UBS Group’s UBS Group UBS Stock Holding History

UBS Group’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.18B	Sell	106,890,182 -33,600,186	-24%	-$1.44B	0.63%	12
2025 Q4	$6.51B	Buy	140,490,368 +8,011,819	+6%	+$324M	1.06%	8
2025 Q3	$5.43B	Buy	132,478,549 +16,563,064	+14%	+$643M	0.85%	12
2025 Q2	$3.92B	Sell	115,915,485 -31,355,557	-21%	-$970M	0.68%	12
2025 Q1	$4.51B	Sell	147,271,042 -6,313,770	-4%	-$211M	0.83%	10
2024 Q4	$4.66B	Sell	153,584,812 -1,880,167	-1%	-$59.6M	0.86%	10
2024 Q3	$4.81B	Sell	155,464,979 -1,127,515	-0.7%	-$33.9M	1.05%	9
2024 Q2	$4.63B	Buy	156,592,494 +15,862,961	+11%	+$472M	1.14%	6
2024 Q1	$4.32B	Buy	140,729,533 +5,446,271	+4%	+$161M	1.08%	8
2023 Q4	$4.18B	Buy	135,283,262 +22,457,366	+20%	+$591M	1.25%	5
2023 Q3	$2.78B	Sell	112,825,896 -1,001,943	-0.9%	-$23.4M	0.96%	10
2023 Q2	$2.31B	Sell	113,827,839 -188,590,954	-62%	-$3.79B	0.78%	10
2023 Q1	$6.45B	Buy	302,418,793 +181,411,089	+150%	+$3.78B	2.36%	4
2022 Q4	$2.26B	Sell	121,007,704 -1,405,466	-1%	-$23.9M	0.84%	6
2022 Q3	$1.78B	Buy	122,413,170 +8,716,057	+8%	+$140M	0.78%	10
2022 Q2	$1.84B	Sell	113,697,113 -4,117,609	-3%	-$72.2M	0.76%	11
2022 Q1	$2.3B	Sell	117,814,722 -36,128,255	-23%	-$683M	0.77%	10
2021 Q4	$2.75B	Buy	153,942,977 +12,639,404	+9%	+$223M	0.79%	11
2021 Q3	$2.25B	Sell	141,303,573 -3,491,687	-2%	-$56.6M	0.71%	16
2021 Q2	$2.22B	Buy	144,795,260 +17,231,816	+14%	+$272M	0.72%	14
2021 Q1	$45.2M	Sell	127,563,444 -33,265,980	-21%	-$511M	0.02%	897
2020 Q4	$2.01B	Buy	160,829,424 +35,900,455	+29%	+$475M	0.68%	14
2020 Q3	$1.39B	Sell	124,928,969 -705,664	-0.6%	-$8.46M	0.53%	31
2020 Q2	$1.45B	Sell	125,634,633 -36,231,818	-22%	-$373M	0.61%	27
2020 Q1	$1.5B	Buy	161,866,451 +31,886,973	+25%	+$367M	0.71%	20
2019 Q4	$1.64B	Buy	129,979,478 +124,260,172	+2,173%	+$1.48B	0.57%	26
2019 Q3	$64.7M	Sell	5,719,306 -130,089,150	-96%	-$1.46B	0.02%	564
2019 Q2	$1.61B	Buy	135,808,456 +129,545,549	+2,068%	+$1.59B	0.62%	25
2019 Q1	$75.8M	Sell	6,262,907 -118,074,025	-95%	-$1.5B	0.03%	466
2018 Q4	$1.54B	Buy	124,336,932 +30,672,637	+33%	+$416M	0.7%	17
2018 Q3	$1.47B	Sell	93,664,295 -1,963,806	-2%	-$30.9M	0.58%	24
2018 Q2	$1.47B	Sell	95,628,101 -1,994,590	-2%	-$32.4M	0.64%	19
2018 Q1	$1.72B	Sell	97,622,691 -39,689,464	-29%	-$755M	0.74%	12
2017 Q4	$2.53B	Sell	137,312,155 -1,869,594	-1%	-$32.5M	1.04%	7
2017 Q3	$2.39B	Sell	139,181,749 -2,519,072	-2%	-$43.1M	1.1%	3
2017 Q2	$2.41B	Sell	141,700,821 -994,163	-0.7%	-$16.2M	1.25%	3
2017 Q1	$2.28B	Sell	142,694,984 -1,776,600	-1%	-$28.6M	1.24%	3
2016 Q4	$2.31B	Sell	144,471,584 -2,330,652	-2%	-$35.1M	1.27%	3
2016 Q3	$2B	Sell	146,802,236 -2,533,423	-2%	-$34.5M	1.19%	3
2016 Q2	$1.94B	Buy	149,335,659 +13,163,135	+10%	+$201M	1.22%	4
2016 Q1	$2.18B	Buy	136,172,524 +30,865,287	+29%	+$501M	1.46%	4
2015 Q4	$2.04B	Buy	105,307,237 +1,860,676	+2%	+$36.3M	1.32%	4
2015 Q3	$1.92B	Sell	103,446,561 -1,777,196	-2%	-$37.7M	1.36%	4
2015 Q2	$2.23B	Buy	105,223,757 +13,480,934	+15%	+$282M	1.48%	4
2015 Q1	$1.72B	Sell	91,742,823 -6,506,661	-7%	-$113M	1.19%	3
2014 Q4	$1.68B	Buy	+98,249,484	New	+$1.68B	1.17%	3

Other funds holding UBS

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

UBS Group's UBS Position: Q1 2026 in Review

UBS Group reduced its UBS Group (UBS) stake by 24% in Q1 2026, selling an estimated $1.44B and leaving 106,890,182 shares worth $4.18B. The position accounts for 0.63% of the portfolio, ranked #12.

UBS Group first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.51B in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

UBS Group held 106,890,182 shares of UBS Group worth $4.18B as of Q1 2026.
UBS Group sold 33,600,186 UBS Group shares in Q1 2026, an estimated $1.44B.
UBS Group made up 0.63% of UBS Group's portfolio in Q1 2026, its #12 holding.
UBS Group first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
UBS Group's UBS Group position peaked at $6.51B in Q4 2025.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

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