UBS Group’s Microsoft MSFT Stock Holding History

UBS Group’s Portfolio MSFT Stock Details MSFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.26B	Sell	3,402,647 -4,844,945	-59%	-$2.03B	0.19%	98
2025 Q4	$3.99B	Buy	8,247,592 +6,421,526	+352%	+$3.22B	0.65%	13
2025 Q3	$946M	Buy	1,826,066 +245,956	+16%	+$125M	0.15%	113
2025 Q2	$786M	Sell	1,580,110 -1,253,329	-44%	-$544M	0.14%	139
2025 Q1	$1.06B	Buy	2,833,439 +925,864	+49%	+$377M	0.2%	84
2024 Q4	$804M	Sell	1,907,575 -603,320	-24%	-$257M	0.15%	131
2024 Q3	$1.08B	Buy	2,510,895 +840,864	+50%	+$359M	0.24%	75
2024 Q2	$746M	Buy	1,670,031 +268,716	+19%	+$113M	0.18%	106
2024 Q1	$590M	Sell	1,401,315 -2,130,412	-60%	-$862M	0.15%	131
2023 Q4	$1.33B	Buy	3,531,727 +1,222,736	+53%	+$435M	0.4%	40
2023 Q3	$729M	Sell	2,308,991 -341,185	-13%	-$113M	0.25%	76
2023 Q2	$902M	Sell	2,650,176 -184,022	-6%	-$57.7M	0.3%	65
2023 Q1	$817M	Buy	2,834,198 +1,003,456	+55%	+$256M	0.3%	64
2022 Q4	$439M	Buy	1,830,742 +672,700	+58%	+$161M	0.16%	128
2022 Q3	$270M	Sell	1,158,042 -126,078	-10%	-$33.3M	0.12%	177
2022 Q2	$330M	Buy	1,284,120 +199,218	+18%	+$54.1M	0.14%	158
2022 Q1	$334M	Sell	1,084,902 -364,446	-25%	-$110M	0.11%	193
2021 Q4	$487M	Buy	1,449,348 +87,524	+6%	+$28.4M	0.14%	144
2021 Q3	$384M	Sell	1,361,824 -21,037	-2%	-$6.12M	0.12%	170
2021 Q2	$375M	Sell	1,382,861 -1,267,401	-48%	-$322M	0.12%	169
2021 Q1	$625M	Sell	2,650,262 -404,083	-13%	-$93.8M	0.21%	108
2020 Q4	$679M	Buy	3,054,345 +533,505	+21%	+$115M	0.23%	96
2020 Q3	$530M	Buy	2,520,840 +885,955	+54%	+$186M	0.2%	121
2020 Q2	$333M	Sell	1,634,885 -185,665	-10%	-$33.7M	0.14%	159
2020 Q1	$287M	Sell	1,820,550 -1,066,150	-37%	-$175M	0.14%	156
2019 Q4	$455M	Buy	2,886,700 +1,270,700	+79%	+$187M	0.16%	147
2019 Q3	$225M	Sell	1,616,000 -306,200	-16%	-$42.1M	0.09%	229
2019 Q2	$257M	Buy	1,922,200 +243,765	+15%	+$30.9M	0.1%	202
2019 Q1	$198M	Buy	1,678,435 +282,616	+20%	+$30.8M	0.08%	225
2018 Q4	$142M	Sell	1,395,819 -61,481	-4%	-$6.59M	0.06%	280
2018 Q3	$167M	Buy	1,457,300 +30,700	+2%	+$3.33M	0.07%	273
2018 Q2	$141M	Buy	1,426,600 +91,600	+7%	+$8.88M	0.06%	301
2018 Q1	$122M	Sell	1,335,000 -1,292,200	-49%	-$118M	0.05%	331
2017 Q4	$225M	Buy	2,627,200 +921,900	+54%	+$75.6M	0.09%	232
2017 Q3	$127M	Sell	1,705,300 -1,336,068	-44%	-$97.6M	0.06%	317
2017 Q2	$210M	Buy	3,041,368 +383,468	+14%	+$26.3M	0.11%	208
2017 Q1	$175M	Sell	2,657,900 -1,629,410	-38%	-$104M	0.1%	235
2016 Q4	$266M	Buy	4,287,310 +2,814,510	+191%	+$169M	0.15%	160
2016 Q3	$84.8M	Sell	1,472,800 -261,259	-15%	-$14.7M	0.05%	365
2016 Q2	$88.7M	Buy	1,734,059 +244,459	+16%	+$12.7M	0.06%	333
2016 Q1	$82.3M	Buy	1,489,600 +348,700	+31%	+$18.3M	0.06%	324
2015 Q4	$63.3M	Sell	1,140,900 -659,011	-37%	-$34.7M	0.04%	431
2015 Q3	$79.7M	Buy	1,799,911 +278,351	+18%	+$12.5M	0.06%	337
2015 Q2	$67.2M	Buy	1,521,560 +632,660	+71%	+$28.9M	0.04%	421
2015 Q1	$36.1M	Sell	888,900 -301,100	-25%	-$13.1M	0.03%	638
2014 Q4	$55.3M	Buy	+1,190,000	New	+$55.9M	0.04%	496

Other funds holding MSFT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group's MSFT Position: Q1 2026 in Review

UBS Group increased its Microsoft (MSFT) stake by 18% in Q1 2026, buying an estimated $2.09B and bringing the position to 33,034,656 shares worth $12.2B. The position accounts for 1.84% of the portfolio, ranked #3.

UBS Group first reported a position in MSFT in Q4 2014 and has held it in 46 quarters since. The position peaked at $15.7B in Q3 2025. 6,182 funds tracked by Wall St. Rank hold MSFT as of Q1 2026.

UBS Group held 33,034,656 shares of Microsoft worth $12.2B as of Q1 2026.
UBS Group bought 4,990,468 Microsoft shares in Q1 2026, an estimated $2.09B.
Microsoft made up 1.84% of UBS Group's portfolio in Q1 2026, its #3 holding.
UBS Group first reported a position in Microsoft in Q4 2014 and has held it in 46 quarters since.
UBS Group's Microsoft position peaked at $15.7B in Q3 2025.
6,182 funds tracked by Wall St. Rank held Microsoft as of Q1 2026.

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