Royal London Asset Management’s UBS Group UBS Stock Holding History

Royal London Asset 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 Q2	$172M	Sell	3,468,512 -47,366	-1%	-$2.16M	0.32%	61
2026 Q1	$137M	Sell	3,515,878 -18,309	-0.5%	-$784K	0.29%	71
2025 Q4	$164M	Sell	3,534,187 -50,926	-1%	-$2.06M	0.34%	53
2025 Q3	$147M	Sell	3,585,113 -810,672	-18%	-$31.5M	0.32%	57
2025 Q2	$149M	Sell	4,395,785 -2,472,218	-36%	-$76.5M	0.34%	54
2025 Q1	$210M	Buy	6,868,003 +92,048	+1%	+$3.07M	0.5%	37
2024 Q4	$205M	Sell	6,775,955 -373,194	-5%	-$11.8M	0.5%	34
2024 Q3	$221M	Buy	7,149,149 +43,881	+0.6%	+$1.32M	0.54%	33
2024 Q2	$210M	Sell	7,105,268 -537,728	-7%	-$16M	0.54%	36
2024 Q1	$235M	Buy	7,642,996 +802,817	+12%	+$23.7M	0.59%	34
2023 Q4	$211M	Sell	6,840,179 -7,650	-0.1%	-$201K	0.6%	33
2023 Q3	$169M	Buy	6,847,829 +1,140,312	+20%	+$26.6M	0.55%	38
2023 Q2	$116M	Buy	5,707,517 +918,822	+19%	+$18.5M	0.37%	52
2023 Q1	$102M	Buy	4,788,695 +693,954	+17%	+$14.5M	0.41%	50
2022 Q4	$76.4M	Sell	4,094,741 -70,490	-2%	-$1.2M	0.34%	59
2022 Q3	$60.3M	Sell	4,165,231 -189,873	-4%	-$3.04M	0.31%	62
2022 Q2	$70.6M	Buy	4,355,104 +2,827,392	+185%	+$49.6M	0.33%	61
2022 Q1	$29.9M	Buy	1,527,712 +64,055	+4%	+$1.21M	0.12%	159
2021 Q4	$26.2M	Sell	1,463,657 -115,366	-7%	-$2.03M	0.1%	171
2021 Q3	$25.2M	Sell	1,579,023 -31,503	-2%	-$510K	0.1%	173
2021 Q2	$24.7M	Sell	1,610,526 -38,973	-2%	-$615K	0.1%	177
2021 Q1	$25.6M	Buy	+1,649,499	New	+$25.4M	0.12%	166

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Royal London Asset Management's UBS Position: Q2 2026 in Review

Royal London Asset Management reduced its UBS Group (UBS) stake by 1.3% in Q2 2026, selling an estimated $2.16M and leaving 3,468,512 shares worth $172M. The position accounts for 0.32% of the portfolio, ranked #61.

Royal London Asset Management first reported a position in UBS in Q1 2021 and has held it in 22 quarters since. The position peaked at $235M in Q1 2024. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Royal London Asset Management held 3,468,512 shares of UBS Group worth $172M as of Q2 2026.
Royal London Asset Management sold 47,366 UBS Group shares in Q2 2026, an estimated $2.16M.
UBS Group made up 0.32% of Royal London Asset Management's portfolio in Q2 2026, its #61 holding.
Royal London Asset Management first reported a position in UBS Group in Q1 2021 and has held it in 22 quarters since.
Royal London Asset Management's UBS Group position peaked at $235M in Q1 2024.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Royal London Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.