UBS Group
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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

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group's TAC Position: Q2 2026 in Review

UBS Group increased its TransAlta (TAC) stake by 2.2% in Q2 2026, buying an estimated $522K and bringing the position to 1,858,480 shares worth $25.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2427.

UBS Group first reported a position in TAC in Q4 2014 and has held it in 45 quarters since. The position peaked at $57.5M in Q3 2025. 177 funds tracked by Wall St. Rank hold TAC as of Q2 2026.

  • UBS Group held 1,858,480 shares of TransAlta worth $25.7M as of Q2 2026.
  • UBS Group bought 39,504 TransAlta shares in Q2 2026, an estimated $522K.
  • TransAlta made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2427 holding.
  • UBS Group first reported a position in TransAlta in Q4 2014 and has held it in 45 quarters since.
  • UBS Group's TransAlta position peaked at $57.5M in Q3 2025.
  • 177 funds tracked by Wall St. Rank held TransAlta as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.