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
2024 Q2	–	Sell	-250,000	Closed	-$7.68M	–	7554
2024 Q1	$7.68M	Sell	250,000 -56,800	-19%	-$1.68M	﹤0.01%	1882
2023 Q4	$9.48M	Buy	306,800 +56,800	+23%	+$1.49M	﹤0.01%	1755
2023 Q3	$6.16M	Hold	250,000	–	–	﹤0.01%	1943
2023 Q2	$5.07M	Buy	+250,000	New	+$5.03M	﹤0.01%	2084
2022 Q4	–	Sell	-200,000	Closed	-$2.9M	–	7739
2022 Q3	$2.9M	Hold	200,000	–	–	﹤0.01%	2523
2022 Q2	$3.24M	Hold	200,000	–	–	﹤0.01%	2447
2022 Q1	$3.91M	Hold	200,000	–	–	﹤0.01%	2463
2021 Q4	$3.57M	Hold	200,000	–	–	﹤0.01%	2637
2021 Q3	$3.19M	Buy	+200,000	New	+$3.24M	﹤0.01%	2679
2021 Q2	–	Sell	-175,000	Closed	-$2.72M	–	7700
2021 Q1	$2.72M	Hold	175,000	–	–	﹤0.01%	2756
2020 Q4	$2.47M	Sell	175,000 -4,325,000	-96%	-$57.3M	﹤0.01%	2730
2020 Q3	$50.2M	Hold	4,500,000	–	–	0.02%	613
2020 Q2	$51.9M	Hold	4,500,000	–	–	0.02%	560
2020 Q1	$41.7M	Hold	4,500,000	–	–	0.02%	555
2019 Q4	$56.6M	Hold	4,500,000	–	–	0.02%	579
2019 Q3	$50.9M	Hold	4,500,000	–	–	0.02%	582
2019 Q2	$53.3M	Hold	4,500,000	–	–	0.02%	568
2019 Q1	$54.5M	Buy	4,500,000 +1,000,000	+29%	+$12.7M	0.02%	534
2018 Q4	$43.3M	Buy	3,500,000 +500,000	+17%	+$6.78M	0.02%	572
2018 Q3	$46.7M	Buy	+3,000,000	New	+$47.2M	0.02%	618
2016 Q4	–	Sell	-254,270	Closed	-$3.46M	–	6783
2016 Q3	$3.46M	Hold	254,270	–	–	﹤0.01%	2156
2016 Q2	$3.29M	Buy	254,270 +4,270	+2%	+$65.2K	﹤0.01%	2160
2016 Q1	$4M	Buy	+250,000	New	+$4.06M	﹤0.01%	1961

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 $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $105B AUM 38.07% 1-Year Est. Return

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.