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
2024
Q4 		– Sell
-116,000
Closed -$2.08M – 10483
2024
Q3 		$2.08M Hold
116,000
– – ﹤0.01% 3949
2024
Q2 		$2.04M Buy
+116,000
New +$2.4M ﹤0.01% 3755
2022
Q1 		– Sell
-74
Closed -$2K – 10988
2021
Q4 		$2K Buy
+74
New +$2.41K ﹤0.01% 9840
2021
Q2 		– Sell
-433,739
Closed -$16.3M – 9884
2021
Q1 		$16.3M Buy
+433,739
New +$18.5M 0.01% 1576

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

UBS Group's XP Position: Q1 2026 in Review

UBS Group increased its XP (XP) stake by 2.2% in Q1 2026, buying an estimated $624K and bringing the position to 1,473,508 shares worth $28.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2238.

UBS Group first reported a position in XP in Q4 2019 and has held it in 26 quarters since. 356 funds tracked by Wall St. Rank hold XP as of Q1 2026.

  • UBS Group held 1,473,508 shares of XP worth $28.1M as of Q1 2026.
  • UBS Group bought 32,271 XP shares in Q1 2026, an estimated $624K.
  • XP made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2238 holding.
  • UBS Group first reported a position in XP in Q4 2019 and has held it in 26 quarters since.
  • 356 funds tracked by Wall St. Rank held XP as of Q1 2026.

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