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
2018 Q2	–	Sell	-300	Closed	-$23K	–	7980
2018 Q1	$23K	Buy	+300	New	+$23.6K	﹤0.01%	6299
2017 Q3	–	Sell	-300	Closed	-$22K	–	7723
2017 Q2	$22K	Buy	300 +100	+50%	+$7.08K	﹤0.01%	6219
2017 Q1	$15K	Buy	+200	New	+$15.1K	﹤0.01%	6348
2016 Q1	–	Sell	-70,000	Closed	-$3.95M	–	7649
2015 Q4	$3.95M	Hold	70,000	–	–	﹤0.01%	2171
2015 Q3	$3.82M	Hold	70,000	–	–	﹤0.01%	2156
2015 Q2	$4.15M	Hold	70,000	–	–	﹤0.01%	2267
2015 Q1	$4.2M	Sell	70,000 -2,900	-4%	-$180K	﹤0.01%	2221
2014 Q4	$5.16M	Buy	+72,900	New	+$5.22M	﹤0.01%	2068

Other funds holding BMO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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.