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 $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group's AMG Position: Q2 2026 in Review

UBS Group increased its Affiliated Managers Group (AMG) stake by 36% in Q2 2026, buying an estimated $14.5M and bringing the position to 175,776 shares worth $59.5M. The position accounts for 0.01% of the portfolio, ranked #1572.

UBS Group first reported a position in AMG in Q4 2014 and has held it in 47 quarters since. The position peaked at $85.2M in Q4 2025. 565 funds tracked by Wall St. Rank hold AMG as of Q2 2026.

  • UBS Group held 175,776 shares of Affiliated Managers Group worth $59.5M as of Q2 2026.
  • UBS Group bought 46,655 Affiliated Managers Group shares in Q2 2026, an estimated $14.5M.
  • Affiliated Managers Group made up 0.01% of UBS Group's portfolio in Q2 2026, its #1572 holding.
  • UBS Group first reported a position in Affiliated Managers Group in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Affiliated Managers Group position peaked at $85.2M in Q4 2025.
  • 565 funds tracked by Wall St. Rank held Affiliated Managers Group as of Q2 2026.

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