Qtron Investments’s UBS Group UBS Stock Holding History

Qtron Investments’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	$883K	Sell	23,088 -22,925	-50%	-$981K	0.12%	215
2025 Q4	$2.15M	Buy	46,013 +7,749	+20%	+$313K	0.28%	64
2025 Q3	$1.56M	Sell	38,264 -15,569	-29%	-$605K	0.19%	117
2025 Q2	$1.82M	Hold	53,833	–	–	0.23%	95
2025 Q1	$1.63M	Hold	53,833	–	–	0.24%	91
2024 Q4	$1.65M	Buy	53,833 +43	+0.1%	+$1.36K	0.23%	86
2024 Q3	$1.66M	Hold	53,790	–	–	0.23%	91
2024 Q2	$1.58M	Sell	53,790 -5,167	-9%	-$154K	0.23%	91
2024 Q1	$1.82M	Buy	58,957 +20,831	+55%	+$615K	0.26%	78
2023 Q4	$1.18M	Hold	38,126	–	–	0.19%	118
2023 Q3	$946K	Hold	38,126	–	–	0.18%	136
2023 Q2	$771K	Sell	38,126 -5,069	-12%	-$102K	0.15%	185
2023 Q1	$912K	Sell	43,195 -4,785	-10%	-$99.8K	0.19%	140
2022 Q4	$892K	Buy	47,980 +12,924	+37%	+$220K	0.19%	141
2022 Q3	$516K	Sell	35,056 -9,253	-21%	-$148K	0.13%	224
2022 Q2	$712K	Buy	44,309 +8,663	+24%	+$152K	0.16%	181
2022 Q1	$703K	Hold	35,646	–	–	0.16%	186
2021 Q4	$642K	Buy	35,646 +81	+0.2%	+$1.43K	0.15%	208
2021 Q3	$572K	Hold	35,565	–	–	0.15%	201
2021 Q2	$545K	Sell	35,565 -33,438	-48%	-$528K	0.14%	202
2021 Q1	$1.07M	Hold	69,003	–	–	0.3%	73
2020 Q4	$973K	Buy	69,003 +14,063	+26%	+$186K	0.26%	87
2020 Q3	$616K	Buy	54,940 +69	+0.1%	+$827	0.21%	106
2020 Q2	$631K	Buy	+54,871	New	+$565K	0.25%	99

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Qtron Investments's UBS Position: Q1 2026 in Review

Qtron Investments reduced its UBS Group (UBS) stake by 50% in Q1 2026, selling an estimated $981K and leaving 23,088 shares worth $883K. The position accounts for 0.12% of the portfolio, ranked #215.

Qtron Investments first reported a position in UBS in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.15M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Qtron Investments held 23,088 shares of UBS Group worth $883K as of Q1 2026.
Qtron Investments sold 22,925 UBS Group shares in Q1 2026, an estimated $981K.
UBS Group made up 0.12% of Qtron Investments's portfolio in Q1 2026, its #215 holding.
Qtron Investments first reported a position in UBS Group in Q2 2020 and has held it in 24 quarters since.
Qtron Investments's UBS Group position peaked at $2.15M in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Qtron Investments's 13F filing for Q1 2026, filed 15 May 2026.