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
2021
Q3 		– Sell
-27,049
Closed -$2.83M – 10098
2021
Q2 		$2.83M Buy
+27,049
New +$2.71M ﹤0.01% 3239

Other funds holding TRI

TWC
The Woodbridge Company Toronto, Ontario, Canada $25.2B AUM 58.61% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group's TRI Position: Q2 2026 in Review

UBS Group increased its Thomson Reuters (TRI) stake by 24% in Q2 2026, buying an estimated $7.76M and bringing the position to 457,156 shares worth $37.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

UBS Group first reported a position in TRI in Q4 2014 and has held it in 47 quarters since. The position peaked at $80.7M in Q2 2025. 422 funds tracked by Wall St. Rank hold TRI as of Q2 2026.

  • UBS Group held 457,156 shares of Thomson Reuters worth $37.3M as of Q2 2026.
  • UBS Group bought 88,879 Thomson Reuters shares in Q2 2026, an estimated $7.76M.
  • Thomson Reuters made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2042 holding.
  • UBS Group first reported a position in Thomson Reuters in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Thomson Reuters position peaked at $80.7M in Q2 2025.
  • 422 funds tracked by Wall St. Rank held Thomson Reuters as of Q2 2026.

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