UBS Group
TRI icon

UBS Group’s Thomson Reuters TRI Stock Holding History

UBS Group’s Portfolio TRI Stock Details TRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-27,568
Closed -$5.63M – 10937
2025
Q2 		$5.63M Hold
27,568
– – ﹤0.01% 3754
2025
Q1 		$4.84M Buy
+27,568
New +$4.76M ﹤0.01% 3814
2021
Q3 		– Sell
-128,125
Closed -$13.4M – 10097
2021
Q2 		$13.4M Buy
+128,125
New +$12.8M ﹤0.01% 1800

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $27.8B AUM 46.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $724M AUM 24.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFC
LCC Family Corp Toronto $292M AUM 47.92% 1-Year Est. Return

UBS Group's TRI Position: Q1 2026 in Review

UBS Group reduced its Thomson Reuters (TRI) stake by 15% in Q1 2026, selling an estimated $6.86M and leaving 368,277 shares worth $33.7M. The position accounts for 0.01% of the portfolio, ranked #2047.

UBS Group first reported a position in TRI in Q4 2014 and has held it in 46 quarters since. The position peaked at $80.7M in Q2 2025. 468 funds tracked by Wall St. Rank hold TRI as of Q1 2026.

  • UBS Group held 368,277 shares of Thomson Reuters worth $33.7M as of Q1 2026.
  • UBS Group sold 65,073 Thomson Reuters shares in Q1 2026, an estimated $6.86M.
  • Thomson Reuters made up 0.01% of UBS Group's portfolio in Q1 2026, its #2047 holding.
  • UBS Group first reported a position in Thomson Reuters in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Thomson Reuters position peaked at $80.7M in Q2 2025.
  • 468 funds tracked by Wall St. Rank held Thomson Reuters as of Q1 2026.

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