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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

UBS Group's VOO Position: Q1 2026 in Review

UBS Group increased its Vanguard S&P 500 ETF (VOO) stake by 16% in Q1 2026, buying an estimated $406M and bringing the position to 4,680,514 shares worth $2.8B. The position accounts for 0.42% of the portfolio, ranked #27.

UBS Group first reported a position in VOO in Q4 2014 and has held it in 46 quarters since. 3,834 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

UBS Group held 4,680,514 shares of Vanguard S&P 500 ETF worth $2.8B as of Q1 2026.
UBS Group bought 649,812 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $406M.
Vanguard S&P 500 ETF made up 0.42% of UBS Group's portfolio in Q1 2026, its #27 holding.
UBS Group first reported a position in Vanguard S&P 500 ETF in Q4 2014 and has held it in 46 quarters since.
3,834 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

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