National Bank of Canada’s UBS Group UBS Stock Holding History

National Bank of Canada’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	$1.82M	Buy	35,334 +1,583	+5%	+$72.1K	﹤0.01%	1147
2026 Q1	$1.34M	Sell	33,751 -3,548,050	-99%	-$152M	﹤0.01%	1179
2025 Q4	$167M	Buy	3,581,801 +3,548,610	+10,691%	+$143M	0.15%	124
2025 Q3	$1.39M	Sell	33,191 -37,678	-53%	-$1.46M	﹤0.01%	1155
2025 Q2	$2.46M	Sell	70,869 -56,710	-44%	-$1.75M	﹤0.01%	1100
2025 Q1	$3.91M	Sell	127,579 -3,450,613	-96%	-$115M	﹤0.01%	946
2024 Q4	$110M	Buy	3,578,192 +3,459,997	+2,927%	+$110M	0.12%	171
2024 Q3	$3.66M	Sell	118,195 -77,757	-40%	-$2.34M	﹤0.01%	900
2024 Q2	$5.86M	Sell	195,952 -420	-0.2%	-$12.5K	0.01%	690
2024 Q1	$5.79M	Buy	196,372 +63,151	+47%	+$1.87M	0.01%	768
2023 Q4	$4.05M	Sell	133,221 -260,549	-66%	-$6.85M	0.01%	836
2023 Q3	$9.61M	Buy	393,770 +229,915	+140%	+$5.37M	0.01%	621
2023 Q2	$3.34M	Buy	163,855 +135,890	+486%	+$2.73M	0.01%	835
2023 Q1	$593K	Sell	27,965 -514,177	-95%	-$10.7M	﹤0.01%	1187
2022 Q4	$10.2M	Sell	542,142 -289,934	-35%	-$4.93M	0.03%	424
2022 Q3	$12.2M	Buy	832,076 +6,676	+0.8%	+$107K	0.07%	319
2022 Q2	$13.2M	Buy	825,400 +2,584	+0.3%	+$45.3K	0.06%	333
2022 Q1	$15M	Buy	822,816 +796,722	+3,053%	+$15.1M	0.04%	363
2021 Q4	$472K	Buy	+26,094	New	+$459K	﹤0.01%	1249

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

National Bank of Canada's UBS Position: Q2 2026 in Review

National Bank of Canada increased its UBS Group (UBS) stake by 4.7% in Q2 2026, buying an estimated $72.1K and bringing the position to 35,334 shares worth $1.82M. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

National Bank of Canada first reported a position in UBS in Q4 2021 and has held it in 19 quarters since. The position peaked at $167M in Q4 2025. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

National Bank of Canada held 35,334 shares of UBS Group worth $1.82M as of Q2 2026.
National Bank of Canada bought 1,583 UBS Group shares in Q2 2026, an estimated $72.1K.
UBS Group made up ﹤0.01% of National Bank of Canada's portfolio in Q2 2026, its #1147 holding.
National Bank of Canada first reported a position in UBS Group in Q4 2021 and has held it in 19 quarters since.
National Bank of Canada's UBS Group position peaked at $167M in Q4 2025.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on National Bank of Canada's 13F filing for Q2 2026, filed 10 Aug 2026.