Royal Bank of Canada
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Royal Bank of Canada’s UBS Group UBS Stock Holding History

Royal Bank of Canada’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 		$154M Sell
3,935,581
-1,890,456
-32% -$80.9M 0.03% 486
2025
Q4 		$270M Sell
5,826,037
-875,733
-13% -$35.4M 0.04% 341
2025
Q3 		$275M Sell
6,701,770
-851,900
-11% -$33.1M 0.05% 336
2025
Q2 		$255M Sell
7,553,670
-21,932
-0.3% -$679K 0.05% 325
2025
Q1 		$232M Sell
7,575,602
-784,182
-9% -$26.2M 0.05% 319
2024
Q4 		$253M Buy
8,359,784
+371,868
+5% +$11.8M 0.05% 303
2024
Q3 		$247M Buy
7,987,916
+123,118
+2% +$3.7M 0.05% 314
2024
Q2 		$232M Buy
7,864,798
+214,112
+3% +$6.36M 0.05% 297
2024
Q1 		$235M Buy
7,650,686
+71,980
+0.9% +$2.13M 0.05% 305
2023
Q4 		$234M Buy
7,578,706
+132,829
+2% +$3.49M 0.05% 295
2023
Q3 		$184M Sell
7,445,877
-107,793
-1% -$2.52M 0.05% 315
2023
Q2 		$153M Sell
7,553,670
-1,743,984
-19% -$35.1M 0.04% 370
2023
Q1 		$198M Sell
9,297,654
-1,092,144
-11% -$22.8M 0.06% 295
2022
Q4 		$194M Buy
10,389,798
+1,633,005
+19% +$27.8M 0.06% 300
2022
Q3 		$127M Buy
8,756,793
+180,263
+2% +$2.89M 0.04% 380
2022
Q2 		$139M Sell
8,576,530
-428,334
-5% -$7.51M 0.04% 350
2022
Q1 		$176M Buy
9,004,864
+569,751
+7% +$10.8M 0.04% 329
2021
Q4 		$151M Sell
8,435,113
-2,004,207
-19% -$35.3M 0.03% 397
2021
Q3 		$166M Sell
10,439,320
-3,665,043
-26% -$59.4M 0.04% 349
2021
Q2 		$216M Sell
14,104,363
-2,620,201
-16% -$41.4M 0.06% 282
2021
Q1 		$260M Buy
16,724,564
+2,075,713
+14% +$31.9M 0.08% 228
2020
Q4 		$207M Buy
14,648,851
+12,916,840
+746% +$171M 0.06% 276
2020
Q3 		$19.3M Buy
1,732,011
+135,427
+8% +$1.62M 0.01% 1102
2020
Q2 		$18.4M Sell
1,596,584
-449,285
-22% -$4.63M 0.01% 1083
2020
Q1 		$18.9M Sell
2,045,869
-571,192
-22% -$6.58M 0.01% 935
2019
Q4 		$32.9M Buy
2,617,061
+501,430
+24% +$5.96M 0.01% 840
2019
Q3 		$23.9M Sell
2,115,631
-246,902
-10% -$2.78M 0.01% 962
2019
Q2 		$28M Buy
2,362,533
+548,744
+30% +$6.72M 0.01% 876
2019
Q1 		$22M Sell
1,813,789
-1,360,739
-43% -$17.2M 0.01% 1008
2018
Q4 		$39.3M Sell
3,174,528
-454,938
-13% -$6.17M 0.02% 620
2018
Q3 		$56.7M Buy
3,629,466
+743,580
+26% +$11.7M 0.02% 539
2018
Q2 		$44.3M Buy
2,885,886
+52,909
+2% +$860K 0.02% 619
2018
Q1 		$50M Sell
2,832,977
-73,048
-3% -$1.39M 0.02% 586
2017
Q4 		$53.4M Buy
2,906,025
+305,420
+12% +$5.31M 0.02% 570
2017
Q3 		$44.6M Buy
2,600,605
+65,274
+3% +$1.12M 0.02% 621
2017
Q2 		$43.1M Buy
2,535,331
+141,158
+6% +$2.29M 0.02% 610
2017
Q1 		$38.2M Sell
2,394,173
-149,252
-6% -$2.4M 0.02% 648
2016
Q4 		$39.9M Buy
2,543,425
+639,856
+34% +$9.64M 0.02% 634
2016
Q3 		$25.9M Buy
1,903,569
+323,296
+20% +$4.4M 0.01% 836
2016
Q2 		$20.5M Sell
1,580,273
-459,738
-23% -$7.02M 0.01% 946
2016
Q1 		$32.7M Buy
2,040,011
+291,119
+17% +$4.73M 0.02% 642
2015
Q4 		$33.9M Sell
1,748,892
-82,583
-5% -$1.61M 0.02% 623
2015
Q3 		$33.9M Buy
1,831,475
+283,155
+18% +$6M 0.03% 513
2015
Q2 		$32.8M Sell
1,548,320
-89,823
-5% -$1.88M 0.02% 568
2015
Q1 		$30.7M Sell
1,638,143
-84,777
-5% -$1.48M 0.02% 597
2014
Q4 		$29.4M Buy
+1,722,920
New +$29.5M 0.02% 649

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 $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Royal Bank of Canada's UBS Position: Q1 2026 in Review

Royal Bank of Canada reduced its UBS Group (UBS) stake by 32% in Q1 2026, selling an estimated $80.9M and leaving 3,935,581 shares worth $154M. The position accounts for 0.03% of the portfolio, ranked #486.

Royal Bank of Canada first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $275M in Q3 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Royal Bank of Canada held 3,935,581 shares of UBS Group worth $154M as of Q1 2026.
  • Royal Bank of Canada sold 1,890,456 UBS Group shares in Q1 2026, an estimated $80.9M.
  • UBS Group made up 0.03% of Royal Bank of Canada's portfolio in Q1 2026, its #486 holding.
  • Royal Bank of Canada first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
  • Royal Bank of Canada's UBS Group position peaked at $275M in Q3 2025.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Royal Bank of Canada's 13F filing for Q1 2026, filed 15 May 2026.