UBS Group
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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
2016
Q2 		– Sell
-150,000
Closed -$9.1M – 7729
2016
Q1 		$9.1M Buy
+150,000
New +$8.22M 0.01% 1394
2015
Q3 		– Sell
-600
Closed -$36K – 8410
2015
Q2 		$36K Sell
600
-500
-45% -$31.4K ﹤0.01% 6301
2015
Q1 		$66K Buy
+1,100
New +$68.2K ﹤0.01% 5777

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. 657 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.
  • 657 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.