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 		$16.3M Buy
+1,000,000
New +$17.8M ﹤0.01% 2904
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 $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.