UBS Group
ANNX icon

UBS Group’s Annexon ANNX Stock Holding History

UBS Group’s Portfolio ANNX Stock Details ANNX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.9M Buy
1,245,941
+868,837
+230% +$4.89M ﹤0.01% 3733
2025
Q4 		$1.89M Buy
377,104
+30,965
+9% +$118K ﹤0.01% 5029
2025
Q3 		$1.06M Buy
346,139
+21,017
+6% +$52.2K ﹤0.01% 5532
2025
Q2 		$780K Buy
325,122
+57,774
+22% +$116K ﹤0.01% 5652
2025
Q1 		$516K Sell
267,348
-61,373
-19% -$204K ﹤0.01% 5831
2024
Q4 		$1.69M Buy
328,721
+109,594
+50% +$674K ﹤0.01% 4895
2024
Q3 		$1.3M Buy
219,127
+143,554
+190% +$851K ﹤0.01% 4407
2024
Q2 		$370K Sell
75,573
-15,473
-17% -$80K ﹤0.01% 5230
2024
Q1 		$653K Buy
91,046
+41,460
+84% +$215K ﹤0.01% 4978
2023
Q4 		$225K Buy
49,586
+24,937
+101% +$61.7K ﹤0.01% 5712
2023
Q3 		$58.2K Sell
24,649
-2,282
-8% -$6.9K ﹤0.01% 6202
2023
Q2 		$94.8K Buy
+26,931
New +$118K ﹤0.01% 6049
2023
Q1 		– Sell
-4,100
Closed -$21.2K – 9562
2022
Q4 		$21.2K Buy
4,100
+1,210
+42% +$6.65K ﹤0.01% 7581
2022
Q3 		$18K Sell
2,890
-86,614
-97% -$468K ﹤0.01% 7506
2022
Q2 		$338K Buy
+89,504
New +$273K ﹤0.01% 4558
2022
Q1 		– Sell
-54,146
Closed -$622K – 10199
2021
Q4 		$622K Buy
+54,146
New +$875K ﹤0.01% 4802
2021
Q2 		– Sell
-364
Closed -$10K – 9360
2021
Q1 		$10K Sell
364
-8,403
-96% -$231K ﹤0.01% 7910
2020
Q4 		$219K Buy
8,767
+8,393
+2,244% +$216K ﹤0.01% 5187
2020
Q3 		$11K Buy
+374
New +$8.77K ﹤0.01% 6746

Other funds holding ANNX

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

UBS Group's ANNX Position: Q1 2026 in Review

UBS Group increased its Annexon (ANNX) stake by 230% in Q1 2026, buying an estimated $4.89M and bringing the position to 1,245,941 shares worth $6.9M. The position accounts for ﹤0.01% of the portfolio, ranked #3733.

UBS Group first reported a position in ANNX in Q3 2020 and has held it in 19 quarters since. 217 funds tracked by Wall St. Rank hold ANNX as of Q1 2026.

  • UBS Group held 1,245,941 shares of Annexon worth $6.9M as of Q1 2026.
  • UBS Group bought 868,837 Annexon shares in Q1 2026, an estimated $4.89M.
  • Annexon made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3733 holding.
  • UBS Group first reported a position in Annexon in Q3 2020 and has held it in 19 quarters since.
  • 217 funds tracked by Wall St. Rank held Annexon as of Q1 2026.

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