UBS Group
TAC icon

UBS Group’s TransAlta TAC Stock Holding History

UBS Group’s Portfolio TAC Stock Details TAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-500,000
Closed -$6.83M – 11139
2025
Q3 		$6.83M Buy
+500,000
New +$6.15M ﹤0.01% 3706
2025
Q2 		– Sell
-59,800
Closed -$559K – 10813
2025
Q1 		$559K Buy
+59,800
New +$662K ﹤0.01% 5759

Other funds holding TAC

BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

UBS Group's TAC Position: Q1 2026 in Review

UBS Group reduced its TransAlta (TAC) stake by 41% in Q1 2026, selling an estimated $16M and leaving 1,818,976 shares worth $23.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

UBS Group first reported a position in TAC in Q4 2014 and has held it in 44 quarters since. The position peaked at $57.5M in Q3 2025. 178 funds tracked by Wall St. Rank hold TAC as of Q1 2026.

  • UBS Group held 1,818,976 shares of TransAlta worth $23.8M as of Q1 2026.
  • UBS Group sold 1,238,739 TransAlta shares in Q1 2026, an estimated $16M.
  • TransAlta made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2394 holding.
  • UBS Group first reported a position in TransAlta in Q4 2014 and has held it in 44 quarters since.
  • UBS Group's TransAlta position peaked at $57.5M in Q3 2025.
  • 178 funds tracked by Wall St. Rank held TransAlta as of Q1 2026.

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