UBS Group
AMTD

UBS Group’s AMTD IDEA Group AMTD Stock Holding History

UBS Group’s Portfolio AMTD Stock Details AMTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.35K Buy
1,361
+185
+16% +$187 ﹤0.01% 9545
2025
Q4 		$1.16K Sell
1,176
-5,409
-82% -$5.71K ﹤0.01% 9681
2025
Q3 		$7.41K Sell
6,585
-9,071
-58% -$9.74K ﹤0.01% 8728
2025
Q2 		$15.4K Buy
+15,656
New +$15.9K ﹤0.01% 8611
2024
Q3 		– Sell
-4,989
Closed -$8.33K – 9470
2024
Q2 		$8.33K Buy
+4,989
New +$8.62K ﹤0.01% 7805
2024
Q1 		– Sell
-2,043
Closed -$3.68K – 9255
2023
Q4 		$3.68K Buy
2,043
+2,040
+68,000% +$4.83K ﹤0.01% 7939
2023
Q3 		$12 Sell
3
-58
-95% -$242 ﹤0.01% 9190
2023
Q2 		$288 Buy
+61
New +$298 ﹤0.01% 8327
2023
Q1 		– Sell
-2,899
Closed -$15.7K – 9555
2022
Q4 		$15.7K Sell
2,899
-2,820
-49% -$16.8K ﹤0.01% 7963
2022
Q3 		$41K Buy
+5,719
New +$65.8K ﹤0.01% 6536
2022
Q2 		– Sell
-271
Closed -$4K – 10267
2022
Q1 		$4K Sell
271
-101
-27% -$2.16K ﹤0.01% 9267
2021
Q4 		$7K Buy
+372
New +$8.08K ﹤0.01% 9134
2021
Q2 		– Sell
-96
Closed -$4K – 9358
2021
Q1 		$4K Buy
96
+79
+465% +$3.09K ﹤0.01% 8407
2020
Q4 		$1K Buy
+17
New +$691 ﹤0.01% 8192
2020
Q3 		– Sell
-69
Closed -$3K – 7952
2020
Q2 		$3K Buy
69
+5
+8% +$218 ﹤0.01% 7520
2020
Q1 		$3K Hold
64
– – ﹤0.01% 7463
2019
Q4 		$3K Sell
64
-300
-82% -$15K ﹤0.01% 7726
2019
Q3 		$20K Buy
+364
New +$20K ﹤0.01% 6728

Other funds holding AMTD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group's AMTD Position: Q1 2026 in Review

UBS Group increased its AMTD IDEA Group (AMTD) stake by 16% in Q1 2026, buying an estimated $187 and bringing the position to 1,361 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #9545.

UBS Group first reported a position in AMTD in Q3 2019 and has held it in 18 quarters since. The position peaked at $41K in Q3 2022. 9 funds tracked by Wall St. Rank hold AMTD as of Q1 2026.

  • UBS Group held 1,361 shares of AMTD IDEA Group worth $1.35K as of Q1 2026.
  • UBS Group bought 185 AMTD IDEA Group shares in Q1 2026, an estimated $187.
  • AMTD IDEA Group made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9545 holding.
  • UBS Group first reported a position in AMTD IDEA Group in Q3 2019 and has held it in 18 quarters since.
  • UBS Group's AMTD IDEA Group position peaked at $41K in Q3 2022.
  • 9 funds tracked by Wall St. Rank held AMTD IDEA Group as of Q1 2026.

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