Qube Research & Technologies (QRT)’s UBS Group UBS Stock Holding History

Qube Research & Technologies (QRT)’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	$293M	Buy	7,612,542 +5,478,308	+257%	+$234M	0.33%	47
2025 Q4	$99.4M	Sell	2,134,234 -684,622	-24%	-$27.7M	0.1%	247
2025 Q3	$115M	Buy	2,818,856 +1,197,262	+74%	+$46.5M	0.12%	203
2025 Q2	$54.9M	Buy	1,621,594 +996,358	+159%	+$30.8M	0.06%	434
2025 Q1	$19.2M	Sell	625,236 -1,239,817	-66%	-$41.3M	0.02%	768
2024 Q4	$56.9M	Buy	1,865,053 +1,229,630	+194%	+$39M	0.07%	334
2024 Q3	$19.6M	Buy	+635,423	New	+$19.1M	0.03%	677
2023 Q3	–	Sell	-854,338	Closed	-$20M	–	4341
2023 Q2	$17.3M	Buy	+854,338	New	+$17.2M	0.06%	377
2022 Q3	–	Sell	-514,463	Closed	-$8.35M	–	3040
2022 Q2	$8.35M	Buy	+514,463	New	+$9.02M	0.06%	346
2022 Q1	–	Sell	-156,629	Closed	-$2.8M	–	3030
2021 Q4	$2.8M	Buy	+156,629	New	+$2.76M	0.02%	714
2021 Q3	–	Sell	-42,807	Closed	-$657K	–	2793
2021 Q2	$657K	Buy	+42,807	New	+$676K	0.01%	1139
2021 Q1	–	Sell	-98,440	Closed	-$1.39M	–	2435
2020 Q4	$1.39M	Sell	98,440 -152,278	-61%	-$2.02M	0.02%	763
2020 Q3	$2.8M	Buy	+250,718	New	+$3.01M	0.04%	531

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

Qube Research & Technologies (QRT)'s UBS Position: Q1 2026 in Review

Qube Research & Technologies (QRT) increased its UBS Group (UBS) stake by 257% in Q1 2026, buying an estimated $234M and bringing the position to 7,612,542 shares worth $293M. The position accounts for 0.33% of the portfolio, ranked #47.

Qube Research & Technologies (QRT) first reported a position in UBS in Q3 2020 and has held it in 13 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Qube Research & Technologies (QRT) held 7,612,542 shares of UBS Group worth $293M as of Q1 2026.
Qube Research & Technologies (QRT) bought 5,478,308 UBS Group shares in Q1 2026, an estimated $234M.
UBS Group made up 0.33% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #47 holding.
Qube Research & Technologies (QRT) first reported a position in UBS Group in Q3 2020 and has held it in 13 quarters since.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.