TD Asset Management
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TD Asset Management’s UBS Group UBS Stock Holding History

TD 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 		$163M Buy
3,283,895
+732,525
+29% +$33.4M 0.14% 129
2026
Q1 		$98.4M Buy
2,551,370
+1,402,274
+122% +$60M 0.08% 193
2025
Q4 		$53.6M Sell
1,149,096
-1,227
-0.1% -$49.6K 0.04% 306
2025
Q3 		$47M Buy
1,150,323
+35,482
+3% +$1.38M 0.04% 331
2025
Q2 		$37.6M Buy
1,114,841
+32,968
+3% +$1.02M 0.03% 382
2025
Q1 		$32.9M Buy
1,081,873
+120,442
+13% +$4.02M 0.03% 399
2024
Q4 		$29.4M Sell
961,431
-239,691
-20% -$7.6M 0.03% 417
2024
Q3 		$37.4M Sell
1,201,122
-134,506
-10% -$4.04M 0.03% 358
2024
Q2 		$39.3M Buy
1,335,628
+116,412
+10% +$3.46M 0.04% 336
2024
Q1 		$37.6M Buy
1,219,216
+491,942
+68% +$14.5M 0.03% 347
2023
Q4 		$22.6M Buy
727,274
+9,421
+1% +$248K 0.02% 445
2023
Q3 		$17.8M Buy
717,853
+2,127
+0.3% +$49.7K 0.02% 452
2023
Q2 		$14.5M Sell
715,726
-29,614
-4% -$595K 0.02% 508
2023
Q1 		$15.7M Sell
745,340
-14,303
-2% -$298K 0.02% 490
2022
Q4 		$14.1M Sell
759,643
-51,500
-6% -$876K 0.02% 516
2022
Q3 		$11.9M Sell
811,143
-29,172
-3% -$467K 0.01% 542
2022
Q2 		$13.5M Sell
840,315
-20,133
-2% -$353K 0.02% 525
2022
Q1 		$17M Buy
860,448
+20,386
+2% +$386K 0.02% 514
2021
Q4 		$15.1M Sell
840,062
-57,045
-6% -$1M 0.01% 581
2021
Q3 		$14.4M Sell
897,107
-17,777
-2% -$288K 0.02% 561
2021
Q2 		$15.1M Buy
914,884
+15,742
+2% +$249K 0.02% 548
2021
Q1 		$14M Buy
+899,142
New +$13.8M 0.02% 553

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 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 $191B AUM 17.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

TD Asset Management's UBS Position: Q2 2026 in Review

TD Asset Management increased its UBS Group (UBS) stake by 29% in Q2 2026, buying an estimated $33.4M and bringing the position to 3,283,895 shares worth $163M. The position accounts for 0.14% of the portfolio, ranked #129.

TD Asset Management first reported a position in UBS in Q1 2021 and has held it in 22 quarters since. 609 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • TD Asset Management held 3,283,895 shares of UBS Group worth $163M as of Q2 2026.
  • TD Asset Management bought 732,525 UBS Group shares in Q2 2026, an estimated $33.4M.
  • UBS Group made up 0.14% of TD Asset Management's portfolio in Q2 2026, its #129 holding.
  • TD Asset Management first reported a position in UBS Group in Q1 2021 and has held it in 22 quarters since.
  • 609 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.