UBS Group
AVB

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
2019
Q3 		– Sell
-11,300
Closed -$2.3M – 7983
2019
Q2 		$2.3M Buy
+11,300
New +$2.29M ﹤0.01% 3026
2015
Q1 		– Sell
-60,100
Closed -$9.82M – 8792
2014
Q4 		$9.82M Buy
+60,100
New +$9.42M 0.01% 1521

Other funds holding AVB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Principal Financial Group
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.