Rockefeller Capital Management
UBS icon

Rockefeller Capital Management’s UBS Group UBS Stock Holding History

Rockefeller Capital 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 		$1.96M Buy
50,106
+17,223
+52% +$737K ﹤0.01% 1314
2025
Q4 		$1.52M Buy
32,883
+4,383
+15% +$177K ﹤0.01% 1369
2025
Q3 		$1.17M Sell
28,500
-5,149
-15% -$200K ﹤0.01% 1355
2025
Q2 		$1.14M Buy
33,649
+8,520
+34% +$264K ﹤0.01% 1277
2025
Q1 		$770K Buy
25,129
+9,130
+57% +$304K ﹤0.01% 1349
2024
Q4 		$485K Buy
15,999
+3,166
+25% +$100K ﹤0.01% 1483
2024
Q3 		$397K Sell
12,833
-5,821
-31% -$175K ﹤0.01% 1499
2024
Q2 		$551K Sell
18,654
-534,966
-97% -$15.9M ﹤0.01% 1402
2024
Q1 		$17M Buy
553,620
+95,556
+21% +$2.82M 0.05% 367
2023
Q4 		$14.2M Buy
458,064
+35,284
+8% +$928K 0.05% 369
2023
Q3 		$10.4M Buy
+422,780
New +$9.87M 0.04% 405
2023
Q1 		– Sell
-4,188
Closed -$77K – 3769
2022
Q4 		$77K Sell
4,188
-2,108
-33% -$35.9K ﹤0.01% 2171
2022
Q3 		$90K Buy
6,296
+5
+0.1% +$80 ﹤0.01% 2050
2022
Q2 		$101K Sell
6,291
-2,204
-26% -$38.6K ﹤0.01% 1943
2022
Q1 		$165K Sell
8,495
-135,831
-94% -$2.57M ﹤0.01% 1771
2021
Q4 		$2.58M Buy
144,326
+121,016
+519% +$2.13M 0.01% 724
2021
Q3 		$370K Buy
23,310
+21,225
+1,018% +$344K ﹤0.01% 1365
2021
Q2 		$31K Sell
2,085
-3,996
-66% -$63.1K ﹤0.01% 2288
2021
Q1 		$93K Buy
6,081
+5,080
+507% +$78.1K ﹤0.01% 1634
2020
Q4 		$13K Buy
1,001
+418
+72% +$5.54K ﹤0.01% 2165
2020
Q3 		$6K Buy
583
+339
+139% +$4.06K ﹤0.01% 2185
2020
Q2 		$3K Sell
244
-8,547
-97% -$88K ﹤0.01% 2265
2020
Q1 		$81K Hold
8,791
– – ﹤0.01% 1083
2019
Q4 		$111K Sell
8,791
-805
-8% -$9.57K ﹤0.01% 930
2019
Q3 		$109K Buy
9,596
+8,439
+729% +$95K ﹤0.01% 779
2019
Q2 		$14K Sell
1,157
-919
-44% -$11.3K ﹤0.01% 1129
2019
Q1 		$25K Buy
+2,076
New +$26.3K ﹤0.01% 1156

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Rockefeller Capital Management's UBS Position: Q1 2026 in Review

Rockefeller Capital Management increased its UBS Group (UBS) stake by 52% in Q1 2026, buying an estimated $737K and bringing the position to 50,106 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #1314.

Rockefeller Capital Management first reported a position in UBS in Q1 2019 and has held it in 27 quarters since. The position peaked at $17M in Q1 2024. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Rockefeller Capital Management held 50,106 shares of UBS Group worth $1.96M as of Q1 2026.
  • Rockefeller Capital Management bought 17,223 UBS Group shares in Q1 2026, an estimated $737K.
  • UBS Group made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1314 holding.
  • Rockefeller Capital Management first reported a position in UBS Group in Q1 2019 and has held it in 27 quarters since.
  • Rockefeller Capital Management's UBS Group position peaked at $17M in Q1 2024.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.