UBS Group’s Sony SONY Stock Holding History

UBS Group’s Portfolio SONY Stock Details SONY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-20,000	Closed	-$576K	–	11116
2025 Q3	$576K	Buy	+20,000	New	+$538K	﹤0.01%	5986
2025 Q1	–	Sell	-321,500	Closed	-$6.8M	–	10690
2024 Q4	$6.8M	Hold	321,500	–	–	﹤0.01%	3499
2024 Q3	$6.21M	Hold	321,500	–	–	﹤0.01%	2844
2024 Q2	$5.46M	Hold	321,500	–	–	﹤0.01%	2788
2024 Q1	$5.51M	Sell	321,500 -347,000	-52%	-$6.38M	﹤0.01%	2867
2023 Q4	$12.7M	Buy	668,500 +179,000	+37%	+$3.11M	﹤0.01%	1904
2023 Q3	$8.07M	Buy	489,500 +50,500	+12%	+$881K	﹤0.01%	2154
2023 Q2	$7.91M	Buy	439,000 +50,000	+13%	+$938K	﹤0.01%	2162
2023 Q1	$7.05M	Buy	+389,000	New	+$6.74M	﹤0.01%	2198
2020 Q2	–	Sell	-551,000	Closed	-$6.52M	–	8327
2020 Q1	$6.52M	Buy	+551,000	New	+$7.22M	﹤0.01%	1714
2019 Q4	–	Sell	-725,000	Closed	-$8.57M	–	8376
2019 Q3	$8.57M	Sell	725,000 -575,000	-44%	-$6.49M	﹤0.01%	1892
2019 Q2	$13.6M	Hold	1,300,000	–	–	0.01%	1504
2019 Q1	$11M	Buy	+1,300,000	New	+$12.2M	﹤0.01%	1608
2016 Q1	–	Sell	-500	Closed	-$2K	–	8119
2015 Q4	$2K	Hold	500	–	–	﹤0.01%	8027
2015 Q3	$2K	Sell	500 -7,000	-93%	-$37.3K	﹤0.01%	8098
2015 Q2	$43K	Buy	7,500 +2,000	+36%	+$12.3K	﹤0.01%	6128
2015 Q1	$29K	Sell	5,500 -50,000	-90%	-$253K	﹤0.01%	6590
2014 Q4	$227K	Buy	+55,500	New	+$219K	﹤0.01%	4923

Other funds holding SONY

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

UBS Group's SONY Position: Q1 2026 in Review

UBS Group increased its Sony (SONY) stake by 5.2% in Q1 2026, buying an estimated $3.2M and bringing the position to 2,885,032 shares worth $59.7M. The position accounts for 0.01% of the portfolio, ranked #1463.

UBS Group first reported a position in SONY in Q4 2014 and has held it in 46 quarters since. The position peaked at $70.2M in Q4 2025. 734 funds tracked by Wall St. Rank hold SONY as of Q1 2026.

UBS Group held 2,885,032 shares of Sony worth $59.7M as of Q1 2026.
UBS Group bought 142,630 Sony shares in Q1 2026, an estimated $3.2M.
Sony made up 0.01% of UBS Group's portfolio in Q1 2026, its #1463 holding.
UBS Group first reported a position in Sony in Q4 2014 and has held it in 46 quarters since.
UBS Group's Sony position peaked at $70.2M in Q4 2025.
734 funds tracked by Wall St. Rank held Sony as of Q1 2026.

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