UBS Group
HRB icon

UBS Group’s H&R Block HRB Stock Holding History

UBS Group’s Portfolio HRB Stock Details HRB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-40,000
Closed -$1.93M – 9624
2023
Q4 		$1.93M Buy
+40,000
New +$1.78M ﹤0.01% 3855
2020
Q3 		– Sell
-23,000
Closed -$328K – 8177
2020
Q2 		$328K Buy
+23,000
New +$363K ﹤0.01% 4450
2020
Q1 		– Sell
-30,100
Closed -$707K – 8140
2019
Q4 		$707K Sell
30,100
-25,000
-45% -$600K ﹤0.01% 4527
2019
Q3 		$1.3M Buy
+55,100
New +$1.46M ﹤0.01% 3727
2019
Q1 		– Sell
-287,500
Closed -$7.29M – 7895
2018
Q4 		$7.29M Buy
287,500
+187,500
+188% +$5.01M ﹤0.01% 1844
2018
Q3 		$2.58M Sell
100,000
-37,900
-27% -$962K ﹤0.01% 2997
2018
Q2 		$3.14M Sell
137,900
-38,200
-22% -$1.01M ﹤0.01% 2753
2018
Q1 		$4.47M Buy
176,100
+5,800
+3% +$153K ﹤0.01% 2416
2017
Q4 		$4.46M Buy
170,300
+153,700
+926% +$3.99M ﹤0.01% 2463
2017
Q3 		$440K Sell
16,600
-16,400
-50% -$476K ﹤0.01% 4308
2017
Q2 		$1.02M Sell
33,000
-34,300
-51% -$900K ﹤0.01% 3595
2017
Q1 		$1.56M Buy
+67,300
New +$1.5M ﹤0.01% 3156
2016
Q1 		– Sell
-400
Closed -$13K – 7859
2015
Q4 		$13K Sell
400
-136,000
-100% -$4.83M ﹤0.01% 7125
2015
Q3 		$4.94M Buy
136,400
+83,700
+159% +$2.83M ﹤0.01% 1926
2015
Q2 		$1.56M Buy
52,700
+48,500
+1,155% +$1.52M ﹤0.01% 3206
2015
Q1 		$135K Sell
4,200
-118,500
-97% -$3.97M ﹤0.01% 5186
2014
Q4 		$4.13M Buy
+122,700
New +$3.93M ﹤0.01% 2260

Other funds holding HRB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's HRB Position: Q1 2026 in Review

UBS Group reduced its H&R Block (HRB) stake by 0.02% in Q1 2026, selling an estimated $7.74K and leaving 934,695 shares worth $29.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

UBS Group first reported a position in HRB in Q4 2014 and has held it in 46 quarters since. The position peaked at $43.5M in Q4 2024. 482 funds tracked by Wall St. Rank hold HRB as of Q1 2026.

  • UBS Group held 934,695 shares of H&R Block worth $29.7M as of Q1 2026.
  • UBS Group sold 222 H&R Block shares in Q1 2026, an estimated $7.74K.
  • H&R Block made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2187 holding.
  • UBS Group first reported a position in H&R Block in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's H&R Block position peaked at $43.5M in Q4 2024.
  • 482 funds tracked by Wall St. Rank held H&R Block as of Q1 2026.

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