Russell Investments Group
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Russell Investments Group’s UBS Group UBS Stock Holding History

Russell Investments Group’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 		$295M Sell
7,738,898
-675,518
-8% -$28.9M 0.32% 46
2025
Q4 		$393M Buy
8,414,416
+131,508
+2% +$5.31M 0.43% 23
2025
Q3 		$338M Buy
8,282,908
+532,230
+7% +$20.7M 0.38% 28
2025
Q2 		$261M Sell
7,750,678
-51,351
-0.7% -$1.59M 0.33% 44
2025
Q1 		$237M Buy
7,802,029
+2,174,366
+39% +$72.5M 0.33% 48
2024
Q4 		$172M Buy
5,627,663
+140,218
+3% +$4.44M 0.24% 68
2024
Q3 		$170M Sell
5,487,445
-208,753
-4% -$6.27M 0.25% 70
2024
Q2 		$168M Sell
5,696,198
-772,900
-12% -$23M 0.27% 63
2024
Q1 		$199M Sell
6,469,098
-64,147
-1% -$1.9M 0.31% 49
2023
Q4 		$203M Sell
6,533,245
-233,794
-3% -$6.15M 0.36% 41
2023
Q3 		$168M Sell
6,767,039
-1,131,586
-14% -$26.4M 0.33% 45
2023
Q2 		$160M Sell
7,898,625
-1,227,680
-13% -$24.7M 0.31% 50
2023
Q1 		$193M Sell
9,126,305
-1,281,574
-12% -$26.7M 0.38% 38
2022
Q4 		$194M Sell
10,407,879
-688,956
-6% -$11.7M 0.4% 31
2022
Q3 		$163M Sell
11,096,835
-100,645
-0.9% -$1.61M 0.36% 35
2022
Q2 		$180M Buy
11,197,480
+652,843
+6% +$11.4M 0.37% 39
2022
Q1 		$208M Buy
10,544,637
+2,560,083
+32% +$48.4M 0.36% 36
2021
Q4 		$144M Sell
7,984,554
-814,152
-9% -$14.3M 0.23% 78
2021
Q3 		$141M Buy
8,798,706
+213,731
+2% +$3.46M 0.24% 72
2021
Q2 		$132M Sell
8,584,975
-78,784
-0.9% -$1.24M 0.22% 83
2021
Q1 		$135M Buy
8,663,759
+6,434,512
+289% +$98.9M 0.24% 71
2020
Q4 		$31.4M Buy
2,229,247
+51,791
+2% +$686K 0.06% 357
2020
Q3 		$24.4M Buy
2,177,456
+25,406
+1% +$305K 0.05% 406
2020
Q2 		$24.8M Buy
2,152,050
+230,451
+12% +$2.37M 0.06% 387
2020
Q1 		$18M Sell
1,921,599
-374,776
-16% -$4.32M 0.05% 441
2019
Q4 		$29M Sell
2,296,375
-7,211,362
-76% -$85.8M 0.05% 394
2019
Q3 		$108M Buy
9,507,737
+2,866,079
+43% +$32.3M 0.21% 100
2019
Q2 		$79M Buy
6,641,658
+1,109,513
+20% +$13.6M 0.15% 150
2019
Q1 		$66.9M Buy
5,532,145
+3,653,127
+194% +$46.3M 0.12% 185
2018
Q4 		$23.3M Sell
1,879,018
-679,054
-27% -$9.21M 0.05% 431
2018
Q3 		$40.6M Buy
2,558,072
+739,617
+41% +$11.6M 0.08% 284
2018
Q2 		$27.9M Sell
1,818,455
-6,358,090
-78% -$103M 0.06% 394
2018
Q1 		$144M Sell
8,176,545
-2,282,406
-22% -$43.4M 0.24% 71
2017
Q4 		$192M Buy
10,458,951
+740,383
+8% +$12.9M 0.32% 48
2017
Q3 		$166M Sell
9,718,568
-149,918
-2% -$2.56M 0.28% 59
2017
Q2 		$167M Buy
9,868,486
+1,886,760
+24% +$30.7M 0.3% 56
2017
Q1 		$128M Sell
7,981,726
-978,904
-11% -$15.8M 0.23% 81
2016
Q4 		$140M Buy
+8,960,630
New +$135M 0.27% 69

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

Russell Investments Group's UBS Position: Q1 2026 in Review

Russell Investments Group reduced its UBS Group (UBS) stake by 8% in Q1 2026, selling an estimated $28.9M and leaving 7,738,898 shares worth $295M. The position accounts for 0.32% of the portfolio, ranked #46.

Russell Investments Group first reported a position in UBS in Q4 2016 and has held it in 38 quarters since. The position peaked at $393M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Russell Investments Group held 7,738,898 shares of UBS Group worth $295M as of Q1 2026.
  • Russell Investments Group sold 675,518 UBS Group shares in Q1 2026, an estimated $28.9M.
  • UBS Group made up 0.32% of Russell Investments Group's portfolio in Q1 2026, its #46 holding.
  • Russell Investments Group first reported a position in UBS Group in Q4 2016 and has held it in 38 quarters since.
  • Russell Investments Group's UBS Group position peaked at $393M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Russell Investments Group's 13F filing for Q1 2026, filed 8 May 2026.