UBS Group’s Vanguard S&P 500 ETF VOO Stock Holding History

UBS Group’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-100	Closed	-$48.1K	–	10142
2024 Q1	$48.1K	Buy	+100	New	+$45.8K	﹤0.01%	6527
2022 Q4	–	Sell	-1,113,200	Closed	-$365M	–	11179
2022 Q3	$365M	Buy	+1,113,200	New	+$407M	0.16%	124
2021 Q1	–	Sell	-3,000	Closed	-$1.03M	–	9523
2020 Q4	$1.03M	Hold	3,000	–	–	﹤0.01%	3994
2020 Q3	$923K	Buy	+3,000	New	+$914K	﹤0.01%	3700
2020 Q2	–	Sell	-5,700	Closed	-$1.35M	–	8398
2020 Q1	$1.35M	Buy	+5,700	New	+$1.6M	﹤0.01%	3104
2016 Q2	–	Sell	-300	Closed	-$57K	–	7998
2016 Q1	$57K	Buy	+300	New	+$53.7K	﹤0.01%	5403

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Teacher Retirement System of Texas Austin, Texas $37.3B AUM 26.21% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

UBS Group's VOO Position: Q3 2026 in Review

UBS Group increased its Vanguard S&P 500 ETF (VOO) stake by 2.8% in Q3 2026, buying an estimated $93.8M and bringing the position to 4,908,066 shares worth $3.44B. The position accounts for 0.45% of the portfolio, ranked #28.

UBS Group first reported a position in VOO in Q4 2014 and has held it in 48 quarters since. 3,514 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

UBS Group held 4,908,066 shares of Vanguard S&P 500 ETF worth $3.44B as of Q3 2026.
UBS Group bought 134,365 Vanguard S&P 500 ETF shares in Q3 2026, an estimated $93.8M.
Vanguard S&P 500 ETF made up 0.45% of UBS Group's portfolio in Q3 2026, its #28 holding.
UBS Group first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 48 quarters since.
3,514 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.