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	$19.5M	Buy	500,000 +350,000	+233%	+$15M	﹤0.01%	2613
2025 Q4	$6.95M	Sell	150,000 -350,000	-70%	-$14.1M	﹤0.01%	3687
2025 Q3	$20.5M	Buy	500,000 +300,000	+150%	+$11.7M	﹤0.01%	2532
2025 Q2	$6.76M	Hold	200,000	–	–	﹤0.01%	3548
2025 Q1	$6.13M	Buy	200,000 +100,000	+100%	+$3.33M	﹤0.01%	3578
2024 Q4	$3.03M	Hold	100,000	–	–	﹤0.01%	4315
2024 Q3	$3.09M	Hold	100,000	–	–	﹤0.01%	3553
2024 Q2	$2.95M	Hold	100,000	–	–	﹤0.01%	3367
2024 Q1	$3.07M	Sell	100,000 -450,000	-82%	-$13.3M	﹤0.01%	3493
2023 Q4	$17M	Buy	550,000 +47,706	+9%	+$1.25M	0.01%	1694
2023 Q3	$12.4M	Sell	502,294 -113,517	-18%	-$2.65M	﹤0.01%	1824
2023 Q2	$12.5M	Buy	615,811 +492,870	+401%	+$9.91M	﹤0.01%	1810
2023 Q1	$2.62M	Sell	122,941 -15,437	-11%	-$322K	﹤0.01%	3144
2022 Q4	$2.58M	Sell	138,378 -599,750	-81%	-$10.2M	﹤0.01%	3133
2022 Q3	$10.7M	Sell	738,128 -1,139,668	-61%	-$18.2M	﹤0.01%	1726
2022 Q2	$30.5M	Sell	1,877,796 -542,304	-22%	-$9.51M	0.01%	1055
2022 Q1	$47.3M	Buy	2,420,100 +707,491	+41%	+$13.4M	0.02%	882
2021 Q4	$30.6M	Sell	1,712,609 -1,528,256	-47%	-$26.9M	0.01%	1276
2021 Q3	$51.7M	Buy	3,240,865 +1,901,685	+142%	+$30.8M	0.02%	846
2021 Q2	$20.5M	Sell	1,339,180 -28,768	-2%	-$454K	0.01%	1475
2021 Q1	$21.2M	Sell	1,367,948 -364,844	-21%	-$5.61M	0.01%	1407
2020 Q4	$24.5M	Sell	1,732,792 -1,153,267	-40%	-$15.3M	0.01%	1214
2020 Q3	$32.2M	Sell	2,886,059 -1,731,353	-37%	-$20.8M	0.01%	882
2020 Q2	$53.3M	Buy	4,617,412 +1,671,100	+57%	+$17.2M	0.02%	574
2020 Q1	$27.3M	Buy	2,946,312 +2,832,816	+2,496%	+$32.6M	0.01%	830
2019 Q4	$1.43M	Buy	113,496 +55,789	+97%	+$664K	﹤0.01%	3875
2019 Q3	$653K	Buy	57,707 +22,370	+63%	+$252K	﹤0.01%	4330
2019 Q2	$419K	Sell	35,337 -81,553	-70%	-$999K	﹤0.01%	4420
2019 Q1	$1.42M	Buy	116,890 +50,321	+76%	+$637K	﹤0.01%	3298
2018 Q4	$824K	Sell	66,569 -489,092	-88%	-$6.63M	﹤0.01%	3856
2018 Q3	$8.74M	Sell	555,661 -105,693	-16%	-$1.66M	﹤0.01%	1890
2018 Q2	$10.1M	Buy	661,354 +53,709	+9%	+$873K	﹤0.01%	1737
2018 Q1	$10.7M	Sell	607,645 -504,094	-45%	-$9.58M	﹤0.01%	1621
2017 Q4	$20.4M	Buy	1,111,739 +108,918	+11%	+$1.89M	0.01%	1190
2017 Q3	$17.2M	Sell	1,002,821 -534,843	-35%	-$9.15M	0.01%	1202
2017 Q2	$26.1M	Sell	1,537,664 -192,522	-11%	-$3.13M	0.01%	882
2017 Q1	$27.6M	Buy	1,730,186 +590,766	+52%	+$9.51M	0.02%	835
2016 Q4	$17.9M	Sell	1,139,420 -1,126,558	-50%	-$17M	0.01%	1097
2016 Q3	$30.9M	Buy	2,265,978 +316,157	+16%	+$4.3M	0.02%	720
2016 Q2	$25.3M	Buy	1,949,821 +1,492,666	+327%	+$22.8M	0.02%	806
2016 Q1	$7.32M	Buy	457,155 +170,347	+59%	+$2.77M	﹤0.01%	1541
2015 Q4	$5.55M	Sell	286,808 -360,913	-56%	-$7.04M	﹤0.01%	1869
2015 Q3	$12M	Sell	647,721 -760,333	-54%	-$16.1M	0.01%	1236
2015 Q2	$29.9M	Sell	1,408,054 -124,903	-8%	-$2.61M	0.02%	748
2015 Q1	$28.8M	Buy	+1,532,957	New	+$26.7M	0.02%	757

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.