UBS Group
IT icon

UBS Group’s Gartner IT Stock Holding History

UBS Group’s Portfolio IT Stock Details IT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-15,000
Closed -$4.46M – 10614
2022
Q1 		$4.46M Buy
+15,000
New +$4.34M ﹤0.01% 2642
2020
Q2 		– Sell
-31,700
Closed -$3.16M – 8143
2020
Q1 		$3.16M Buy
+31,700
New +$4.34M ﹤0.01% 2331

Other funds holding IT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's IT Position: Q1 2026 in Review

UBS Group increased its Gartner (IT) stake by 17% in Q1 2026, buying an estimated $27.2M and bringing the position to 1,023,293 shares worth $162M. The position accounts for 0.02% of the portfolio, ranked #722.

UBS Group first reported a position in IT in Q4 2014 and has held it in 46 quarters since. The position peaked at $269M in Q2 2025. 712 funds tracked by Wall St. Rank hold IT as of Q1 2026.

  • UBS Group held 1,023,293 shares of Gartner worth $162M as of Q1 2026.
  • UBS Group bought 147,836 Gartner shares in Q1 2026, an estimated $27.2M.
  • Gartner made up 0.02% of UBS Group's portfolio in Q1 2026, its #722 holding.
  • UBS Group first reported a position in Gartner in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Gartner position peaked at $269M in Q2 2025.
  • 712 funds tracked by Wall St. Rank held Gartner as of Q1 2026.

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