Stanley increased its UBS Group (UBS) stake by 1.4% in Q1 2026, buying an estimated $4.67M and bringing the position to 7,763,223 shares worth $303M. The position accounts for 0.02% of the portfolio, ranked #741.

Morgan Stanley first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $755M in Q4 2023. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Morgan Stanley held 7,763,223 shares of UBS Group worth $303M as of Q1 2026.
  • Morgan Stanley bought 109,124 UBS Group shares in Q1 2026, an estimated $4.67M.
  • UBS Group made up 0.02% of Morgan Stanley's portfolio in Q1 2026, its #741 holding.
  • Morgan Stanley first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
  • Morgan Stanley's UBS Group position peaked at $755M in Q4 2023.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.