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
Q3 		$6.09M Buy
290,000
+140,000
+93% +$2.49M ﹤0.01% 3919
2026
Q2 		$2.44M Buy
+150,000
New +$2.67M ﹤0.01% 4932
2024
Q2 		– Sell
-68,600
Closed -$1.76M – 10188
2024
Q1 		$1.76M Buy
+68,600
New +$1.72M ﹤0.01% 4075
2022
Q1 		– Sell
-45,360
Closed -$1.3M – 10989
2021
Q4 		$1.3M Buy
+45,360
New +$1.48M ﹤0.01% 4155
2021
Q2 		– Sell
-433,739
Closed -$16.3M – 9885
2021
Q1 		$16.3M Buy
+433,739
New +$18.5M 0.01% 1577

Other funds holding XP

ARGA Investment Management
ARGA Investment Management Stamford, Connecticut $3.94B AUM 28.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Seafarer Capital Partners
Seafarer Capital Partners Larkspur, California $369M AUM 26.9% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

UBS Group's XP Position: Q3 2026 in Review

UBS Group reduced its XP (XP) stake by 33% in Q3 2026, selling an estimated $10M and leaving 1,163,832 shares worth $24.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

UBS Group first reported a position in XP in Q4 2019 and has held it in 28 quarters since. The position peaked at $28.1M in Q1 2026. 182 funds tracked by Wall St. Rank hold XP as of Q3 2026.

  • UBS Group held 1,163,832 shares of XP worth $24.4M as of Q3 2026.
  • UBS Group sold 560,971 XP shares in Q3 2026, an estimated $10M.
  • XP made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #2451 holding.
  • UBS Group first reported a position in XP in Q4 2019 and has held it in 28 quarters since.
  • UBS Group's XP position peaked at $28.1M in Q1 2026.
  • 182 funds tracked by Wall St. Rank held XP as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.