UBS Group
HSBC icon

UBS Group’s HSBC HSBC Stock Holding History

UBS Group’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-136,900
Closed -$10.8M – 10787
2025
Q4 		$10.8M Hold
136,900
– – ﹤0.01% 3211
2025
Q3 		$9.72M Buy
136,900
+50,000
+58% +$3.25M ﹤0.01% 3320
2025
Q2 		$5.28M Buy
86,900
+3,100
+4% +$176K ﹤0.01% 3826
2025
Q1 		$4.81M Sell
83,800
-68,700
-45% -$3.76M ﹤0.01% 3816
2024
Q4 		$7.54M Hold
152,500
– – ﹤0.01% 3376
2024
Q3 		$6.89M Buy
+152,500
New +$6.61M ﹤0.01% 2746
2019
Q2 		– Sell
-133,571
Closed -$5.36M – 7979
2019
Q1 		$5.36M Buy
+133,571
New +$5.38M ﹤0.01% 2154
2017
Q4 		– Sell
-876
Closed -$40K – 7950
2017
Q3 		$40K Buy
+876
New +$38.7K ﹤0.01% 5957
2016
Q3 		– Sell
-230,872
Closed -$6.44M – 7786
2016
Q2 		$6.44M Sell
230,872
-7,408
-3% -$209K ﹤0.01% 1737
2016
Q1 		$6.61M Buy
238,280
+229,941
+2,757% +$6.8M ﹤0.01% 1627
2015
Q4 		$293K Buy
8,339
+1,717
+26% +$60.6K ﹤0.01% 4368
2015
Q3 		$223K Hold
6,622
– – ﹤0.01% 4542
2015
Q2 		$264K Sell
6,622
-70
-1% -$2.92K ﹤0.01% 4637
2015
Q1 		$251K Sell
6,692
-9,904
-60% -$386K ﹤0.01% 4700
2014
Q4 		$675K Buy
+16,596
New +$708K ﹤0.01% 3920

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

UBS Group's HSBC Position: Q2 2026 in Review

UBS Group reduced its HSBC (HSBC) stake by 24% in Q2 2026, selling an estimated $13.2M and leaving 463,366 shares worth $44.1M. The position accounts for 0.01% of the portfolio, ranked #1869.

UBS Group first reported a position in HSBC in Q4 2014 and has held it in 47 quarters since. The position peaked at $69.8M in Q4 2017. 710 funds tracked by Wall St. Rank hold HSBC as of Q2 2026.

  • UBS Group held 463,366 shares of HSBC worth $44.1M as of Q2 2026.
  • UBS Group sold 144,828 HSBC shares in Q2 2026, an estimated $13.2M.
  • HSBC made up 0.01% of UBS Group's portfolio in Q2 2026, its #1869 holding.
  • UBS Group first reported a position in HSBC in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's HSBC position peaked at $69.8M in Q4 2017.
  • 710 funds tracked by Wall St. Rank held HSBC as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.