UBS Group
AMG icon

UBS Group’s Affiliated Managers Group AMG Stock Holding History

UBS Group’s Portfolio AMG Stock Details AMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,000
Closed -$97K – 7699
2018
Q4 		$97K Buy
+1,000
New +$113K ﹤0.01% 5576
2015
Q1 		– Sell
-700
Closed -$149K – 8752
2014
Q4 		$149K Buy
+700
New +$139K ﹤0.01% 5313

Other funds holding AMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's AMG Position: Q1 2026 in Review

UBS Group reduced its Affiliated Managers Group (AMG) stake by 56% in Q1 2026, selling an estimated $50.1M and leaving 129,121 shares worth $35.7M. The position accounts for 0.01% of the portfolio, ranked #1982.

UBS Group first reported a position in AMG in Q4 2014 and has held it in 46 quarters since. The position peaked at $85.2M in Q4 2025. 544 funds tracked by Wall St. Rank hold AMG as of Q1 2026.

  • UBS Group held 129,121 shares of Affiliated Managers Group worth $35.7M as of Q1 2026.
  • UBS Group sold 166,297 Affiliated Managers Group shares in Q1 2026, an estimated $50.1M.
  • Affiliated Managers Group made up 0.01% of UBS Group's portfolio in Q1 2026, its #1982 holding.
  • UBS Group first reported a position in Affiliated Managers Group in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Affiliated Managers Group position peaked at $85.2M in Q4 2025.
  • 544 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.