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TD Waterhouse Canada’s UBS Group UBS Stock Holding History

TD Waterhouse Canada’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 		$6.12M Buy
154,291
+134,168
+667% +$5.74M 0.02% 349
2025
Q4 		$932K Buy
20,123
+650
+3% +$26.3K 0.01% 582
2025
Q3 		$787K Sell
19,473
-525
-3% -$20.4K 0.01% 602
2025
Q2 		$675K Buy
19,998
+6,755
+51% +$209K ﹤0.01% 605
2025
Q1 		$402K Buy
13,243
+745
+6% +$24.8K ﹤0.01% 675
2024
Q4 		$379K Sell
12,498
-35
-0.3% -$1.11K ﹤0.01% 666
2024
Q3 		$386K Buy
12,533
+3,350
+36% +$101K ﹤0.01% 648
2024
Q2 		$275K Sell
9,183
-5,156
-36% -$153K ﹤0.01% 703
2024
Q1 		$421K Buy
14,339
+4,225
+42% +$125K ﹤0.01% 638
2023
Q4 		$313K Buy
10,114
+7,344
+265% +$193K ﹤0.01% 612
2023
Q3 		$79.3K Buy
2,770
+1,390
+101% +$32.5K ﹤0.01% 808
2023
Q2 		$30.4K Sell
1,380
-3,930
-74% -$79K ﹤0.01% 1044
2023
Q1 		$112K Buy
5,310
+4,000
+305% +$83.4K ﹤0.01% 747
2022
Q4 		$27K Sell
1,310
-65
-5% -$1.1K ﹤0.01% 1030
2022
Q3 		$22.3K Sell
1,375
-300
-18% -$4.8K ﹤0.01% 1072
2022
Q2 		$28.8K Sell
1,675
-688
-29% -$12.1K ﹤0.01% 1030
2022
Q1 		$46.6K Buy
2,363
+1,264
+115% +$23.9K ﹤0.01% 1010
2021
Q4 		$20.5K Buy
+1,099
New +$19.3K ﹤0.01% 1204

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

TD Waterhouse Canada's UBS Position: Q1 2026 in Review

TD Waterhouse Canada increased its UBS Group (UBS) stake by 667% in Q1 2026, buying an estimated $5.74M and bringing the position to 154,291 shares worth $6.12M. The position accounts for 0.02% of the portfolio, ranked #349.

TD Waterhouse Canada first reported a position in UBS in Q4 2021 and has held it in 18 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • TD Waterhouse Canada held 154,291 shares of UBS Group worth $6.12M as of Q1 2026.
  • TD Waterhouse Canada bought 134,168 UBS Group shares in Q1 2026, an estimated $5.74M.
  • UBS Group made up 0.02% of TD Waterhouse Canada's portfolio in Q1 2026, its #349 holding.
  • TD Waterhouse Canada first reported a position in UBS Group in Q4 2021 and has held it in 18 quarters since.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on TD Waterhouse Canada's 13F filing for Q1 2026, filed 12 May 2026.