National Bank of Canada
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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
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
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 $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

National Bank of Canada's UBS Position: Q1 2026 in Review

National Bank of Canada reduced its UBS Group (UBS) stake by 99% in Q1 2026, selling an estimated $152M and leaving 33,751 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1179.

National Bank of Canada first reported a position in UBS in Q4 2021 and has held it in 18 quarters since. The position peaked at $167M in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • National Bank of Canada held 33,751 shares of UBS Group worth $1.34M as of Q1 2026.
  • National Bank of Canada sold 3,548,050 UBS Group shares in Q1 2026, an estimated $152M.
  • UBS Group made up ﹤0.01% of National Bank of Canada's portfolio in Q1 2026, its #1179 holding.
  • National Bank of Canada first reported a position in UBS Group in Q4 2021 and has held it in 18 quarters since.
  • National Bank of Canada's UBS Group position peaked at $167M in Q4 2025.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on National Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.