Royal London Asset Management
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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
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
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

Royal London Asset Management's UBS Position: Q1 2026 in Review

Royal London Asset Management reduced its UBS Group (UBS) stake by 0.52% in Q1 2026, selling an estimated $784K and leaving 3,515,878 shares worth $137M. The position accounts for 0.29% of the portfolio, ranked #71.

Royal London Asset Management first reported a position in UBS in Q1 2021 and has held it in 21 quarters since. The position peaked at $235M in Q1 2024. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Royal London Asset Management held 3,515,878 shares of UBS Group worth $137M as of Q1 2026.
  • Royal London Asset Management sold 18,309 UBS Group shares in Q1 2026, an estimated $784K.
  • UBS Group made up 0.29% of Royal London Asset Management's portfolio in Q1 2026, its #71 holding.
  • Royal London Asset Management first reported a position in UBS Group in Q1 2021 and has held it in 21 quarters since.
  • Royal London Asset Management's UBS Group position peaked at $235M in Q1 2024.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Royal London Asset Management's 13F filing for Q1 2026, filed 1 May 2026.