UBS Group
FSV icon

UBS Group’s FirstService FSV Stock Holding History

UBS Group’s Portfolio FSV Stock Details FSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.4M Sell
96,118
-78,349
-45% -$11.9M ﹤0.01% 3039
2025
Q4 		$27.1M Buy
174,467
+50,263
+40% +$8.18M ﹤0.01% 2291
2025
Q3 		$23.7M Buy
124,204
+70,018
+129% +$13.5M ﹤0.01% 2379
2025
Q2 		$9.46M Sell
54,186
-6,483
-11% -$1.12M ﹤0.01% 3134
2025
Q1 		$10.1M Sell
60,669
-16,809
-22% -$2.95M ﹤0.01% 3033
2024
Q4 		$14M Buy
77,478
+19,328
+33% +$3.61M ﹤0.01% 2704
2024
Q3 		$10.6M Buy
58,150
+3,728
+7% +$641K ﹤0.01% 2304
2024
Q2 		$8.29M Buy
54,422
+32,844
+152% +$4.96M ﹤0.01% 2386
2024
Q1 		$3.58M Buy
21,578
+2,762
+15% +$456K ﹤0.01% 3334
2023
Q4 		$3.05M Buy
18,816
+6,341
+51% +$959K ﹤0.01% 3340
2023
Q3 		$1.82M Buy
12,475
+248
+2% +$37.9K ﹤0.01% 3531
2023
Q2 		$1.88M Buy
12,227
+2,145
+21% +$312K ﹤0.01% 3588
2023
Q1 		$1.42M Sell
10,082
-1,419
-12% -$196K ﹤0.01% 3773
2022
Q4 		$1.41M Sell
11,501
-114
-1% -$14.1K ﹤0.01% 3741
2022
Q3 		$1.38M Buy
11,615
+4,017
+53% +$513K ﹤0.01% 3470
2022
Q2 		$921K Sell
7,598
-1,927
-20% -$243K ﹤0.01% 3803
2022
Q1 		$1.38M Sell
9,525
-485
-5% -$73.8K ﹤0.01% 3787
2021
Q4 		$1.97M Buy
10,010
+1,415
+16% +$273K ﹤0.01% 3748
2021
Q3 		$1.55M Sell
8,595
-2,210
-20% -$409K ﹤0.01% 3806
2021
Q2 		$1.85M Buy
10,805
+3,588
+50% +$589K ﹤0.01% 3641
2021
Q1 		$1.07M Buy
7,217
+796
+12% +$116K ﹤0.01% 4175
2020
Q4 		$879K Sell
6,421
-2,140
-25% -$288K ﹤0.01% 4115
2020
Q3 		$1.13M Buy
8,561
+781
+10% +$92.2K ﹤0.01% 3549
2020
Q2 		$783K Buy
7,780
+115
+2% +$10.2K ﹤0.01% 3723
2020
Q1 		$591K Sell
7,665
-8,080
-51% -$775K ﹤0.01% 3808
2019
Q4 		$1.47M Buy
15,745
+1,170
+8% +$110K ﹤0.01% 3859
2019
Q3 		$1.5M Buy
14,575
+2,923
+25% +$298K ﹤0.01% 3597
2019
Q2 		$1.12M Sell
11,652
-654
-5% -$59.2K ﹤0.01% 3668
2019
Q1 		$1.1M Buy
12,306
+4,508
+58% +$371K ﹤0.01% 3505
2018
Q4 		$534K Hold
7,798
– – ﹤0.01% 4216
2018
Q3 		$660K Sell
7,798
-200
-3% -$16.6K ﹤0.01% 4201
2018
Q2 		$608K Buy
7,998
+1,000
+14% +$71.7K ﹤0.01% 4176
2018
Q1 		$512K Buy
6,998
+4,523
+183% +$313K ﹤0.01% 4182
2017
Q4 		$173K Sell
2,475
-354
-13% -$24.4K ﹤0.01% 5015
2017
Q3 		$186K Sell
2,829
-163
-5% -$10.6K ﹤0.01% 4889
2017
Q2 		$192K Sell
2,992
-435
-13% -$27K ﹤0.01% 4773
2017
Q1 		$206K Buy
3,427
+600
+21% +$32.3K ﹤0.01% 4637
2016
Q4 		$134K Hold
2,827
– – ﹤0.01% 5080
2016
Q3 		$132K Sell
2,827
-1,865
-40% -$89.2K ﹤0.01% 4823
2016
Q2 		$216K Buy
4,692
+1,265
+37% +$56.7K ﹤0.01% 4496
2016
Q1 		$141K Sell
3,427
-27
-0.8% -$1.02K ﹤0.01% 4729
2015
Q4 		$139K Sell
3,454
-2,280
-40% -$84K ﹤0.01% 4955
2015
Q3 		$185K Buy
5,734
+145
+3% +$4.5K ﹤0.01% 4700
2015
Q2 		$156K Buy
+5,589
New +$147K ﹤0.01% 5080

Other funds holding FSV

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's FSV Position: Q1 2026 in Review

UBS Group reduced its FirstService (FSV) stake by 45% in Q1 2026, selling an estimated $11.9M and leaving 96,118 shares worth $13.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3039.

UBS Group first reported a position in FSV in Q2 2015 and has held it in 44 quarters since. The position peaked at $27.1M in Q4 2025. 298 funds tracked by Wall St. Rank hold FSV as of Q1 2026.

  • UBS Group held 96,118 shares of FirstService worth $13.4M as of Q1 2026.
  • UBS Group sold 78,349 FirstService shares in Q1 2026, an estimated $11.9M.
  • FirstService made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3039 holding.
  • UBS Group first reported a position in FirstService in Q2 2015 and has held it in 44 quarters since.
  • UBS Group's FirstService position peaked at $27.1M in Q4 2025.
  • 298 funds tracked by Wall St. Rank held FirstService as of Q1 2026.

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