UBS Group
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UBS Group’s MongoDB MDB Stock Holding History

UBS Group’s Portfolio MDB Stock Details MDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.15M Sell
8,800
-38,200
-81% -$12.8M ﹤0.01% 4906
2025
Q4 		$19.7M Buy
47,000
+2,500
+6% +$910K ﹤0.01% 2606
2025
Q3 		$13.8M Sell
44,500
-12,300
-22% -$3.16M ﹤0.01% 2956
2025
Q2 		$11.9M Buy
56,800
+28,200
+99% +$5.21M ﹤0.01% 2904
2025
Q1 		$5.02M Buy
28,600
+11,600
+68% +$2.83M ﹤0.01% 3767
2024
Q4 		$3.96M Buy
+17,000
New +$4.8M ﹤0.01% 4086
2024
Q3 		– Sell
-900
Closed -$225K – 9849
2024
Q2 		$225K Buy
+900
New +$284K ﹤0.01% 5585
2023
Q2 		– Sell
-1,400
Closed -$326K – 9358
2023
Q1 		$326K Sell
1,400
-493
-26% -$103K ﹤0.01% 5015
2022
Q4 		$373K Buy
+1,893
New +$337K ﹤0.01% 4949
2022
Q3 		– Sell
-5,100
Closed -$1.32M – 10695
2022
Q2 		$1.32M Sell
5,100
-15,200
-75% -$4.75M ﹤0.01% 3490
2022
Q1 		$9.01M Buy
20,300
+3,100
+18% +$1.21M ﹤0.01% 2018
2021
Q4 		$9.11M Sell
17,200
-1,016
-6% -$520K ﹤0.01% 2227
2021
Q3 		$8.59M Sell
18,216
-27,984
-61% -$11.3M ﹤0.01% 2163
2021
Q2 		$16.7M Sell
46,200
-9,800
-18% -$3.03M 0.01% 1631
2021
Q1 		$15M Buy
+56,000
New +$19.8M 0.01% 1634
2020
Q1 		– Sell
-12,000
Closed -$1.58M – 8214
2019
Q4 		$1.58M Sell
12,000
-9,000
-43% -$1.18M ﹤0.01% 3785
2019
Q3 		$2.53M Hold
21,000
– – ﹤0.01% 3078
2019
Q2 		$3.19M Hold
21,000
– – ﹤0.01% 2719
2019
Q1 		$3.09M Sell
21,000
-3,500
-14% -$359K ﹤0.01% 2604
2018
Q4 		$2.05M Sell
24,500
-14,000
-36% -$1.08M ﹤0.01% 3013
2018
Q3 		$3.14M Buy
+38,500
New +$2.57M ﹤0.01% 2782

Other funds holding MDB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

UBS Group's MDB Position: Q1 2026 in Review

UBS Group reduced its MongoDB (MDB) stake by 10% in Q1 2026, selling an estimated $17.4M and leaving 465,701 shares worth $114M. The position accounts for 0.02% of the portfolio, ranked #952.

UBS Group first reported a position in MDB in Q4 2017 and has held it in 34 quarters since. The position peaked at $217M in Q4 2025. 811 funds tracked by Wall St. Rank hold MDB as of Q1 2026.

  • UBS Group held 465,701 shares of MongoDB worth $114M as of Q1 2026.
  • UBS Group sold 52,041 MongoDB shares in Q1 2026, an estimated $17.4M.
  • MongoDB made up 0.02% of UBS Group's portfolio in Q1 2026, its #952 holding.
  • UBS Group first reported a position in MongoDB in Q4 2017 and has held it in 34 quarters since.
  • UBS Group's MongoDB position peaked at $217M in Q4 2025.
  • 811 funds tracked by Wall St. Rank held MongoDB as of Q1 2026.

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