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 | $107M | Sell |
650,977
-388,073
| -37% | -$67.2M | 0.02% | 1000 |
|
|
2025
Q4 | $184M | Sell |
1,039,050
-938,700
| -47% | -$157M | 0.03% | 616 |
|
|
2025
Q3 | $314M | Buy |
1,977,750
+810,100
| +69% | +$120M | 0.05% | 379 |
|
|
2025
Q2 | $164M | Buy |
1,167,650
+117,639
| +11% | +$14.4M | 0.03% | 633 |
|
|
2025
Q1 | $123M | Sell |
1,050,011
-975,523
| -48% | -$126M | 0.02% | 795 |
|
|
2024
Q4 | $255M | Sell |
2,025,534
-4,067,584
| -67% | -$501M | 0.05% | 400 |
|
|
2024
Q3 | $635M | Buy |
6,093,118
+318,578
| +6% | +$32.1M | 0.14% | 140 |
|
|
2024
Q2 | $561M | Sell |
5,774,540
-324,426
| -5% | -$30.9M | 0.14% | 134 |
|
|
2024
Q1 | $574M | Sell |
6,098,966
-70,160
| -1% | -$6.18M | 0.14% | 136 |
|
|
2023
Q4 | $575M | Buy |
6,169,126
+457,420
| +8% | +$36.6M | 0.17% | 118 |
|
|
2023
Q3 | $466M | Buy |
5,711,706
+259,700
| +5% | +$22.5M | 0.16% | 127 |
|
|
2023
Q2 | $466M | Buy |
5,452,006
+242,600
| +5% | +$20.7M | 0.16% | 134 |
|
|
2023
Q1 | $457M | Buy |
5,209,406
+64,256
| +1% | +$6M | 0.17% | 119 |
|
|
2022
Q4 | $437M | Buy |
5,145,150
+3,991,060
| +346% | +$340M | 0.16% | 131 |
|
|
2022
Q3 | $91.2M | Buy |
1,154,090
+337,150
| +41% | +$28.4M | 0.04% | 459 |
|
|
2022
Q2 | $62.1M | Buy |
816,940
+86,040
| +12% | +$7.05M | 0.03% | 624 |
|
|
2022
Q1 | $63.9M | Buy |
730,900
+77,000
| +12% | +$7.43M | 0.02% | 716 |
|
|
2021
Q4 | $64.2M | Sell |
653,900
-287,816
| -31% | -$28.7M | 0.02% | 806 |
|
|
2021
Q3 | $91.6M | Buy |
941,716
+77,071
| +9% | +$7.64M | 0.03% | 564 |
|
|
2021
Q2 | $79.3M | Sell |
864,645
-371,467
| -30% | -$31.9M | 0.03% | 611 |
|
|
2021
Q1 | $96M | Sell |
1,236,112
-54,188
| -4% | -$4.15M | 0.03% | 535 |
|
|
2020
Q4 | $88.4M | Sell |
1,290,300
-1,191,100
| -48% | -$68.3M | 0.03% | 526 |
|
|
2020
Q3 | $120M | Buy |
2,481,400
+2,006,200
| +422% | +$101M | 0.05% | 355 |
|
|
2020
Q2 | $23M | Buy |
475,200
+191,200
| +67% | +$8.03M | 0.01% | 1015 |
|
|
2020
Q1 | $9.66M | Sell |
284,000
-804,400
| -74% | -$37.9M | ﹤0.01% | 1433 |
|
|
2019
Q4 | $55.6M | Buy |
1,088,400
+423,700
| +64% | +$20.1M | 0.02% | 722 |
|
|
2019
Q3 | $28.4M | Buy |
664,700
+144
| +0% | +$6.15K | 0.01% | 1007 |
|
|
2019
Q2 | $29.1M | Sell |
664,556
-58,294
| -8% | -$2.6M | 0.01% | 970 |
|
|
2019
Q1 | $30.5M | Buy |
722,850
+115,776
| +19% | +$4.87M | 0.01% | 893 |
|
|
2018
Q4 | $24.1M | Buy |
607,074
+23,358
| +4% | +$1.02M | 0.01% | 963 |
|
|
2018
Q3 | $27.2M | Buy |
583,716
+283,716
| +95% | +$13.9M | 0.01% | 1008 |
|
|
2018
Q2 | $14.2M | Buy |
300,000
+40,628
| +16% | +$2.12M | 0.01% | 1424 |
|
|
2018
Q1 | $14M | Sell |
259,372
-288,600
| -53% | -$16M | 0.01% | 1417 |
|
|
2017
Q4 | $28.8M | Buy |
547,972
+176,772
| +48% | +$8.94M | 0.01% | 954 |
|
|
2017
Q3 | $17.9M | Sell |
371,200
-478,368
| -56% | -$22.2M | 0.01% | 1170 |
|
|
2017
Q2 | $37.9M | Sell |
849,568
-261,062
| -24% | -$11.3M | 0.02% | 700 |
|
|
2017
Q1 | $47.6M | Sell |
1,110,630
-1,839,370
| -62% | -$81.6M | 0.03% | 568 |
|
|
2016
Q4 | $125M | Sell |
2,950,000
-152,783
| -5% | -$5.78M | 0.07% | 283 |
|
|
2016
Q3 | $99.5M | Buy |
3,102,783
+2,043,491
| +193% | +$61M | 0.06% | 318 |
|
|
2016
Q2 | $27.5M | Buy |
1,059,292
+459,292
| +77% | +$12M | 0.02% | 755 |
|
|
2016
Q1 | $15M | Sell |
600,000
-270,000
| -31% | -$6.89M | 0.01% | 1067 |
|
|
2015
Q4 | $27.7M | Buy |
870,000
+102,000
| +13% | +$3.39M | 0.02% | 774 |
|
|
2015
Q3 | $24.2M | Buy |
768,000
+148,700
| +24% | +$5.41M | 0.02% | 777 |
|
|
2015
Q2 | $24M | Buy |
619,300
+321,500
| +108% | +$12.2M | 0.02% | 862 |
|
|
2015
Q1 | $10.6M | Buy |
297,800
+72,400
| +32% | +$2.6M | 0.01% | 1426 |
|
|
2014
Q4 | $8.75M | Buy |
+225,400
| New | +$8.02M | 0.01% | 1605 |
|
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. 2,489 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.
- 2,489 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.