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
-138,600
Closed -$10.9M – 10788
2025
Q4 		$10.9M Hold
138,600
– – ﹤0.01% 3194
2025
Q3 		$9.84M Sell
138,600
-146,800
-51% -$9.55M ﹤0.01% 3307
2025
Q2 		$17.3M Buy
285,400
+89,900
+46% +$5.12M ﹤0.01% 2522
2025
Q1 		$11.2M Sell
195,500
-18,700
-9% -$1.02M ﹤0.01% 2908
2024
Q4 		$10.6M Buy
214,200
+1,000
+0.5% +$46.4K ﹤0.01% 2975
2024
Q3 		$9.63M Buy
+213,200
New +$9.24M ﹤0.01% 2400
2020
Q1 		– Sell
-165,000
Closed -$6.45M – 8141
2019
Q4 		$6.45M Hold
165,000
– – ﹤0.01% 2353
2019
Q3 		$6.32M Buy
+165,000
New +$6.39M ﹤0.01% 2165
2019
Q2 		– Sell
-201,268
Closed -$8.07M – 7980
2019
Q1 		$8.07M Buy
201,268
+198,156
+6,367% +$7.98M ﹤0.01% 1834
2018
Q4 		$123K Buy
+3,112
New +$125K ﹤0.01% 5358
2018
Q2 		– Sell
-1,501
Closed -$67K – 8092
2018
Q1 		$67K Buy
+1,501
New +$71.4K ﹤0.01% 5499
2016
Q3 		– Sell
-257,136
Closed -$7.17M – 7787
2016
Q2 		$7.17M Buy
257,136
+18,856
+8% +$533K ﹤0.01% 1638
2016
Q1 		$6.61M Buy
238,280
+236,260
+11,696% +$6.99M ﹤0.01% 1628
2015
Q4 		$71K Hold
2,020
– – ﹤0.01% 5512
2015
Q3 		$68K Hold
2,020
– – ﹤0.01% 5537
2015
Q2 		$81K Sell
2,020
-815
-29% -$33.9K ﹤0.01% 5581
2015
Q1 		$106K Sell
2,835
-64,013
-96% -$2.49M ﹤0.01% 5357
2014
Q4 		$2.72M Buy
+66,848
New +$2.85M ﹤0.01% 2608

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

UBS Group's HSBC Position: Q1 2026 in Review

UBS Group increased its HSBC (HSBC) stake by 70% in Q1 2026, buying an estimated $21.3M and bringing the position to 608,194 shares worth $50.2M. The position accounts for 0.01% of the portfolio, ranked #1632.

UBS Group first reported a position in HSBC in Q4 2014 and has held it in 46 quarters since. The position peaked at $69.8M in Q4 2017. 639 funds tracked by Wall St. Rank hold HSBC as of Q1 2026.

  • UBS Group held 608,194 shares of HSBC worth $50.2M as of Q1 2026.
  • UBS Group bought 251,362 HSBC shares in Q1 2026, an estimated $21.3M.
  • HSBC made up 0.01% of UBS Group's portfolio in Q1 2026, its #1632 holding.
  • UBS Group first reported a position in HSBC in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's HSBC position peaked at $69.8M in Q4 2017.
  • 639 funds tracked by Wall St. Rank held HSBC as of Q1 2026.

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