UBS Group
AVB icon

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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group's AVB Position: Q1 2026 in Review

UBS Group reduced its AvalonBay Communities (AVB) stake by 15% in Q1 2026, selling an estimated $18.1M and leaving 598,886 shares worth $97.8M. The position accounts for 0.01% of the portfolio, ranked #1069.

UBS Group first reported a position in AVB in Q4 2014 and has held it in 46 quarters since. The position peaked at $142M in Q3 2025. 743 funds tracked by Wall St. Rank hold AVB as of Q1 2026.

  • UBS Group held 598,886 shares of AvalonBay Communities worth $97.8M as of Q1 2026.
  • UBS Group sold 103,773 AvalonBay Communities shares in Q1 2026, an estimated $18.1M.
  • AvalonBay Communities made up 0.01% of UBS Group's portfolio in Q1 2026, its #1069 holding.
  • UBS Group first reported a position in AvalonBay Communities in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's AvalonBay Communities position peaked at $142M in Q3 2025.
  • 743 funds tracked by Wall St. Rank held AvalonBay Communities as of Q1 2026.

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