UBS Group
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UBS Group’s Shell SHEL Stock Holding History

UBS Group’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.4M Buy
445,300
+22,700
+5% +$1.83M 0.01% 1836
2025
Q4 		$31.1M Buy
422,600
+151,000
+56% +$11.1M 0.01% 2142
2025
Q3 		$19.4M Buy
271,600
+46,400
+21% +$3.34M ﹤0.01% 2599
2025
Q2 		$15.9M Sell
225,200
-137,700
-38% -$9.23M ﹤0.01% 2623
2025
Q1 		$26.6M Buy
362,900
+70,200
+24% +$4.73M ﹤0.01% 2079
2024
Q4 		$18.3M Hold
292,700
– – ﹤0.01% 2420
2024
Q3 		$19.3M Buy
292,700
+105,000
+56% +$7.44M ﹤0.01% 1860
2024
Q2 		$13.5M Buy
+187,700
New +$13.4M ﹤0.01% 1992
2022
Q2 		– Sell
-57,600
Closed -$3.16M – 10871
2022
Q1 		$3.16M Buy
+57,600
New +$3.06M ﹤0.01% 3010

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS Group's SHEL Position: Q1 2026 in Review

UBS Group increased its Shell (SHEL) stake by 49% in Q1 2026, buying an estimated $50.7M and bringing the position to 1,911,679 shares worth $178M. The position accounts for 0.03% of the portfolio, ranked #669.

UBS Group first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $213M in Q4 2024. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • UBS Group held 1,911,679 shares of Shell worth $178M as of Q1 2026.
  • UBS Group bought 626,976 Shell shares in Q1 2026, an estimated $50.7M.
  • Shell made up 0.03% of UBS Group's portfolio in Q1 2026, its #669 holding.
  • UBS Group first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • UBS Group's Shell position peaked at $213M in Q4 2024.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

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