UBS Group
MS icon

UBS Group’s Morgan Stanley MS Stock Holding History

UBS Group’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$136M Sell
826,500
-512,800
-38% -$88.8M 0.02% 827
2025
Q4 		$238M Sell
1,339,300
-1,092,200
-45% -$182M 0.04% 493
2025
Q3 		$387M Buy
2,431,500
+1,423,800
+141% +$210M 0.06% 309
2025
Q2 		$142M Sell
1,007,700
-679,100
-40% -$83.4M 0.02% 726
2025
Q1 		$197M Sell
1,686,800
-1,795,400
-52% -$231M 0.04% 510
2024
Q4 		$438M Buy
3,482,200
+763,200
+28% +$94M 0.08% 230
2024
Q3 		$283M Buy
2,719,000
+90,700
+3% +$9.13M 0.06% 296
2024
Q2 		$255M Sell
2,628,300
-1,260,800
-32% -$120M 0.06% 283
2024
Q1 		$366M Buy
3,889,100
+1,030,100
+36% +$90.7M 0.09% 216
2023
Q4 		$267M Buy
2,859,000
+606,400
+27% +$48.5M 0.08% 248
2023
Q3 		$184M Buy
2,252,600
+643,400
+40% +$55.9M 0.06% 312
2023
Q2 		$137M Sell
1,609,200
-411,600
-20% -$35.2M 0.05% 387
2023
Q1 		$177M Sell
2,020,800
-126,400
-6% -$11.8M 0.06% 285
2022
Q4 		$183M Sell
2,147,200
-264,690
-11% -$22.6M 0.07% 300
2022
Q3 		$191M Buy
2,411,890
+431,990
+22% +$36.4M 0.08% 247
2022
Q2 		$151M Sell
1,979,900
-170,385
-8% -$14M 0.06% 317
2022
Q1 		$188M Sell
2,150,285
-5,474,853
-72% -$528M 0.06% 312
2021
Q4 		$748M Buy
7,625,138
+1,170,153
+18% +$117M 0.21% 105
2021
Q3 		$628M Buy
6,454,985
+1,617,905
+33% +$160M 0.2% 112
2021
Q2 		$444M Sell
4,837,080
-508,906
-10% -$43.6M 0.14% 148
2021
Q1 		$415M Buy
5,345,986
+1,386,286
+35% +$106M 0.14% 155
2020
Q4 		$271M Sell
3,959,700
-65,700
-2% -$3.77M 0.09% 235
2020
Q3 		$195M Buy
4,025,400
+947,300
+31% +$47.7M 0.07% 249
2020
Q2 		$149M Sell
3,078,100
-1,933,300
-39% -$81.2M 0.06% 289
2020
Q1 		$170M Buy
5,011,400
+2,291,000
+84% +$108M 0.08% 235
2019
Q4 		$139M Sell
2,720,400
-33,200
-1% -$1.57M 0.05% 345
2019
Q3 		$117M Buy
2,753,600
+109,800
+4% +$4.69M 0.05% 363
2019
Q2 		$116M Sell
2,643,800
-156,700
-6% -$6.99M 0.04% 363
2019
Q1 		$118M Sell
2,800,500
-525,200
-16% -$22.1M 0.05% 343
2018
Q4 		$132M Buy
3,325,700
+168,500
+5% +$7.35M 0.06% 298
2018
Q3 		$147M Buy
3,157,200
+254,500
+9% +$12.4M 0.06% 298
2018
Q2 		$138M Buy
2,902,700
+277,500
+11% +$14.5M 0.06% 306
2018
Q1 		$142M Sell
2,625,200
-2,348,700
-47% -$130M 0.06% 293
2017
Q4 		$261M Buy
4,973,900
+270,600
+6% +$13.7M 0.11% 203
2017
Q3 		$227M Buy
4,703,300
+1,666,500
+55% +$77.3M 0.1% 203
2017
Q2 		$135M Sell
3,036,800
-976,800
-24% -$42.1M 0.07% 293
2017
Q1 		$172M Sell
4,013,600
-1,335,700
-25% -$59.3M 0.09% 237
2016
Q4 		$226M Buy
5,349,300
+2,471,100
+86% +$93.4M 0.12% 186
2016
Q3 		$92.3M Sell
2,878,200
-674,900
-19% -$20.1M 0.06% 341
2016
Q2 		$92.3M Buy
3,553,100
+70,300
+2% +$1.84M 0.06% 328
2016
Q1 		$87.1M Sell
3,482,800
-605,400
-15% -$15.4M 0.06% 306
2015
Q4 		$130M Buy
4,088,200
+579,300
+17% +$19.2M 0.08% 249
2015
Q3 		$111M Buy
3,508,900
+927,800
+36% +$33.8M 0.08% 260
2015
Q2 		$100M Buy
2,581,100
+1,321,300
+105% +$50.3M 0.07% 306
2015
Q1 		$45M Buy
1,259,800
+383,100
+44% +$13.7M 0.03% 549
2014
Q4 		$34M Buy
+876,700
New +$31.2M 0.02% 699

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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.