UBS Group’s AvalonBay Communities AVB Stock Holding History

UBS Group’s Portfolio AVB Stock Details AVB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-57,600	Closed	-$10.4M	–	10472
2025 Q4	$10.4M	Buy	+57,600	New	+$10.5M	﹤0.01%	3239
2021 Q2	–	Sell	-88,000	Closed	-$16.2M	–	9372
2021 Q1	$16.2M	Buy	88,000 +87,000	+8,700%	+$15.2M	0.01%	1582
2020 Q4	$160K	Buy	+1,000	New	+$159K	﹤0.01%	5375
2019 Q3	–	Sell	-12,600	Closed	-$2.56M	–	7982
2019 Q2	$2.56M	Buy	+12,600	New	+$2.55M	﹤0.01%	2922

Other funds holding AVB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

UBS Group's AVB Position: Q2 2026 in Review

UBS Group reduced its AvalonBay Communities (AVB) stake by 43% in Q2 2026, selling an estimated $46.8M and leaving 340,150 shares worth $64.2M. The position accounts for 0.01% of the portfolio, ranked #1509.

UBS Group first reported a position in AVB in Q4 2014 and has held it in 47 quarters since. The position peaked at $142M in Q3 2025. 748 funds tracked by Wall St. Rank hold AVB as of Q2 2026.

UBS Group held 340,150 shares of AvalonBay Communities worth $64.2M as of Q2 2026.
UBS Group sold 258,736 AvalonBay Communities shares in Q2 2026, an estimated $46.8M.
AvalonBay Communities made up 0.01% of UBS Group's portfolio in Q2 2026, its #1509 holding.
UBS Group first reported a position in AvalonBay Communities in Q4 2014 and has held it in 47 quarters since.
UBS Group's AvalonBay Communities position peaked at $142M in Q3 2025.
748 funds tracked by Wall St. Rank held AvalonBay Communities as of Q2 2026.

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