UBS AM
HSBC icon

UBS AM’s HSBC HSBC Stock Holding History

UBS AM’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.8M Hold
50,430
– – ﹤0.01% 1630
2026
Q1 		$4.16M Buy
50,430
+41,140
+443% +$3.48M ﹤0.01% 1661
2025
Q4 		$731K Buy
+9,290
New +$664K ﹤0.01% 2238
2019
Q4 		– Sell
-2,167
Closed -$82.9K – 2651
2019
Q3 		$82.9K Sell
2,167
-26
-1% -$1.01K ﹤0.01% 2682
2019
Q2 		$91.5K Sell
2,193
-56
-2% -$2.35K ﹤0.01% 2648
2019
Q1 		$90.2K Sell
2,249
-102
-4% -$4.11K ﹤0.01% 2573
2018
Q4 		$93.2K Sell
2,351
-855
-27% -$34.2K ﹤0.01% 2524
2018
Q3 		$134K Sell
3,206
-35
-1% -$1.52K ﹤0.01% 2504
2018
Q2 		$144K Buy
3,241
+2,424
+297% +$111K ﹤0.01% 2530
2018
Q1 		$36.3K Buy
817
+84
+11% +$4K ﹤0.01% 2513
2017
Q4 		$34.6K Buy
733
+589
+409% +$26.6K ﹤0.01% 2454
2017
Q3 		$6.52K Sell
144
-2,567
-95% -$114K ﹤0.01% 2471
2017
Q2 		$115K Buy
2,711
+17
+0.6% +$660 ﹤0.01% 2327
2017
Q1 		$99.4K Buy
2,694
+134
+5% +$5.03K ﹤0.01% 2298
2016
Q4 		$93K Buy
+2,560
New +$90.7K ﹤0.01% 2258
2016
Q1 		– Sell
-217,398
Closed -$7.64M – 2643
2015
Q4 		$7.64M Buy
217,398
+993
+0.5% +$35.1K 0.01% 933
2015
Q3 		$7.3M Buy
216,405
+45,502
+27% +$1.7M 0.01% 953
2015
Q2 		$6.82M Buy
+170,903
New +$7.12M 0.01% 991
2015
Q1 		– Sell
-9,195
Closed -$374K – 2632
2014
Q4 		$374K Sell
9,195
-560
-6% -$23.9K ﹤0.01% 2091
2014
Q3 		$428K Sell
9,755
-103
-1% -$4.69K ﹤0.01% 1959
2014
Q2 		$431K Sell
9,858
-544
-5% -$24.2K ﹤0.01% 1976
2014
Q1 		$456K Sell
10,402
-5,217
-33% -$237K ﹤0.01% 1949
2013
Q4 		$742K Sell
15,619
-216,564
-93% -$10.3M ﹤0.01% 1624
2013
Q3 		$10.9M Buy
232,183
+3,334
+1% +$158K 0.01% 783
2013
Q2 		$10.2M Buy
+228,849
New +$10.7M 0.01% 756

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS AM's HSBC Position: Q2 2026 in Review

UBS AM held its HSBC (HSBC) position steady in Q2 2026 at 50,430 shares worth $4.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1630.

UBS AM first reported a position in HSBC in Q2 2013 and has held it in 25 quarters since. The position peaked at $10.9M in Q3 2013. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • UBS AM held 50,430 shares of HSBC worth $4.8M as of Q2 2026.
  • UBS AM left its HSBC share count unchanged in Q2 2026.
  • HSBC made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1630 holding.
  • UBS AM first reported a position in HSBC in Q2 2013 and has held it in 25 quarters since.
  • UBS AM's HSBC position peaked at $10.9M in Q3 2013.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.