UBS Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.96B | Buy |
11,923,338
+1,281,069
| +12% | +$222M | 0.29% | 55 |
|
|
2025
Q4 | $1.89B | Buy |
10,642,269
+309,411
| +3% | +$51.6M | 0.31% | 43 |
|
|
2025
Q3 | $1.64B | Sell |
10,332,858
-788,745
| -7% | -$116M | 0.26% | 53 |
|
|
2025
Q2 | $1.57B | Sell |
11,121,603
-1,005,119
| -8% | -$123M | 0.27% | 53 |
|
|
2025
Q1 | $1.41B | Buy |
12,126,722
+1,159,371
| +11% | +$149M | 0.26% | 57 |
|
|
2024
Q4 | $1.38B | Buy |
10,967,351
+535,973
| +5% | +$66M | 0.25% | 55 |
|
|
2024
Q3 | $1.09B | Buy |
10,431,378
+468,128
| +5% | +$47.1M | 0.24% | 73 |
|
|
2024
Q2 | $968M | Buy |
9,963,250
+1,191,232
| +14% | +$113M | 0.24% | 76 |
|
|
2024
Q1 | $826M | Buy |
8,772,018
+1,535,188
| +21% | +$135M | 0.21% | 91 |
|
|
2023
Q4 | $675M | Sell |
7,236,830
-314,900
| -4% | -$25.2M | 0.2% | 97 |
|
|
2023
Q3 | $617M | Buy |
7,551,730
+377,831
| +5% | +$32.8M | 0.21% | 94 |
|
|
2023
Q2 | $613M | Buy |
7,173,899
+829,658
| +13% | +$71M | 0.21% | 104 |
|
|
2023
Q1 | $557M | Sell |
6,344,241
-917,822
| -13% | -$85.7M | 0.2% | 102 |
|
|
2022
Q4 | $617M | Buy |
7,262,063
+579,577
| +9% | +$49.4M | 0.23% | 87 |
|
|
2022
Q3 | $528M | Buy |
6,682,486
+514,460
| +8% | +$43.4M | 0.23% | 91 |
|
|
2022
Q2 | $469M | Sell |
6,168,026
-937,686
| -13% | -$76.8M | 0.19% | 110 |
|
|
2022
Q1 | $621M | Buy |
7,105,712
+1,590,808
| +29% | +$153M | 0.21% | 106 |
|
|
2021
Q4 | $541M | Sell |
5,514,904
-35,982
| -0.6% | -$3.58M | 0.16% | 129 |
|
|
2021
Q3 | $540M | Sell |
5,550,886
-15,921
| -0.3% | -$1.58M | 0.17% | 126 |
|
|
2021
Q2 | $510M | Buy |
5,566,807
+581,582
| +12% | +$49.9M | 0.16% | 120 |
|
|
2021
Q1 | $387M | Sell |
4,985,225
-573,370
| -10% | -$43.9M | 0.13% | 162 |
|
|
2020
Q4 | $381M | Buy |
5,558,595
+192,317
| +4% | +$11M | 0.13% | 179 |
|
|
2020
Q3 | $259M | Buy |
5,366,278
+1,529,035
| +40% | +$77M | 0.1% | 208 |
|
|
2020
Q2 | $185M | Buy |
3,837,243
+1,129,216
| +42% | +$47.4M | 0.08% | 248 |
|
|
2020
Q1 | $92.1M | Sell |
2,708,027
-1,654,377
| -38% | -$77.9M | 0.04% | 368 |
|
|
2019
Q4 | $223M | Sell |
4,362,404
-446,690
| -9% | -$21.1M | 0.08% | 246 |
|
|
2019
Q3 | $205M | Buy |
4,809,094
+359,671
| +8% | +$15.4M | 0.08% | 239 |
|
|
2019
Q2 | $195M | Buy |
4,449,423
+698,527
| +19% | +$31.2M | 0.08% | 247 |
|
|
2019
Q1 | $158M | Buy |
3,750,896
+1,429,411
| +62% | +$60.2M | 0.07% | 267 |
|
|
2018
Q4 | $92M | Sell |
2,321,485
-575,969
| -20% | -$25.1M | 0.04% | 393 |
|
|
2018
Q3 | $135M | Buy |
2,897,454
+537,921
| +23% | +$26.3M | 0.05% | 321 |
|
|
2018
Q2 | $112M | Sell |
2,359,533
-306,803
| -12% | -$16M | 0.05% | 370 |
|
|
2018
Q1 | $144M | Sell |
2,666,336
-246,129
| -8% | -$13.6M | 0.06% | 291 |
|
|
2017
Q4 | $153M | Buy |
2,912,465
+159,063
| +6% | +$8.04M | 0.06% | 300 |
|
|
2017
Q3 | $133M | Buy |
2,753,402
+445,116
| +19% | +$20.6M | 0.06% | 303 |
|
|
2017
Q2 | $103M | Sell |
2,308,286
-905,984
| -28% | -$39.1M | 0.05% | 357 |
|
|
2017
Q1 | $138M | Sell |
3,214,270
-1,730,485
| -35% | -$76.8M | 0.08% | 273 |
|
|
2016
Q4 | $209M | Buy |
4,944,755
+862,614
| +21% | +$32.6M | 0.12% | 196 |
|
|
2016
Q3 | $131M | Buy |
4,082,141
+312,924
| +8% | +$9.33M | 0.08% | 262 |
|
|
2016
Q2 | $97.9M | Sell |
3,769,217
-1,597,647
| -30% | -$41.8M | 0.06% | 309 |
|
|
2016
Q1 | $134M | Buy |
5,366,864
+1,770,850
| +49% | +$45.2M | 0.09% | 226 |
|
|
2015
Q4 | $114M | Sell |
3,596,014
-679,254
| -16% | -$22.6M | 0.07% | 267 |
|
|
2015
Q3 | $135M | Buy |
4,275,268
+831,877
| +24% | +$30.3M | 0.1% | 220 |
|
|
2015
Q2 | $134M | Sell |
3,443,391
-512,387
| -13% | -$19.5M | 0.09% | 243 |
|
|
2015
Q1 | $141M | Buy |
3,955,778
+191,402
| +5% | +$6.87M | 0.1% | 231 |
|
|
2014
Q4 | $146M | Buy |
+3,764,376
| New | +$134M | 0.1% | 212 |
|
Other funds holding MS
VCM
VPM
UBS Group's MS Position: Q1 2026 in Review
UBS Group increased its Morgan Stanley (MS) stake by 12% in Q1 2026, buying an estimated $222M and bringing the position to 11,923,338 shares worth $1.96B. The position accounts for 0.29% of the portfolio, ranked #55.
UBS Group first reported a position in MS in Q4 2014 and has held it in 46 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- UBS Group held 11,923,338 shares of Morgan Stanley worth $1.96B as of Q1 2026.
- UBS Group bought 1,281,069 Morgan Stanley shares in Q1 2026, an estimated $222M.
- Morgan Stanley made up 0.29% of UBS Group's portfolio in Q1 2026, its #55 holding.
- UBS Group first reported a position in Morgan Stanley in Q4 2014 and has held it in 46 quarters since.
- 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.