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NatWest Group’s UBS Group UBS Stock Holding History

NatWest Group’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 		$5.78M Buy
147,921
+9,189
+7% +$393K 1.25% 32
2025
Q4 		$6.42M Buy
138,732
+105,513
+318% +$4.26M 1.5% 25
2025
Q3 		$1.36M Sell
33,219
-59,568
-64% -$2.31M 0.34% 35
2025
Q2 		$3.14M Sell
92,787
-108,222
-54% -$3.35M 0.93% 29
2025
Q1 		$6.16M Buy
201,009
+3,108
+2% +$104K 1.82% 25
2024
Q4 		$6M Buy
197,901
+92,203
+87% +$2.92M 1.78% 24
2024
Q3 		$3.27M Buy
105,698
+13,928
+15% +$419K 0.97% 30
2024
Q2 		$2.71M Buy
91,770
+13,594
+17% +$404K 0.93% 30
2024
Q1 		$2.4M Buy
78,176
+3,229
+4% +$95.4K 0.92% 29
2023
Q4 		$2.32M Buy
74,947
+22,562
+43% +$593K 0.97% 28
2023
Q3 		$1.29M Buy
52,385
+1,212
+2% +$28.3K 0.67% 31
2023
Q2 		$1.04M Sell
51,173
-3,080
-6% -$61.9K 0.54% 32
2023
Q1 		$1.16M Sell
54,253
-1,970
-4% -$41.1K 0.63% 34
2022
Q4 		$1.05M Sell
56,223
-23,688
-30% -$403K 0.6% 35
2022
Q3 		$1.16M Sell
79,911
-134,280
-63% -$2.15M 0.67% 36
2022
Q2 		$3.47M Sell
214,191
-6,372
-3% -$112K 1.97% 25
2022
Q1 		$4.31M Buy
+220,563
New +$4.17M 2.08% 22
2021
Q1 		– Sell
-31,500
Closed -$445K – 77
2020
Q4 		$445K Hold
31,500
– – 0.16% 66
2020
Q3 		$351K Hold
31,500
– – 0.07% 71
2020
Q2 		$364K Hold
31,500
– – 0.1% 57
2020
Q1 		$292K Hold
31,500
– – 0.08% 75
2019
Q4 		$396K Buy
+31,500
New +$375K 0.08% 75

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

NatWest Group's UBS Position: Q1 2026 in Review

NatWest Group increased its UBS Group (UBS) stake by 6.6% in Q1 2026, buying an estimated $393K and bringing the position to 147,921 shares worth $5.78M. The position accounts for 1.25% of the portfolio, ranked #32.

NatWest Group first reported a position in UBS in Q4 2019 and has held it in 22 quarters since. The position peaked at $6.42M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • NatWest Group held 147,921 shares of UBS Group worth $5.78M as of Q1 2026.
  • NatWest Group bought 9,189 UBS Group shares in Q1 2026, an estimated $393K.
  • UBS Group made up 1.25% of NatWest Group's portfolio in Q1 2026, its #32 holding.
  • NatWest Group first reported a position in UBS Group in Q4 2019 and has held it in 22 quarters since.
  • NatWest Group's UBS Group position peaked at $6.42M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on NatWest Group's 13F filing for Q1 2026, filed 11 May 2026.