UBS Group
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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 		$394M Buy
10,091,170
+4,452,604
+79% +$191M 0.06% 333
2025
Q4 		$261M Sell
5,638,566
-26,364
-0.5% -$1.07M 0.04% 447
2025
Q3 		$232M Sell
5,664,930
-859,816
-13% -$33.4M 0.04% 507
2025
Q2 		$221M Buy
6,524,746
+323,869
+5% +$10M 0.04% 492
2025
Q1 		$190M Buy
6,200,877
+988,305
+19% +$33M 0.03% 528
2024
Q4 		$158M Sell
5,212,572
-292,857
-5% -$9.28M 0.03% 633
2024
Q3 		$170M Sell
5,505,429
-223,822
-4% -$6.73M 0.04% 478
2024
Q2 		$169M Sell
5,729,251
-1,608,851
-22% -$47.8M 0.04% 411
2024
Q1 		$225M Sell
7,338,102
-2,964,116
-29% -$87.6M 0.06% 330
2023
Q4 		$318M Sell
10,302,218
-2,912,701
-22% -$76.6M 0.1% 210
2023
Q3 		$326M Buy
13,214,919
+98,508
+0.8% +$2.3M 0.11% 181
2023
Q2 		$266M Buy
13,116,411
+3,956,309
+43% +$79.5M 0.09% 227
2023
Q1 		$195M Buy
9,160,102
+4,469,586
+95% +$93.2M 0.07% 261
2022
Q4 		$87.6M Sell
4,690,516
-3,170,311
-40% -$53.9M 0.03% 541
2022
Q3 		$114M Buy
7,860,827
+1,345,217
+21% +$21.5M 0.05% 381
2022
Q2 		$106M Sell
6,515,610
-1,352,578
-17% -$23.7M 0.04% 428
2022
Q1 		$154M Sell
7,868,188
-512,877
-6% -$9.7M 0.05% 379
2021
Q4 		$150M Sell
8,381,065
-2,110,602
-20% -$37.2M 0.04% 424
2021
Q3 		$167M Buy
10,491,667
+251,215
+2% +$4.07M 0.05% 347
2021
Q2 		$157M Buy
10,240,452
+317,356
+3% +$5.01M 0.05% 367
2021
Q1 		$154M Sell
9,923,096
-150,593
-1% -$2.32M 0.05% 347
2020
Q4 		$142M Sell
10,073,689
-5,879,345
-37% -$77.8M 0.05% 372
2020
Q3 		$178M Buy
15,953,034
+2,964,165
+23% +$35.5M 0.07% 265
2020
Q2 		$150M Sell
12,988,869
-305,354
-2% -$3.14M 0.06% 285
2020
Q1 		$123M Buy
13,294,223
+2,261,850
+21% +$26.1M 0.06% 295
2019
Q4 		$139M Sell
11,032,373
-5,415,781
-33% -$64.4M 0.05% 346
2019
Q3 		$186M Buy
16,448,154
+4,346,358
+36% +$48.9M 0.07% 258
2019
Q2 		$143M Buy
12,101,796
+1,522,592
+14% +$18.7M 0.06% 304
2019
Q1 		$128M Buy
10,579,204
+5,644,886
+114% +$71.5M 0.05% 318
2018
Q4 		$61.1M Sell
4,934,318
-340,949
-6% -$4.62M 0.03% 503
2018
Q3 		$83M Buy
5,275,267
+661,279
+14% +$10.4M 0.03% 470
2018
Q2 		$70.8M Buy
4,613,988
+662,219
+17% +$10.8M 0.03% 512
2018
Q1 		$69.8M Buy
3,951,769
+2,461,327
+165% +$46.8M 0.03% 501
2017
Q4 		$27.4M Sell
1,490,442
-580,376
-28% -$10.1M 0.01% 987
2017
Q3 		$35.5M Sell
2,070,818
-271,470
-12% -$4.64M 0.02% 784
2017
Q2 		$39.8M Buy
2,342,288
+301,259
+15% +$4.9M 0.02% 677
2017
Q1 		$32.6M Sell
2,041,029
-820,765
-29% -$13.2M 0.02% 741
2016
Q4 		$44.8M Sell
2,861,794
-2,159,072
-43% -$32.5M 0.02% 596
2016
Q3 		$68.4M Sell
5,020,866
-20,846
-0.4% -$284K 0.04% 424
2016
Q2 		$65.3M Buy
5,041,712
+2,656,129
+111% +$40.6M 0.04% 409
2016
Q1 		$38.2M Buy
2,385,583
+441,533
+23% +$7.17M 0.03% 565
2015
Q4 		$37.7M Sell
1,944,050
-663,730
-25% -$13M 0.02% 618
2015
Q3 		$48.3M Buy
2,607,780
+1,278,545
+96% +$27.1M 0.03% 481
2015
Q2 		$28.2M Sell
1,329,235
-38,721,278
-97% -$809M 0.02% 772
2015
Q1 		$752M Buy
+40,050,513
New +$697M 0.52% 18

Other funds holding UBS

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Deutsche Bank
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.