UBS Group
XP icon

UBS Group’s XP XP Stock Holding History

UBS Group’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28M Buy
1,724,803
+251,295
+17% +$4.48M ﹤0.01% 2332
2026
Q1 		$28.1M Buy
1,473,508
+32,271
+2% +$624K ﹤0.01% 2238
2025
Q4 		$23.6M Buy
1,441,237
+730,905
+103% +$12.9M ﹤0.01% 2425
2025
Q3 		$13.3M Buy
710,332
+251,825
+55% +$4.52M ﹤0.01% 2986
2025
Q2 		$9.26M Buy
458,507
+141,422
+45% +$2.44M ﹤0.01% 3155
2025
Q1 		$4.36M Sell
317,085
-394,187
-55% -$5.43M ﹤0.01% 3926
2024
Q4 		$8.43M Buy
711,272
+479,884
+207% +$7.55M ﹤0.01% 3250
2024
Q3 		$4.15M Buy
231,388
+168,691
+269% +$3.08M ﹤0.01% 3265
2024
Q2 		$1.1M Sell
62,697
-173,914
-74% -$3.59M ﹤0.01% 4333
2024
Q1 		$6.07M Buy
236,611
+159,805
+208% +$4.01M ﹤0.01% 2771
2023
Q4 		$2M Sell
76,806
-132,638
-63% -$3.03M ﹤0.01% 3825
2023
Q3 		$4.83M Buy
209,444
+89,844
+75% +$2.25M ﹤0.01% 2603
2023
Q2 		$2.81M Sell
119,600
-30,959
-21% -$525K ﹤0.01% 3192
2023
Q1 		$1.79M Sell
150,559
-7,508
-5% -$107K ﹤0.01% 3549
2022
Q4 		$2.42M Buy
158,067
+48,292
+44% +$845K ﹤0.01% 3204
2022
Q3 		$2.09M Buy
109,775
+1,601
+1% +$31.8K ﹤0.01% 3121
2022
Q2 		$1.94M Buy
108,174
+4,762
+5% +$110K ﹤0.01% 3175
2022
Q1 		$3.11M Sell
103,412
-5,443
-5% -$170K ﹤0.01% 3026
2021
Q4 		$3.13M Sell
108,855
-507
-0.5% -$16.5K ﹤0.01% 3315
2021
Q3 		$4.39M Buy
109,362
+102,483
+1,490% +$4.58M ﹤0.01% 2803
2021
Q2 		$300K Sell
6,879
-191,488
-97% -$7.92M ﹤0.01% 5089
2021
Q1 		$7.47M Buy
198,367
+34,911
+21% +$1.49M ﹤0.01% 2214
2020
Q4 		$6.48M Buy
163,456
+38,850
+31% +$1.59M ﹤0.01% 2204
2020
Q3 		$5.2M Buy
124,606
+10,155
+9% +$464K ﹤0.01% 2168
2020
Q2 		$4.81M Buy
114,451
+112,115
+4,799% +$3.44M ﹤0.01% 2077
2020
Q1 		$45K Buy
2,336
+1,348
+136% +$45.6K ﹤0.01% 5917
2019
Q4 		$38K Buy
+988
New +$37.1K ﹤0.01% 6518

Other funds holding XP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return
GA
General Atlantic New York $2.91B AUM 24.21% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

UBS Group's XP Position: Q2 2026 in Review

UBS Group increased its XP (XP) stake by 17% in Q2 2026, buying an estimated $4.48M and bringing the position to 1,724,803 shares worth $28M. The position accounts for ﹤0.01% of the portfolio, ranked #2332.

UBS Group first reported a position in XP in Q4 2019 and has held it in 27 quarters since. The position peaked at $28.1M in Q1 2026. 320 funds tracked by Wall St. Rank hold XP as of Q2 2026.

  • UBS Group held 1,724,803 shares of XP worth $28M as of Q2 2026.
  • UBS Group bought 251,295 XP shares in Q2 2026, an estimated $4.48M.
  • XP made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2332 holding.
  • UBS Group first reported a position in XP in Q4 2019 and has held it in 27 quarters since.
  • UBS Group's XP position peaked at $28.1M in Q1 2026.
  • 320 funds tracked by Wall St. Rank held XP as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.