UBS AM
XP icon

UBS AM’s XP XP Stock Holding History

UBS AM’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$142K Sell
8,734
-2,933,751
-100% -$52.3M ﹤0.01% 2777
2026
Q1 		$56M Buy
2,942,485
+551,196
+23% +$10.7M 0.01% 599
2025
Q4 		$39.1M Buy
+2,391,289
New +$42.1M 0.01% 666
2025
Q3 		– Sell
-2,757,858
Closed -$55.7M – 2639
2025
Q2 		$55.7M Buy
2,757,858
+128,283
+5% +$2.22M 0.01% 668
2025
Q1 		$36.2M Buy
2,629,575
+236,474
+10% +$3.26M 0.01% 757
2024
Q4 		$28.4M Buy
2,393,101
+695,837
+41% +$11M 0.01% 822
2024
Q3 		$30.4M Buy
1,697,264
+1,346,560
+384% +$24.5M 0.01% 807
2024
Q2 		$6.17M Sell
350,704
-32,640
-9% -$674K ﹤0.01% 1383
2024
Q1 		$9.84M Buy
383,344
+200,446
+110% +$5.03M ﹤0.01% 1008
2023
Q4 		$4.77M Sell
182,898
-230,126
-56% -$5.25M ﹤0.01% 1261
2023
Q3 		$9.52M Sell
413,024
-62,090
-13% -$1.56M ﹤0.01% 974
2023
Q2 		$5.64M Hold
475,114
– – ﹤0.01% 1175
2023
Q1 		$5.64M Buy
475,114
+375,316
+376% +$5.35M ﹤0.01% 1175
2022
Q4 		$1.53M Hold
99,798
– – ﹤0.01% 1659
2022
Q3 		$1.9M Buy
99,798
+11,267
+13% +$224K ﹤0.01% 1625
2022
Q2 		$1.59M Buy
88,531
+11,324
+15% +$261K ﹤0.01% 1722
2022
Q1 		$2.32M Buy
77,207
+60,749
+369% +$1.89M ﹤0.01% 1729
2021
Q4 		$473K Buy
16,458
+4,953
+43% +$161K ﹤0.01% 2583
2021
Q3 		$462K Sell
11,505
-348,753
-97% -$15.6M ﹤0.01% 2532
2021
Q2 		$15.7M Sell
360,258
-8,462
-2% -$350K 0.01% 961
2021
Q1 		$13.9M Buy
368,720
+5,376
+1% +$230K 0.01% 973
2020
Q4 		$14.4M Buy
+363,344
New +$14.8M 0.01% 933

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

UBS AM's XP Position: Q2 2026 in Review

UBS AM reduced its XP (XP) stake by 100% in Q2 2026, selling an estimated $52.3M and leaving 8,734 shares worth $142K. The position accounts for ﹤0.01% of the portfolio, ranked #2777.

UBS AM first reported a position in XP in Q4 2020 and has held it in 22 quarters since. The position peaked at $56M in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • UBS AM held 8,734 shares of XP worth $142K as of Q2 2026.
  • UBS AM sold 2,933,751 XP shares in Q2 2026, an estimated $52.3M.
  • XP made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2777 holding.
  • UBS AM first reported a position in XP in Q4 2020 and has held it in 22 quarters since.
  • UBS AM's XP position peaked at $56M in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

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