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
2023
Q3 		– Sell
-858,100
Closed -$17.4M – 7616
2023
Q2 		$17.4M Buy
+858,100
New +$17.3M ﹤0.01% 1230
2022
Q1 		– Sell
-580,200
Closed -$10.4M – 8027
2021
Q4 		$10.4M Buy
+580,200
New +$10.2M ﹤0.01% 1859

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 $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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. 683 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.
  • 683 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.