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 $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's BMO Position: Q1 2026 in Review

UBS Group increased its Bank of Montreal (BMO) stake by 58% in Q1 2026, buying an estimated $41.5M and bringing the position to 817,006 shares worth $111M. The position accounts for 0.02% of the portfolio, ranked #973.

UBS Group first reported a position in BMO in Q4 2014 and has held it in 46 quarters since. The position peaked at $277M in Q3 2025. 635 funds tracked by Wall St. Rank hold BMO as of Q1 2026.

  • UBS Group held 817,006 shares of Bank of Montreal worth $111M as of Q1 2026.
  • UBS Group bought 298,482 Bank of Montreal shares in Q1 2026, an estimated $41.5M.
  • Bank of Montreal made up 0.02% of UBS Group's portfolio in Q1 2026, its #973 holding.
  • UBS Group first reported a position in Bank of Montreal in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Bank of Montreal position peaked at $277M in Q3 2025.
  • 635 funds tracked by Wall St. Rank held Bank of Montreal as of Q1 2026.

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