UBS Group
SSNC icon

UBS Group’s SS&C Technologies SSNC Stock Holding History

UBS Group’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-51,000
Closed -$3.54M – 10678
2021
Q3 		$3.54M Buy
51,000
+29,600
+138% +$2.19M ﹤0.01% 3045
2021
Q2 		$1.54M Buy
+21,400
New +$1.57M ﹤0.01% 3814

Other funds holding SSNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

UBS Group's SSNC Position: Q1 2026 in Review

UBS Group reduced its SS&C Technologies (SSNC) stake by 13% in Q1 2026, selling an estimated $6.65M and leaving 601,959 shares worth $40.7M. The position accounts for 0.01% of the portfolio, ranked #1853.

UBS Group first reported a position in SSNC in Q4 2014 and has held it in 46 quarters since. The position peaked at $74.5M in Q1 2025. 718 funds tracked by Wall St. Rank hold SSNC as of Q1 2026.

  • UBS Group held 601,959 shares of SS&C Technologies worth $40.7M as of Q1 2026.
  • UBS Group sold 86,535 SS&C Technologies shares in Q1 2026, an estimated $6.65M.
  • SS&C Technologies made up 0.01% of UBS Group's portfolio in Q1 2026, its #1853 holding.
  • UBS Group first reported a position in SS&C Technologies in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's SS&C Technologies position peaked at $74.5M in Q1 2025.
  • 718 funds tracked by Wall St. Rank held SS&C Technologies as of Q1 2026.

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