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
Q3 		$3.33M Buy
6,176
+3,784
+158% +$2.16M ﹤0.01% 4517
2026
Q2 		$1.34M Buy
2,392
+720
+43% +$420K ﹤0.01% 5474
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

UBS Group's MSCI Position: Q3 2026 in Review

UBS Group reduced its MSCI (MSCI) stake by 40% in Q3 2026, selling an estimated $90.2M and leaving 235,061 shares worth $127M. The position accounts for 0.02% of the portfolio, ranked #941.

UBS Group first reported a position in MSCI in Q4 2014 and has held it in 48 quarters since. The position peaked at $272M in Q1 2025. 868 funds tracked by Wall St. Rank hold MSCI as of Q3 2026.

  • UBS Group held 235,061 shares of MSCI worth $127M as of Q3 2026.
  • UBS Group sold 157,735 MSCI shares in Q3 2026, an estimated $90.2M.
  • MSCI made up 0.02% of UBS Group's portfolio in Q3 2026, its #941 holding.
  • UBS Group first reported a position in MSCI in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's MSCI position peaked at $272M in Q1 2025.
  • 868 funds tracked by Wall St. Rank held MSCI as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.