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	$117M	Buy	3,047,100 +591,500	+24%	+$25.3M	0.13%	185
2025 Q4	$114M	Sell	2,455,600 -154,900	-6%	-$6.26M	0.12%	203
2025 Q3	$107M	Buy	2,610,500 +579,300	+29%	+$22.5M	0.11%	228
2025 Q2	$68.8M	Buy	2,031,200 +103,700	+5%	+$3.21M	0.07%	367
2025 Q1	$58.6M	Sell	1,927,500 -540,700	-22%	-$18M	0.07%	356
2024 Q4	$75.4M	Buy	+2,468,200	New	+$78.2M	0.1%	257
2024 Q3	–	Sell	-2,050,000	Closed	-$54.2M	–	4137
2024 Q2	$54.2M	Buy	2,050,000 +1,450,000	+242%	+$43.1M	0.09%	268
2024 Q1	$16.6M	Sell	600,000 -475,000	-44%	-$14M	0.03%	636
2023 Q4	$28.1M	Buy	1,075,000 +75,000	+8%	+$1.97M	0.05%	418
2023 Q3	$22.7M	Buy	+1,000,000	New	+$23.4M	0.06%	377

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.