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	–	9536
2023 Q1	$2.87M	Hold	30,000	–	–	﹤0.01%	3044
2022 Q4	$2.82M	Buy	+30,000	New	+$2.83M	﹤0.01%	3034
2021 Q2	–	Sell	-41,021	Closed	-$3.78M	–	9757
2021 Q1	$3.78M	Sell	41,021 -7,279	-15%	-$634K	﹤0.01%	2906
2020 Q4	$3.96M	Buy	+48,300	New	+$3.74M	﹤0.01%	2702
2018 Q3	–	Sell	-150,000	Closed	-$11.3M	–	8221
2018 Q2	$11.3M	Buy	+150,000	New	+$11.5M	﹤0.01%	1635
2016 Q4	–	Sell	-12,600	Closed	-$781K	–	7997
2016 Q3	$781K	Sell	12,600 -132,000	-91%	-$8.11M	﹤0.01%	3598
2016 Q2	$8.54M	Buy	144,600 +124,600	+623%	+$7.49M	0.01%	1503
2016 Q1	$1.15M	Sell	20,000 -78,400	-80%	-$4.06M	﹤0.01%	3136
2015 Q4	$5.27M	Hold	98,400	–	–	﹤0.01%	1909
2015 Q3	$5.44M	Hold	98,400	–	–	﹤0.01%	1848
2015 Q2	$6.02M	Hold	98,400	–	–	﹤0.01%	1891
2015 Q1	$5.94M	Sell	98,400 -25,100	-20%	-$1.54M	﹤0.01%	1919
2014 Q4	$8.53M	Buy	+123,500	New	+$8.73M	0.01%	1628

Other funds holding RY

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group's RY Position: Q2 2026 in Review

UBS Group increased its Royal Bank of Canada (RY) stake by 24% in Q2 2026, buying an estimated $46.3M and bringing the position to 1,279,914 shares worth $265M. The position accounts for 0.03% of the portfolio, ranked #521.

UBS Group first reported a position in RY in Q4 2014 and has held it in 47 quarters since. 986 funds tracked by Wall St. Rank hold RY as of Q2 2026.

UBS Group held 1,279,914 shares of Royal Bank of Canada worth $265M as of Q2 2026.
UBS Group bought 249,536 Royal Bank of Canada shares in Q2 2026, an estimated $46.3M.
Royal Bank of Canada made up 0.03% of UBS Group's portfolio in Q2 2026, its #521 holding.
UBS Group first reported a position in Royal Bank of Canada in Q4 2014 and has held it in 47 quarters since.
986 funds tracked by Wall St. Rank held Royal Bank of Canada as of Q2 2026.

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