Prudential plc’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
Q1 | $12.4M | Sell |
323,030
-14,401
| -4% | -$616K | 0.07% | 164 |
|
|
2025
Q4 | $15.7M | Buy |
337,431
+5,867
| +2% | +$237K | 0.12% | 135 |
|
|
2025
Q3 | $13.5M | Sell |
331,564
-29,093
| -8% | -$1.13M | 0.1% | 139 |
|
|
2025
Q2 | $12.2M | Buy |
360,657
+61,009
| +20% | +$1.89M | 0.07% | 149 |
|
|
2025
Q1 | $9.11M | Buy |
299,648
+14,886
| +5% | +$496K | 0.05% | 186 |
|
|
2024
Q4 | $8.7M | Sell |
284,762
-8,831
| -3% | -$280K | 0.04% | 180 |
|
|
2024
Q3 | $9.05M | Sell |
293,593
-8,201
| -3% | -$246K | 0.05% | 195 |
|
|
2024
Q2 | $8.88M | Buy |
301,794
+351
| +0.1% | +$10.4K | 0.06% | 188 |
|
|
2024
Q1 | $9.27M | Buy |
301,443
+39,511
| +15% | +$1.17M | 0.07% | 165 |
|
|
2023
Q4 | $8.13M | Sell |
261,932
-252
| -0.1% | -$6.63K | 0.08% | 149 |
|
|
2023
Q3 | $6.5M | Sell |
262,184
-2,829
| -1% | -$66.1K | 0.07% | 159 |
|
|
2023
Q2 | $5.35M | Buy |
+265,013
| New | +$5.33M | 0.06% | 206 |
|
|
2019
Q4 | – | Sell |
-5,618,493
| Closed | -$61.9M | – | 755 |
|
|
2019
Q3 | $61.9M | Buy |
5,618,493
+69,195
| +1% | +$779K | 0.18% | 142 |
|
|
2019
Q2 | $68.2M | Sell |
5,549,298
-58,648
| -1% | -$719K | 0.21% | 124 |
|
|
2019
Q1 | $67.9M | Buy |
5,607,946
+318,791
| +6% | +$4.04M | 0.24% | 112 |
|
|
2018
Q4 | $65.5M | Sell |
5,289,155
-690,121
| -12% | -$9.36M | 0.26% | 103 |
|
|
2018
Q3 | $94.1M | Sell |
5,979,276
-2,578,674
| -30% | -$40.5M | 0.3% | 94 |
|
|
2018
Q2 | $131M | Sell |
8,557,950
-1,791,585
| -17% | -$29.1M | 0.41% | 76 |
|
|
2018
Q1 | $183M | Buy |
10,349,535
+760,079
| +8% | +$14.5M | 0.57% | 54 |
|
|
2017
Q4 | $176M | Buy |
9,589,456
+44,023
| +0.5% | +$765K | 0.54% | 59 |
|
|
2017
Q3 | $164M | Buy |
9,545,433
+230,220
| +2% | +$3.94M | 0.52% | 63 |
|
|
2017
Q2 | $158M | Buy |
9,315,213
+6,980
| +0.1% | +$113K | 0.52% | 59 |
|
|
2017
Q1 | $148M | Buy |
9,308,233
+903,718
| +11% | +$14.5M | 0.5% | 67 |
|
|
2016
Q4 | $132M | Buy |
8,404,515
+168,490
| +2% | +$2.54M | 0.46% | 72 |
|
|
2016
Q3 | $112M | Sell |
8,236,025
-310,353
| -4% | -$4.23M | 0.42% | 77 |
|
|
2016
Q2 | $111M | Buy |
8,546,378
+730,887
| +9% | +$11.2M | 0.43% | 74 |
|
|
2016
Q1 | $125M | Buy |
7,815,491
+273,812
| +4% | +$4.45M | 0.51% | 61 |
|
|
2015
Q4 | $146M | Buy |
7,541,679
+63,778
| +0.9% | +$1.24M | 0.59% | 50 |
|
|
2015
Q3 | $138M | Buy |
7,477,901
+864,025
| +13% | +$18.3M | 0.59% | 49 |
|
|
2015
Q2 | $140M | Buy |
6,613,876
+34,043
| +0.5% | +$711K | 0.54% | 56 |
|
|
2015
Q1 | $124M | Sell |
6,579,833
-16,357
| -0.2% | -$285K | 0.54% | 46 |
|
|
2014
Q4 | $112M | Buy |
+6,596,190
| New | +$113M | 0.48% | 56 |
|
Other funds holding UBS
VCM
CCI
Prudential plc's UBS Position: Q1 2026 in Review
Prudential plc reduced its UBS Group (UBS) stake by 4.3% in Q1 2026, selling an estimated $616K and leaving 323,030 shares worth $12.4M. The position accounts for 0.07% of the portfolio, ranked #164.
Prudential plc first reported a position in UBS in Q4 2014 and has held it in 32 quarters since. The position peaked at $183M in Q1 2018. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.
- Prudential plc held 323,030 shares of UBS Group worth $12.4M as of Q1 2026.
- Prudential plc sold 14,401 UBS Group shares in Q1 2026, an estimated $616K.
- UBS Group made up 0.07% of Prudential plc's portfolio in Q1 2026, its #164 holding.
- Prudential plc first reported a position in UBS Group in Q4 2014 and has held it in 32 quarters since.
- Prudential plc's UBS Group position peaked at $183M in Q1 2018.
- 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.
Based on Prudential plc's 13F filing for Q1 2026, filed 14 May 2026.