UBS Group’s Royal Bank of Canada RY Stock Holding History

UBS Group’s Portfolio RY Stock Details RY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-30,000	Closed	-$2.87M	–	9535
2023 Q1	$2.87M	Hold	30,000	–	–	﹤0.01%	3043
2022 Q4	$2.82M	Buy	+30,000	New	+$2.83M	﹤0.01%	3033
2021 Q2	–	Sell	-20,510	Closed	-$1.89M	–	9756
2021 Q1	$1.89M	Sell	20,510 -6,290	-23%	-$547K	﹤0.01%	3618
2020 Q4	$2.2M	Buy	+26,800	New	+$2.07M	﹤0.01%	3329
2018 Q3	–	Sell	-150,000	Closed	-$11.3M	–	8220
2018 Q2	$11.3M	Buy	+150,000	New	+$11.5M	﹤0.01%	1634
2017 Q1	–	Sell	-100,000	Closed	-$6.77M	–	7919
2016 Q4	$6.77M	Buy	+100,000	New	+$6.48M	﹤0.01%	1814
2016 Q3	–	Sell	-20,000	Closed	-$1.18M	–	7891
2016 Q2	$1.18M	Hold	20,000	–	–	﹤0.01%	3232
2016 Q1	$1.15M	Buy	+20,000	New	+$1.04M	﹤0.01%	3135
2015 Q1	–	Sell	-1,500	Closed	-$104K	–	9287
2014 Q4	$104K	Buy	+1,500	New	+$106K	﹤0.01%	5667

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

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

UBS Group's RY Position: Q1 2026 in Review

UBS Group increased its Royal Bank of Canada (RY) stake by 22% in Q1 2026, buying an estimated $30.7M and bringing the position to 1,030,378 shares worth $167M. The position accounts for 0.03% of the portfolio, ranked #710.

UBS Group first reported a position in RY in Q4 2014 and has held it in 46 quarters since. 939 funds tracked by Wall St. Rank hold RY as of Q1 2026.

UBS Group held 1,030,378 shares of Royal Bank of Canada worth $167M as of Q1 2026.
UBS Group bought 183,475 Royal Bank of Canada shares in Q1 2026, an estimated $30.7M.
Royal Bank of Canada made up 0.03% of UBS Group's portfolio in Q1 2026, its #710 holding.
UBS Group first reported a position in Royal Bank of Canada in Q4 2014 and has held it in 46 quarters since.
939 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q1 2026.

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