UBS Group
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UBS Group’s MSCI MSCI Stock Holding History

UBS Group’s Portfolio MSCI Stock Details MSCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$901K Sell
1,672
-3,196
-66% -$1.8M ﹤0.01% 5631
2025
Q4 		$2.79M Sell
4,868
-648
-12% -$363K ﹤0.01% 4643
2025
Q3 		$3.13M Buy
5,516
+2,008
+57% +$1.14M ﹤0.01% 4516
2025
Q2 		$2.02M Sell
3,508
-1,508
-30% -$835K ﹤0.01% 4804
2025
Q1 		$2.84M Buy
5,016
+3,008
+150% +$1.75M ﹤0.01% 4372
2024
Q4 		$1.2M Sell
2,008
-7,376
-79% -$4.43M ﹤0.01% 5161
2024
Q3 		$5.47M Buy
9,384
+468
+5% +$254K ﹤0.01% 2982
2024
Q2 		$4.3M Sell
8,916
-76
-0.8% -$37.7K ﹤0.01% 3015
2024
Q1 		$5.04M Buy
8,992
+1,396
+18% +$785K ﹤0.01% 2964
2023
Q4 		$4.3M Buy
7,596
+588
+8% +$304K ﹤0.01% 2941
2023
Q3 		$3.6M Buy
7,008
+3,984
+132% +$2.09M ﹤0.01% 2893
2023
Q2 		$1.42M Sell
3,024
-1,440
-32% -$702K ﹤0.01% 3887
2023
Q1 		$2.5M Buy
4,464
+3,464
+346% +$1.83M ﹤0.01% 3186
2022
Q4 		$465K Buy
+1,000
New +$465K ﹤0.01% 4770
2022
Q1 		– Sell
-11,200
Closed -$6.86M – 10660
2021
Q4 		$6.86M Buy
11,200
+9,310
+493% +$5.84M ﹤0.01% 2497
2021
Q3 		$1.15M Buy
+1,890
New +$1.15M ﹤0.01% 4071

Other funds holding MSCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

UBS Group's MSCI Position: Q1 2026 in Review

UBS Group increased its MSCI (MSCI) stake by 18% in Q1 2026, buying an estimated $26.6M and bringing the position to 306,117 shares worth $165M. The position accounts for 0.02% of the portfolio, ranked #715.

UBS Group first reported a position in MSCI in Q4 2014 and has held it in 46 quarters since. The position peaked at $272M in Q1 2025. 1,057 funds tracked by Wall St. Rank hold MSCI as of Q1 2026.

  • UBS Group held 306,117 shares of MSCI worth $165M as of Q1 2026.
  • UBS Group bought 47,092 MSCI shares in Q1 2026, an estimated $26.6M.
  • MSCI made up 0.02% of UBS Group's portfolio in Q1 2026, its #715 holding.
  • UBS Group first reported a position in MSCI in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's MSCI position peaked at $272M in Q1 2025.
  • 1,057 funds tracked by Wall St. Rank held MSCI as of Q1 2026.

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