UBS Group
TOL icon

UBS Group’s Toll Brothers TOL Stock Holding History

UBS Group’s Portfolio TOL Stock Details TOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,800
Closed -$353K – 10731
2024
Q4 		$353K Hold
2,800
– – ﹤0.01% 6087
2024
Q3 		$433K Hold
2,800
– – ﹤0.01% 5334
2024
Q2 		$323K Sell
2,800
-13,000
-82% -$1.57M ﹤0.01% 5329
2024
Q1 		$2.04M Buy
15,800
+13,000
+464% +$1.41M ﹤0.01% 3938
2023
Q4 		$288K Hold
2,800
– – ﹤0.01% 5528
2023
Q3 		$207K Buy
+2,800
New +$221K ﹤0.01% 5348
2021
Q3 		– Sell
-16,700
Closed -$965K – 10091
2021
Q2 		$965K Buy
+16,700
New +$1.02M ﹤0.01% 4208
2019
Q4 		– Sell
-1,400
Closed -$57K – 8412
2019
Q3 		$57K Buy
+1,400
New +$51.6K ﹤0.01% 6129
2016
Q1 		– Sell
-200
Closed -$7K – 8177
2015
Q4 		$7K Sell
200
-709,800
-100% -$25.3M ﹤0.01% 7531
2015
Q3 		$24.3M Buy
710,000
+709,800
+354,900% +$26.9M 0.02% 774
2015
Q2 		$8K Sell
200
-6,900
-97% -$258K ﹤0.01% 7622
2015
Q1 		$279K Sell
7,100
-127,100
-95% -$4.64M ﹤0.01% 4621
2014
Q4 		$4.6M Buy
+134,200
New +$4.38M ﹤0.01% 2166

Other funds holding TOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UBS Group's TOL Position: Q1 2026 in Review

UBS Group increased its Toll Brothers (TOL) stake by 15% in Q1 2026, buying an estimated $8.55M and bringing the position to 446,640 shares worth $61M. The position accounts for 0.01% of the portfolio, ranked #1444.

UBS Group first reported a position in TOL in Q4 2014 and has held it in 46 quarters since. The position peaked at $138M in Q2 2025. 779 funds tracked by Wall St. Rank hold TOL as of Q1 2026.

  • UBS Group held 446,640 shares of Toll Brothers worth $61M as of Q1 2026.
  • UBS Group bought 58,231 Toll Brothers shares in Q1 2026, an estimated $8.55M.
  • Toll Brothers made up 0.01% of UBS Group's portfolio in Q1 2026, its #1444 holding.
  • UBS Group first reported a position in Toll Brothers in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Toll Brothers position peaked at $138M in Q2 2025.
  • 779 funds tracked by Wall St. Rank held Toll Brothers as of Q1 2026.

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