UBS Group
MSCI icon

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
2025
Q4 		– Sell
-1,000
Closed -$567K – 10945
2025
Q3 		$567K Hold
1,000
– – ﹤0.01% 6000
2025
Q2 		$577K Hold
1,000
– – ﹤0.01% 5886
2025
Q1 		$566K Buy
+1,000
New +$581K ﹤0.01% 5752
2024
Q4 		– Sell
-6,700
Closed -$3.91M – 10231
2024
Q3 		$3.91M Hold
6,700
– – ﹤0.01% 3331
2024
Q2 		$3.23M Sell
6,700
-4,200
-39% -$2.08M ﹤0.01% 3273
2024
Q1 		$6.11M Buy
10,900
+5,500
+102% +$3.09M ﹤0.01% 2756
2023
Q4 		$3.05M Buy
5,400
+1,400
+35% +$723K ﹤0.01% 3338
2023
Q3 		$2.05M Buy
+4,000
New +$2.1M ﹤0.01% 3423

Other funds holding MSCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

UBS Group's MSCI Position: Q2 2026 in Review

UBS Group increased its MSCI (MSCI) stake by 28% in Q2 2026, buying an estimated $50.6M and bringing the position to 392,796 shares worth $220M. The position accounts for 0.03% of the portfolio, ranked #614.

UBS Group first reported a position in MSCI in Q4 2014 and has held it in 47 quarters since. The position peaked at $272M in Q1 2025. 1,085 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

  • UBS Group held 392,796 shares of MSCI worth $220M as of Q2 2026.
  • UBS Group bought 86,679 MSCI shares in Q2 2026, an estimated $50.6M.
  • MSCI made up 0.03% of UBS Group's portfolio in Q2 2026, its #614 holding.
  • UBS Group first reported a position in MSCI in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's MSCI position peaked at $272M in Q1 2025.
  • 1,085 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.