Pictet Asset Management’s UBS Group UBS Stock Holding History

Pictet Asset Management’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	$1.36B	Sell	35,591,624 -340,568	-0.9%	-$14.6M	1.44%	7
2025 Q4	$1.68B	Buy	35,932,192 +629,310	+2%	+$25.4M	1.63%	7
2025 Q3	$1.44B	Sell	35,302,882 -432,793	-1%	-$16.8M	1.39%	7
2025 Q2	$1.21B	Buy	35,735,675 +306,867	+0.9%	+$9.5M	1.23%	11
2025 Q1	$1.08B	Buy	35,428,808 +449,013	+1%	+$15M	1.2%	11
2024 Q4	$1.07B	Buy	34,979,795 +5,555,624	+19%	+$176M	1.16%	11
2024 Q3	$909M	Sell	29,424,171 -504,405	-2%	-$15.2M	1%	13
2024 Q2	$881M	Sell	29,928,576 -1,222,609	-4%	-$36.3M	1.01%	16
2024 Q1	$959M	Buy	31,151,185 +673,543	+2%	+$19.9M	1.04%	16
2023 Q4	$945M	Buy	30,477,642 +1,969,206	+7%	+$51.8M	1.04%	12
2023 Q3	$707M	Buy	+28,508,436	New	+$666M	0.87%	22

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Pictet Asset Management's UBS Position: Q1 2026 in Review

Pictet Asset Management reduced its UBS Group (UBS) stake by 0.95% in Q1 2026, selling an estimated $14.6M and leaving 35,591,624 shares worth $1.36B. The position accounts for 1.44% of the portfolio, ranked #7.

Pictet Asset Management first reported a position in UBS in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.68B in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Pictet Asset Management held 35,591,624 shares of UBS Group worth $1.36B as of Q1 2026.
Pictet Asset Management sold 340,568 UBS Group shares in Q1 2026, an estimated $14.6M.
UBS Group made up 1.44% of Pictet Asset Management's portfolio in Q1 2026, its #7 holding.
Pictet Asset Management first reported a position in UBS Group in Q3 2023 and has held it in 11 quarters since.
Pictet Asset Management's UBS Group position peaked at $1.68B in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Pictet Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.