UBS Group’s Microsoft MSFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.34B Buy
3,632,379
+1,290,634
+55% +$540M 0.2% 87
2025
Q4
$1.13B Buy
2,341,745
+525,350
+29% +$263M 0.18% 97
2025
Q3
$941M Sell
1,816,395
-198,400
-10% -$101M 0.15% 114
2025
Q2
$1B Sell
2,014,795
-387,278
-16% -$168M 0.17% 96
2025
Q1
$902M Buy
2,402,073
+91,237
+4% +$37.2M 0.17% 105
2024
Q4
$974M Sell
2,310,836
-656,172
-22% -$279M 0.18% 99
2024
Q3
$1.28B Buy
2,967,008
+1,017,218
+52% +$435M 0.28% 59
2024
Q2
$871M Sell
1,949,790
-403,394
-17% -$170M 0.22% 84
2024
Q1
$990M Sell
2,353,184
-1,759,279
-43% -$712M 0.25% 63
2023
Q4
$1.55B Buy
4,112,463
+1,843,763
+81% +$656M 0.46% 30
2023
Q3
$716M Buy
2,268,700
+648,500
+40% +$214M 0.25% 79
2023
Q2
$552M Sell
1,620,200
-274,800
-15% -$86.1M 0.19% 120
2023
Q1
$546M Sell
1,895,000
-137,111
-7% -$35M 0.2% 103
2022
Q4
$487M Buy
2,032,111
+326,331
+19% +$78.3M 0.18% 117
2022
Q3
$397M Buy
1,705,780
+154,680
+10% +$40.8M 0.17% 114
2022
Q2
$398M Sell
1,551,100
-609,000
-28% -$165M 0.16% 127
2022
Q1
$666M Sell
2,160,100
-2,296,600
-52% -$691M 0.22% 101
2021
Q4
$1.5B Buy
4,456,700
+745,225
+20% +$242M 0.43% 34
2021
Q3
$1.05B Sell
3,711,475
-316,212
-8% -$92M 0.33% 54
2021
Q2
$1.09B Sell
4,027,687
-897,435
-18% -$228M 0.35% 48
2021
Q1
$1.16B Buy
4,925,122
+49,945
+1% +$11.6M 0.39% 43
2020
Q4
$1.08B Sell
4,875,177
-225,023
-4% -$48.4M 0.37% 49
2020
Q3
$1.07B Buy
5,100,200
+1,049,200
+26% +$220M 0.4% 53
2020
Q2
$824M Sell
4,051,000
-209,300
-5% -$38M 0.35% 59
2020
Q1
$672M Buy
4,260,300
+905,000
+27% +$149M 0.32% 66
2019
Q4
$529M Buy
3,355,300
+777,500
+30% +$114M 0.18% 127
2019
Q3
$358M Sell
2,577,800
-62,000
-2% -$8.53M 0.14% 159
2019
Q2
$354M Buy
2,639,800
+920,610
+54% +$117M 0.14% 159
2019
Q1
$203M Buy
1,719,190
+41,590
+2% +$4.54M 0.08% 219
2018
Q4
$170M Buy
1,677,600
+191,000
+13% +$20.5M 0.08% 242
2018
Q3
$170M Sell
1,486,600
-125,500
-8% -$13.6M 0.07% 267
2018
Q2
$159M Sell
1,612,100
-297,200
-16% -$28.8M 0.07% 278
2018
Q1
$174M Buy
1,909,300
+78,400
+4% +$7.17M 0.08% 262
2017
Q4
$157M Sell
1,830,900
-303,600
-14% -$24.9M 0.06% 297
2017
Q3
$159M Buy
2,134,500
+272,000
+15% +$19.9M 0.07% 264
2017
Q2
$128M Buy
1,862,500
+287,130
+18% +$19.7M 0.07% 304
2017
Q1
$104M Sell
1,575,370
-1,338,530
-46% -$85.8M 0.06% 332
2016
Q4
$181M Buy
2,913,900
+887,000
+44% +$53.4M 0.1% 221
2016
Q3
$117M Sell
2,026,900
-736,500
-27% -$41.6M 0.07% 286
2016
Q2
$141M Buy
2,763,400
+765,000
+38% +$39.8M 0.09% 236
2016
Q1
$110M Sell
1,998,400
-247,800
-11% -$13M 0.07% 260
2015
Q4
$125M Buy
2,246,200
+389,700
+21% +$20.5M 0.08% 251
2015
Q3
$82.2M Sell
1,856,500
-2,200,000
-54% -$98.8M 0.06% 329
2015
Q2
$179M Sell
4,056,500
-3,750,400
-48% -$171M 0.12% 195
2015
Q1
$317M Buy
7,806,900
+6,368,600
+443% +$277M 0.22% 103
2014
Q4
$66.8M Buy
+1,438,300
New +$67.5M 0.05% 424

Other funds holding MSFT

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.