Natixis Advisors’s UBS Group UBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$228M Buy
4,605,772
+478,758
+12% +$21.8M 0.26% 79
2026
Q1
$161M Sell
4,127,014
-205,220
-5% -$8.78M 0.22% 98
2025
Q4
$201M Buy
4,332,234
+670,001
+18% +$27.1M 0.28% 76
2025
Q3
$150M Buy
3,662,233
+651,133
+22% +$25.3M 0.22% 99
2025
Q2
$102M Sell
3,011,100
-1,339,177
-31% -$41.4M 0.16% 142
2025
Q1
$133M Sell
4,350,277
-887,552
-17% -$29.6M 0.25% 94
2024
Q4
$159M Buy
5,237,829
+29,916
+0.6% +$948K 0.3% 66
2024
Q3
$161M Buy
5,207,913
+258,058
+5% +$7.76M 0.31% 61
2024
Q2
$146M Buy
4,949,855
+336,813
+7% +$10M 0.32% 64
2024
Q1
$142M Buy
4,613,042
+168,313
+4% +$4.97M 0.33% 66
2023
Q4
$137M Buy
4,444,729
+356,742
+9% +$9.38M 0.36% 55
2023
Q3
$101M Buy
4,087,987
+265,660
+7% +$6.21M 0.31% 71
2023
Q2
$77.5M Sell
3,822,327
-333,773
-8% -$6.71M 0.24% 104
2023
Q1
$88.7M Sell
4,156,100
-348,735
-8% -$7.28M 0.31% 84
2022
Q4
$84.1M Buy
4,504,835
+701,804
+18% +$11.9M 0.32% 85
2022
Q3
$55.2M Buy
3,803,031
+576,716
+18% +$9.23M 0.23% 108
2022
Q2
$52.3M Buy
3,226,315
+240,716
+8% +$4.22M 0.23% 106
2022
Q1
$58.3M Sell
2,985,599
-37,625
-1% -$712K 0.22% 114
2021
Q4
$54M Buy
3,023,224
+202,695
+7% +$3.57M 0.21% 120
2021
Q3
$45M Buy
2,820,529
+149,290
+6% +$2.42M 0.18% 127
2021
Q2
$41M Sell
2,671,239
-270,459
-9% -$4.27M 0.19% 129
2021
Q1
$45.7M Sell
2,941,698
-23,408
-0.8% -$360K 0.24% 100
2020
Q4
$41.9M Buy
2,965,106
+58,996
+2% +$781K 0.24% 97
2020
Q3
$32.4M Buy
2,906,110
+26,945
+0.9% +$323K 0.2% 119
2020
Q2
$33.2M Buy
2,879,165
+1,010,765
+54% +$10.4M 0.22% 103
2020
Q1
$17.3M Sell
1,868,400
-166,246
-8% -$1.92M 0.14% 167
2019
Q4
$25.6M Buy
2,034,646
+285,711
+16% +$3.4M 0.18% 128
2019
Q3
$19.8M Buy
1,748,935
+834,377
+91% +$9.39M 0.16% 157
2019
Q2
$10.8M Sell
914,558
-152,650
-14% -$1.87M 0.09% 244
2019
Q1
$12.9M Sell
1,067,208
-79,012
-7% -$1M 0.11% 203
2018
Q4
$14.2M Sell
1,146,220
-315,625
-22% -$4.28M 0.14% 163
2018
Q3
$23M Buy
1,461,845
+194,586
+15% +$3.06M 0.2% 100
2018
Q2
$19.4M Sell
1,267,259
-57,888
-4% -$941K 0.19% 121
2018
Q1
$23.4M Buy
1,325,147
+63,944
+5% +$1.22M 0.23% 86
2017
Q4
$23.2M Buy
1,261,203
+96,469
+8% +$1.68M 0.24% 88
2017
Q3
$20M Buy
1,164,734
+44,939
+4% +$769K 0.21% 105
2017
Q2
$19M Buy
1,119,795
+119,549
+12% +$1.94M 0.21% 102
2017
Q1
$16M Buy
1,000,246
+63,045
+7% +$1.01M 0.18% 128
2016
Q4
$14.7M Sell
937,201
-21,369
-2% -$322K 0.18% 144
2016
Q3
$13.1M Sell
958,570
-122,702
-11% -$1.67M 0.17% 151
2016
Q2
$14M Buy
1,081,272
+416,372
+63% +$6.36M 0.19% 128
2016
Q1
$10.7M Sell
664,900
-70,465
-10% -$1.14M 0.16% 154
2015
Q4
$14.2M Buy
735,365
+44,081
+6% +$860K 0.23% 84
2015
Q3
$12.8M Buy
691,284
+94,883
+16% +$2.01M 0.22% 91
2015
Q2
$12.6M Buy
596,401
+34,608
+6% +$723K 0.21% 107
2015
Q1
$10.5M Buy
561,793
+387,789
+223% +$6.75M 0.19% 133
2014
Q4
$2.97M Buy
+174,004
New +$2.98M 0.06% 501

Other funds holding UBS

Natixis Advisors's UBS Position: Q2 2026 in Review

Natixis Advisors increased its UBS Group (UBS) stake by 12% in Q2 2026, buying an estimated $21.8M and bringing the position to 4,605,772 shares worth $228M. The position accounts for 0.26% of the portfolio, ranked #79.

Natixis Advisors first reported a position in UBS in Q4 2014 and has held it in 47 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Natixis Advisors held 4,605,772 shares of UBS Group worth $228M as of Q2 2026.
  • Natixis Advisors bought 478,758 UBS Group shares in Q2 2026, an estimated $21.8M.
  • UBS Group made up 0.26% of Natixis Advisors's portfolio in Q2 2026, its #79 holding.
  • Natixis Advisors first reported a position in UBS Group in Q4 2014 and has held it in 47 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Natixis Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.