UBS Group’s Toronto Dominion Bank TD Stock Holding History

UBS Group’s Portfolio TD Stock Details TD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-20,000	Closed	-$1.88M	–	11151
2025 Q4	$1.88M	Sell	20,000 -48,338	-71%	-$4.08M	﹤0.01%	5037
2025 Q3	$5.46M	Hold	68,338	–	–	﹤0.01%	3943
2025 Q2	$5.02M	Hold	68,338	–	–	﹤0.01%	3876
2025 Q1	$4.1M	Hold	68,338	–	–	﹤0.01%	3995
2024 Q4	$3.64M	Hold	68,338	–	–	﹤0.01%	4152
2024 Q3	$4.32M	Hold	68,338	–	–	﹤0.01%	3224
2024 Q2	$3.76M	Buy	68,338 +20,000	+41%	+$1.13M	﹤0.01%	3132
2024 Q1	$2.92M	Buy	+48,338	New	+$2.92M	﹤0.01%	3551
2018 Q3	–	Sell	-50,000	Closed	-$2.89M	–	8260
2018 Q2	$2.89M	Buy	+50,000	New	+$2.86M	﹤0.01%	2828
2016 Q3	–	Sell	-34,000	Closed	-$1.46M	–	7928
2016 Q2	$1.46M	Buy	+34,000	New	+$1.48M	﹤0.01%	3039
2016 Q1	–	Sell	-200	Closed	-$8K	–	8158
2015 Q4	$8K	Buy	+200	New	+$8.09K	﹤0.01%	7439
2015 Q3	–	Sell	-1,900	Closed	-$81K	–	8629
2015 Q2	$81K	Sell	1,900 -700	-27%	-$31.3K	﹤0.01%	5586
2015 Q1	$112K	Buy	2,600 +800	+44%	+$34.4K	﹤0.01%	5327
2014 Q4	$86K	Buy	+1,800	New	+$86.8K	﹤0.01%	5863

Other funds holding TD

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

UBS Group's TD Position: Q1 2026 in Review

UBS Group reduced its Toronto Dominion Bank (TD) stake by 18% in Q1 2026, selling an estimated $40.1M and leaving 1,901,313 shares worth $177M. The position accounts for 0.03% of the portfolio, ranked #670.

UBS Group first reported a position in TD in Q4 2014 and has held it in 46 quarters since. The position peaked at $352M in Q1 2016. 835 funds tracked by Wall St. Rank hold TD as of Q1 2026.

UBS Group held 1,901,313 shares of Toronto Dominion Bank worth $177M as of Q1 2026.
UBS Group sold 421,843 Toronto Dominion Bank shares in Q1 2026, an estimated $40.1M.
Toronto Dominion Bank made up 0.03% of UBS Group's portfolio in Q1 2026, its #670 holding.
UBS Group first reported a position in Toronto Dominion Bank in Q4 2014 and has held it in 46 quarters since.
UBS Group's Toronto Dominion Bank position peaked at $352M in Q1 2016.
835 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q1 2026.

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