State of Wisconsin Investment Board
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State of Wisconsin Investment Board’s UBS Group UBS Stock Holding History

State of Wisconsin Investment Board’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 		$44.5M Sell
1,164,155
-95,930
-8% -$4.11M 0.1% 167
2025
Q4 		$58.8M Buy
+1,260,085
New +$50.9M 0.13% 125
2023
Q4 		– Sell
-1,062,208
Closed -$26.3M – 2577
2023
Q3 		$26.3M Buy
1,062,208
+66,441
+7% +$1.55M 0.08% 226
2023
Q2 		$20.1M Sell
995,767
-60,274
-6% -$1.21M 0.06% 340
2023
Q1 		$22.3M Buy
+1,056,041
New +$22M 0.07% 300
2022
Q2 		– Sell
-1,425,377
Closed -$28.1M – 2875
2022
Q1 		$28.1M Buy
1,425,377
+714,192
+100% +$13.5M 0.06% 327
2021
Q4 		$12.8M Sell
711,185
-318,924
-31% -$5.61M 0.02% 668
2021
Q3 		$16.6M Buy
1,030,109
+55,972
+6% +$907K 0.03% 541
2021
Q2 		$14.9M Sell
974,137
-359,272
-27% -$5.67M 0.03% 571
2021
Q1 		$20.7M Sell
1,333,409
-61,439
-4% -$944K 0.04% 429
2020
Q4 		$19.7M Sell
1,394,848
-94,376
-6% -$1.25M 0.05% 417
2020
Q3 		$16.7M Sell
1,489,224
-83,522
-5% -$1M 0.04% 434
2020
Q2 		$18.1M Sell
1,572,746
-1,949,352
-55% -$20.1M 0.05% 377
2020
Q1 		$32.9M Buy
3,522,098
+1,674
+0% +$19.3K 0.11% 199
2019
Q4 		$44.4M Sell
3,520,424
-8,054
-0.2% -$95.8K 0.11% 202
2019
Q3 		$40.1M Buy
3,528,478
+275,033
+8% +$3.1M 0.11% 203
2019
Q2 		$38.7M Sell
3,253,445
-510,340
-14% -$6.25M 0.11% 213
2019
Q1 		$45.6M Buy
3,763,785
+982,219
+35% +$12.4M 0.13% 169
2018
Q4 		$34.5M Sell
2,781,566
-710,521
-20% -$9.64M 0.11% 194
2018
Q3 		$55.4M Sell
3,492,087
-340,651
-9% -$5.36M 0.15% 132
2018
Q2 		$59.2M Sell
3,832,738
-23,481
-0.6% -$382K 0.17% 126
2018
Q1 		$67.6M Sell
3,856,219
-332,070
-8% -$6.31M 0.2% 109
2017
Q4 		$77.1M Sell
4,188,289
-104,559
-2% -$1.82M 0.21% 99
2017
Q3 		$73.4M Buy
4,292,848
+22,824
+0.5% +$390K 0.22% 101
2017
Q2 		$72.4M Buy
4,270,024
+234,237
+6% +$3.81M 0.23% 93
2017
Q1 		$64.6M Sell
4,035,787
-558,536
-12% -$8.99M 0.25% 85
2016
Q4 		$72.1M Sell
4,594,323
-146,500
-3% -$2.21M 0.31% 66
2016
Q3 		$64.7M Buy
4,740,823
+422,504
+10% +$5.75M 0.25% 74
2016
Q2 		$55.7M Sell
4,318,319
-75,305
-2% -$1.15M 0.22% 87
2016
Q1 		$71.1M Buy
4,393,624
+88,265
+2% +$1.43M 0.28% 71
2015
Q4 		$84M Buy
4,305,359
+827,622
+24% +$16.2M 0.32% 61
2015
Q3 		$64.1M Sell
3,477,737
-159,803
-4% -$3.39M 0.25% 80
2015
Q2 		$77.2M Buy
3,637,540
+307,249
+9% +$6.42M 0.27% 72
2015
Q1 		$62.8M Sell
3,330,291
-75,530
-2% -$1.31M 0.22% 102
2014
Q4 		$58.6M Buy
+3,405,821
New +$58.3M 0.2% 112

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

State of Wisconsin Investment Board's UBS Position: Q1 2026 in Review

State of Wisconsin Investment Board reduced its UBS Group (UBS) stake by 7.6% in Q1 2026, selling an estimated $4.11M and leaving 1,164,155 shares worth $44.5M. The position accounts for 0.1% of the portfolio, ranked #167.

State of Wisconsin Investment Board first reported a position in UBS in Q4 2014 and has held it in 35 quarters since. The position peaked at $84M in Q4 2015. 683 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • State of Wisconsin Investment Board held 1,164,155 shares of UBS Group worth $44.5M as of Q1 2026.
  • State of Wisconsin Investment Board sold 95,930 UBS Group shares in Q1 2026, an estimated $4.11M.
  • UBS Group made up 0.1% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #167 holding.
  • State of Wisconsin Investment Board first reported a position in UBS Group in Q4 2014 and has held it in 35 quarters since.
  • State of Wisconsin Investment Board's UBS Group position peaked at $84M in Q4 2015.
  • 683 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.