UBS Group
BMO icon

UBS Group’s Bank of Montreal BMO Stock Holding History

UBS Group’s Portfolio BMO Stock Details BMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$169M Buy
953,638
+136,632
+17% +$21.5M 0.02% 769
2026
Q1 		$111M Buy
817,006
+298,482
+58% +$41.5M 0.02% 973
2025
Q4 		$67.3M Sell
518,524
-1,608,853
-76% -$204M 0.01% 1340
2025
Q3 		$277M Buy
2,127,377
+1,294,169
+155% +$153M 0.04% 426
2025
Q2 		$92.2M Buy
833,208
+127,799
+18% +$12.9M 0.02% 1026
2025
Q1 		$67.4M Buy
705,409
+433,692
+160% +$42.9M 0.01% 1207
2024
Q4 		$26.4M Sell
271,717
-97,640
-26% -$9.23M ﹤0.01% 2038
2024
Q3 		$33.3M Buy
369,357
+89,143
+32% +$7.6M 0.01% 1437
2024
Q2 		$23.5M Buy
280,214
+14,326
+5% +$1.3M 0.01% 1552
2024
Q1 		$26M Sell
265,888
-7,595
-3% -$717K 0.01% 1488
2023
Q4 		$27.1M Buy
273,483
+61,280
+29% +$5.12M 0.01% 1374
2023
Q3 		$17.9M Buy
212,203
+15,366
+8% +$1.35M 0.01% 1566
2023
Q2 		$17.8M Sell
196,837
-2,168
-1% -$192K 0.01% 1531
2023
Q1 		$17.7M Buy
199,005
+5,991
+3% +$568K 0.01% 1488
2022
Q4 		$17.5M Sell
193,014
-4,649
-2% -$430K 0.01% 1508
2022
Q3 		$17.3M Buy
197,663
+13,638
+7% +$1.32M 0.01% 1381
2022
Q2 		$17.7M Buy
184,025
+5,979
+3% +$635K 0.01% 1402
2022
Q1 		$21M Sell
178,046
-39,705
-18% -$4.6M 0.01% 1380
2021
Q4 		$23.5M Buy
217,751
+26,658
+14% +$2.87M 0.01% 1467
2021
Q3 		$19.1M Buy
191,093
+2,446
+1% +$246K 0.01% 1534
2021
Q2 		$19.3M Sell
188,647
-29,647
-14% -$2.93M 0.01% 1515
2021
Q1 		$19.5M Buy
218,294
+35,877
+20% +$2.93M 0.01% 1463
2020
Q4 		$13.9M Sell
182,417
-31,620
-15% -$2.16M ﹤0.01% 1599
2020
Q3 		$12.5M Buy
214,037
+29,257
+16% +$1.69M ﹤0.01% 1503
2020
Q2 		$9.8M Buy
184,780
+4,819
+3% +$246K ﹤0.01% 1527
2020
Q1 		$9.04M Sell
179,961
-18,514
-9% -$1.26M ﹤0.01% 1490
2019
Q4 		$15.4M Sell
198,475
-151,183
-43% -$11.4M 0.01% 1570
2019
Q3 		$25.8M Buy
349,658
+141,359
+68% +$10.3M 0.01% 1070
2019
Q2 		$15.7M Sell
208,299
-16,255
-7% -$1.24M 0.01% 1389
2019
Q1 		$16.8M Sell
224,554
-30,123
-12% -$2.23M 0.01% 1261
2018
Q4 		$16.6M Sell
254,677
-159,876
-39% -$11.9M 0.01% 1212
2018
Q3 		$34.2M Sell
414,553
-79,354
-16% -$6.38M 0.01% 871
2018
Q2 		$38.2M Buy
493,907
+20,924
+4% +$1.61M 0.02% 795
2018
Q1 		$35.7M Sell
472,983
-17,699
-4% -$1.39M 0.02% 809
2017
Q4 		$39.3M Sell
490,682
-85,945
-15% -$6.7M 0.02% 790
2017
Q3 		$43.7M Sell
576,627
-21,829
-4% -$1.63M 0.02% 665
2017
Q2 		$44M Buy
598,456
+111,401
+23% +$7.88M 0.02% 619
2017
Q1 		$36.4M Sell
487,055
-46,055
-9% -$3.48M 0.02% 686
2016
Q4 		$38.3M Sell
533,110
-60,312
-10% -$4.02M 0.02% 662
2016
Q3 		$38.9M Sell
593,422
-60,999
-9% -$3.96M 0.02% 622
2016
Q2 		$41.5M Sell
654,421
-14,614
-2% -$926K 0.03% 573
2016
Q1 		$40.6M Sell
669,035
-142,516
-18% -$7.81M 0.03% 540
2015
Q4 		$45.8M Buy
811,551
+49,474
+6% +$2.85M 0.03% 534
2015
Q3 		$41.6M Buy
762,077
+113,734
+18% +$6.25M 0.03% 533
2015
Q2 		$38.4M Buy
648,343
+25,277
+4% +$1.59M 0.03% 623
2015
Q1 		$37.4M Buy
623,066
+110,085
+21% +$6.83M 0.03% 624
2014
Q4 		$36.3M Buy
+512,981
New +$36.7M 0.03% 678

Other funds holding BMO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group's BMO Position: Q2 2026 in Review

UBS Group increased its Bank of Montreal (BMO) stake by 17% in Q2 2026, buying an estimated $21.5M and bringing the position to 953,638 shares worth $169M. The position accounts for 0.02% of the portfolio, ranked #769.

UBS Group first reported a position in BMO in Q4 2014 and has held it in 47 quarters since. The position peaked at $277M in Q3 2025. 655 funds tracked by Wall St. Rank hold BMO as of Q2 2026.

  • UBS Group held 953,638 shares of Bank of Montreal worth $169M as of Q2 2026.
  • UBS Group bought 136,632 Bank of Montreal shares in Q2 2026, an estimated $21.5M.
  • Bank of Montreal made up 0.02% of UBS Group's portfolio in Q2 2026, its #769 holding.
  • UBS Group first reported a position in Bank of Montreal in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Bank of Montreal position peaked at $277M in Q3 2025.
  • 655 funds tracked by Wall St. Rank held Bank of Montreal as of Q2 2026.

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