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 Q3	–	Sell	-200,000	Closed	-$5.21M	–	10879
2025 Q2	$5.21M	Hold	200,000	–	–	﹤0.01%	3843
2025 Q1	$5.08M	Sell	200,000 -675,500	-77%	-$15.6M	﹤0.01%	3756
2024 Q4	$18.5M	Hold	875,500	–	–	﹤0.01%	2408
2024 Q3	$16.9M	Buy	875,500 +200,000	+30%	+$3.65M	﹤0.01%	1965
2024 Q2	$11.5M	Sell	675,500 -50,500	-7%	-$835K	﹤0.01%	2106
2024 Q1	$12.4M	Sell	726,000 -272,000	-27%	-$5M	﹤0.01%	2083
2023 Q4	$18.9M	Buy	998,000 +358,000	+56%	+$6.21M	0.01%	1622
2023 Q3	$10.5M	Buy	640,000 +151,000	+31%	+$2.64M	﹤0.01%	1940
2023 Q2	$8.81M	Buy	489,000 +100,000	+26%	+$1.88M	﹤0.01%	2057
2023 Q1	$7.05M	Buy	+389,000	New	+$6.74M	﹤0.01%	2199
2020 Q2	–	Sell	-1,160,000	Closed	-$13.7M	–	8328
2020 Q1	$13.7M	Buy	+1,160,000	New	+$15.2M	0.01%	1202
2019 Q4	–	Sell	-727,500	Closed	-$8.6M	–	8377
2019 Q3	$8.6M	Sell	727,500 -572,500	-44%	-$6.47M	﹤0.01%	1888
2019 Q2	$13.6M	Hold	1,300,000	–	–	0.01%	1505
2019 Q1	$11M	Buy	+1,300,000	New	+$12.2M	﹤0.01%	1609
2016 Q1	–	Sell	-28,000	Closed	-$138K	–	8120
2015 Q4	$138K	Hold	28,000	–	–	﹤0.01%	4961
2015 Q3	$137K	Hold	28,000	–	–	﹤0.01%	4959
2015 Q2	$159K	Hold	28,000	–	–	﹤0.01%	5058
2015 Q1	$150K	Sell	28,000 -57,500	-67%	-$290K	﹤0.01%	5110
2014 Q4	$350K	Buy	+85,500	New	+$337K	﹤0.01%	4526

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.