UBS Group
VRTS icon

UBS Group’s Virtus Investment Partners VRTS Stock Holding History

UBS Group’s Portfolio VRTS Stock Details VRTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$618K Sell
4,599
-2,453
-35% -$362K ﹤0.01% 5921
2025
Q4 		$1.15M Sell
7,052
-22,491
-76% -$3.8M ﹤0.01% 5449
2025
Q3 		$5.61M Buy
29,543
+23,351
+377% +$4.59M ﹤0.01% 3912
2025
Q2 		$1.12M Sell
6,192
-4,717
-43% -$785K ﹤0.01% 5350
2025
Q1 		$1.88M Buy
10,909
+5,821
+114% +$1.11M ﹤0.01% 4757
2024
Q4 		$1.12M Buy
5,088
+1,293
+34% +$294K ﹤0.01% 5214
2024
Q3 		$795K Sell
3,795
-4,637
-55% -$993K ﹤0.01% 4854
2024
Q2 		$1.9M Sell
8,432
-439
-5% -$99.9K ﹤0.01% 3818
2024
Q1 		$2.2M Buy
8,871
+3,343
+60% +$792K ﹤0.01% 3852
2023
Q4 		$1.34M Buy
5,528
+5,396
+4,088% +$1.08M ﹤0.01% 4233
2023
Q3 		$26.7K Sell
132
-5,096
-97% -$1.04M ﹤0.01% 6651
2023
Q2 		$1.03M Buy
5,228
+1,184
+29% +$224K ﹤0.01% 4209
2023
Q1 		$770K Buy
4,044
+457
+13% +$92.4K ﹤0.01% 4338
2022
Q4 		$687K Buy
3,587
+2,336
+187% +$418K ﹤0.01% 4416
2022
Q3 		$199K Buy
1,251
+472
+61% +$90.5K ﹤0.01% 5081
2022
Q2 		$133K Sell
779
-842
-52% -$159K ﹤0.01% 5208
2022
Q1 		$389K Buy
1,621
+846
+109% +$214K ﹤0.01% 4868
2021
Q4 		$231K Buy
775
+610
+370% +$189K ﹤0.01% 5562
2021
Q3 		$51K Sell
165
-284
-63% -$84.3K ﹤0.01% 6313
2021
Q2 		$125K Sell
449
-3,735
-89% -$1.01M ﹤0.01% 5711
2021
Q1 		$986K Sell
4,184
-889
-18% -$214K ﹤0.01% 4261
2020
Q4 		$1.1M Buy
5,073
+1,416
+39% +$257K ﹤0.01% 3940
2020
Q3 		$507K Sell
3,657
-4,304
-54% -$582K ﹤0.01% 4188
2020
Q2 		$926K Buy
7,961
+3,167
+66% +$296K ﹤0.01% 3576
2020
Q1 		$364K Sell
4,794
-4,003
-46% -$451K ﹤0.01% 4249
2019
Q4 		$1.07M Buy
8,797
+3,592
+69% +$401K ﹤0.01% 4146
2019
Q3 		$576K Buy
5,205
+3,069
+144% +$330K ﹤0.01% 4445
2019
Q2 		$230K Buy
2,136
+1,125
+111% +$126K ﹤0.01% 4833
2019
Q1 		$99K Sell
1,011
-2,366
-70% -$224K ﹤0.01% 5079
2018
Q4 		$268K Buy
3,377
+955
+39% +$92.7K ﹤0.01% 4726
2018
Q3 		$276K Buy
2,422
+157
+7% +$19.9K ﹤0.01% 4821
2018
Q2 		$290K Buy
2,265
+1,552
+218% +$192K ﹤0.01% 4709
2018
Q1 		$88K Sell
713
-3,065
-81% -$388K ﹤0.01% 5304
2017
Q4 		$435K Sell
3,778
-6
-0.2% -$705 ﹤0.01% 4391
2017
Q3 		$439K Buy
3,784
+2,939
+348% +$328K ﹤0.01% 4315
2017
Q2 		$94K Sell
845
-14,872
-95% -$1.58M ﹤0.01% 5212
2017
Q1 		$1.66M Buy
15,717
+6,065
+63% +$678K ﹤0.01% 3106
2016
Q4 		$1.14M Buy
9,652
+6,414
+198% +$700K ﹤0.01% 3439
2016
Q3 		$317K Buy
3,238
+3,015
+1,352% +$264K ﹤0.01% 4223
2016
Q2 		$16K Sell
223
-1,041
-82% -$78.9K ﹤0.01% 6468
2016
Q1 		$99K Buy
1,264
+79
+7% +$7.1K ﹤0.01% 4993
2015
Q4 		$140K Buy
1,185
+941
+386% +$113K ﹤0.01% 4948
2015
Q3 		$24K Sell
244
-220
-47% -$25.3K ﹤0.01% 6544
2015
Q2 		$61K Sell
464
-296
-39% -$38.6K ﹤0.01% 5834
2015
Q1 		$100K Sell
760
-2,596
-77% -$367K ﹤0.01% 5417
2014
Q4 		$572K Buy
+3,356
New +$561K ﹤0.01% 4073

Other funds holding VRTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UBS Group's VRTS Position: Q1 2026 in Review

UBS Group reduced its Virtus Investment Partners (VRTS) stake by 35% in Q1 2026, selling an estimated $362K and leaving 4,599 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #5921.

UBS Group first reported a position in VRTS in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.61M in Q3 2025. 237 funds tracked by Wall St. Rank hold VRTS as of Q1 2026.

  • UBS Group held 4,599 shares of Virtus Investment Partners worth $618K as of Q1 2026.
  • UBS Group sold 2,453 Virtus Investment Partners shares in Q1 2026, an estimated $362K.
  • Virtus Investment Partners made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5921 holding.
  • UBS Group first reported a position in Virtus Investment Partners in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Virtus Investment Partners position peaked at $5.61M in Q3 2025.
  • 237 funds tracked by Wall St. Rank held Virtus Investment Partners as of Q1 2026.

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