UBS Group’s KLA KLAC Stock Holding History

UBS Group’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$15M	Sell	102,000 -65,000	-39%	-$9.51M	﹤0.01%	2897
2025 Q4	$20.3M	Buy	167,000 +5,000	+3%	+$586K	﹤0.01%	2579
2025 Q3	$17.5M	Buy	162,000 +79,000	+95%	+$7.37M	﹤0.01%	2713
2025 Q2	$7.43M	Sell	83,000 -129,000	-61%	-$9.7M	﹤0.01%	3435
2025 Q1	$14.4M	Buy	212,000 +23,000	+12%	+$1.66M	﹤0.01%	2662
2024 Q4	$11.9M	Buy	189,000 +29,000	+18%	+$1.96M	﹤0.01%	2863
2024 Q3	$12.4M	Buy	160,000 +6,000	+4%	+$471K	﹤0.01%	2176
2024 Q2	$12.7M	Sell	154,000 -44,000	-22%	-$3.25M	﹤0.01%	2033
2024 Q1	$13.8M	Buy	198,000 +163,000	+466%	+$10.5M	﹤0.01%	1997
2023 Q4	$2.03M	Hold	35,000	–	–	﹤0.01%	3806
2023 Q3	$1.61M	Buy	+35,000	New	+$1.68M	﹤0.01%	3662
2022 Q3	–	Sell	-85,000	Closed	-$2.71M	–	10642
2022 Q2	$2.71M	Buy	85,000 +34,000	+67%	+$1.14M	﹤0.01%	2885
2022 Q1	$1.87M	Buy	51,000 +1,000	+2%	+$37.4K	﹤0.01%	3493
2021 Q4	$2.15M	Buy	+50,000	New	+$1.93M	﹤0.01%	3667
2020 Q1	–	Sell	-400,000	Closed	-$7.13M	–	8181
2019 Q4	$7.13M	Hold	400,000	–	–	﹤0.01%	2253
2019 Q3	$6.38M	Buy	400,000 +200,000	+100%	+$2.8M	﹤0.01%	2154
2019 Q2	$2.36M	Buy	+200,000	New	+$2.31M	﹤0.01%	2990
2019 Q1	–	Sell	-200,000	Closed	-$1.79M	–	7940
2018 Q4	$1.79M	Hold	200,000	–	–	﹤0.01%	3140
2018 Q3	$2.03M	Buy	+200,000	New	+$2.19M	﹤0.01%	3212
2016 Q1	–	Sell	-37,000	Closed	-$257K	–	7915
2015 Q4	$257K	Hold	37,000	–	–	﹤0.01%	4487
2015 Q3	$185K	Sell	37,000 -431,000	-92%	-$2.22M	﹤0.01%	4701
2015 Q2	$2.63M	Buy	468,000 +415,000	+783%	+$2.43M	﹤0.01%	2711
2015 Q1	$309K	Sell	53,000 -227,000	-81%	-$1.45M	﹤0.01%	4529
2014 Q4	$1.97M	Buy	+280,000	New	+$2.07M	﹤0.01%	2921

Other funds holding KLAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group's KLAC Position: Q1 2026 in Review

UBS Group increased its KLA (KLAC) stake by 2.5% in Q1 2026, buying an estimated $19.6M and bringing the position to 5,517,100 shares worth $812M. The position accounts for 0.12% of the portfolio, ranked #160.

UBS Group first reported a position in KLAC in Q4 2014 and has held it in 46 quarters since. 2,064 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

UBS Group held 5,517,100 shares of KLA worth $812M as of Q1 2026.
UBS Group bought 134,290 KLA shares in Q1 2026, an estimated $19.6M.
KLA made up 0.12% of UBS Group's portfolio in Q1 2026, its #160 holding.
UBS Group first reported a position in KLA in Q4 2014 and has held it in 46 quarters since.
2,064 funds tracked by Wall St. Rank held KLA as of Q1 2026.

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