UBS Group’s Full Truck Alliance YMM Stock Holding History

UBS Group’s Portfolio YMM Stock Details YMM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,436,330	Closed	-$18.6M	–	11266
2025 Q3	$18.6M	Buy	1,436,330 +25,000	+2%	+$310K	﹤0.01%	2644
2025 Q2	$16.7M	Buy	1,411,330 +368,595	+35%	+$4.29M	﹤0.01%	2568
2025 Q1	$13.3M	Hold	1,042,735	–	–	﹤0.01%	2764
2024 Q4	$11.3M	Buy	1,042,735 +661,330	+173%	+$6.45M	﹤0.01%	2912
2024 Q3	$3.44M	Hold	381,405	–	–	﹤0.01%	3448
2024 Q2	$3.07M	Sell	381,405 -293,595	-43%	-$2.5M	﹤0.01%	3327
2024 Q1	$4.91M	Sell	675,000 -450,000	-40%	-$3M	﹤0.01%	2993
2023 Q4	$7.89M	Hold	1,125,000	–	–	﹤0.01%	2307
2023 Q3	$7.92M	Buy	1,125,000 +625,000	+125%	+$4.31M	﹤0.01%	2168
2023 Q2	$3.11M	Sell	500,000 -500,000	-50%	-$3.22M	﹤0.01%	3068
2023 Q1	$7.61M	Buy	1,000,000 +500,000	+100%	+$3.96M	﹤0.01%	2123
2022 Q4	$4M	Buy	+500,000	New	+$3.43M	﹤0.01%	2710

Other funds holding YMM

FBIL

First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

ASI

All-Stars Investment Hong Kong $206M AUM 31.57% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

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.