UBS Group’s Full Truck Alliance YMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$63.4M Sell
7,638,574
-1,773,260
-19% -$16.9M 0.01% 1403
2025
Q4
$101M Buy
9,411,834
+8,221,287
+691% +$98.6M 0.02% 1008
2025
Q3
$15.4M Sell
1,190,547
-163,620
-12% -$2.03M ﹤0.01% 2852
2025
Q2
$16M Sell
1,354,167
-1,496,524
-52% -$17.4M ﹤0.01% 2611
2025
Q1
$36.4M Sell
2,850,691
-1,208,016
-30% -$14.6M 0.01% 1763
2024
Q4
$43.9M Buy
4,058,707
+936,120
+30% +$9.13M 0.01% 1582
2024
Q3
$28.1M Sell
3,122,587
-243,539
-7% -$1.87M 0.01% 1565
2024
Q2
$27.1M Buy
3,366,126
+1,031,955
+44% +$8.77M 0.01% 1450
2024
Q1
$17M Buy
2,334,171
+1,927,702
+474% +$12.9M ﹤0.01% 1823
2023
Q4
$2.85M Buy
406,469
+355,959
+705% +$2.51M ﹤0.01% 3430
2023
Q3
$356K Sell
50,510
-73,059
-59% -$504K ﹤0.01% 4919
2023
Q2
$769K Sell
123,569
-419,566
-77% -$2.71M ﹤0.01% 4470
2023
Q1
$4.13M Sell
543,135
-95,922
-15% -$760K ﹤0.01% 2698
2022
Q4
$5.11M Sell
639,057
-146,497
-19% -$1M ﹤0.01% 2486
2022
Q3
$5.14M Buy
785,554
+357,553
+84% +$2.76M ﹤0.01% 2324
2022
Q2
$3.88M Buy
428,001
+85,001
+25% +$578K ﹤0.01% 2593
2022
Q1
$2.29M Buy
343,000
+339,648
+10,133% +$2.75M ﹤0.01% 3310
2021
Q4
$28K Buy
3,352
+2,596
+343% +$34.3K ﹤0.01% 7464
2021
Q3
$12K Buy
756
+556
+278% +$8.18K ﹤0.01% 7796
2021
Q2
$4K Buy
+200
New +$3.93K ﹤0.01% 8702

Other funds holding YMM

UBS Group's YMM Position: Q1 2026 in Review

UBS Group reduced its Full Truck Alliance (YMM) stake by 19% in Q1 2026, selling an estimated $16.9M and leaving 7,638,574 shares worth $63.4M. The position accounts for 0.01% of the portfolio, ranked #1403.

UBS Group first reported a position in YMM in Q2 2021 and has held it in 20 quarters since. The position peaked at $101M in Q4 2025. 202 funds tracked by Wall St. Rank hold YMM as of Q1 2026.

  • UBS Group held 7,638,574 shares of Full Truck Alliance worth $63.4M as of Q1 2026.
  • UBS Group sold 1,773,260 Full Truck Alliance shares in Q1 2026, an estimated $16.9M.
  • Full Truck Alliance made up 0.01% of UBS Group's portfolio in Q1 2026, its #1403 holding.
  • UBS Group first reported a position in Full Truck Alliance in Q2 2021 and has held it in 20 quarters since.
  • UBS Group's Full Truck Alliance position peaked at $101M in Q4 2025.
  • 202 funds tracked by Wall St. Rank held Full Truck Alliance as of Q1 2026.

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