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USS Investment Management’s UBS Group UBS Stock Holding History

USS Investment Management’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.9M Sell
521,574
-310
-0.1% -$14.1K 0.09% 130
2026
Q1 		$20.1M Buy
521,884
+5,448
+1% +$233K 0.08% 137
2025
Q4 		$24M Hold
516,436
– – 0.11% 109
2025
Q3 		$21.1M Hold
516,436
– – 0.1% 117
2025
Q2 		$17.5M Hold
516,436
– – 0.1% 127
2025
Q1 		$15.7M Sell
516,436
-181
-0% -$6.04K 0.11% 131
2024
Q4 		$15.8M Buy
516,617
+13,247
+3% +$420K 0.11% 147
2024
Q3 		$15.5M Buy
503,370
+34,578
+7% +$1.04M 0.11% 157
2024
Q2 		$13.8M Buy
468,792
+9,438
+2% +$281K 0.11% 153
2024
Q1 		$14.1M Sell
459,354
-1,495
-0.3% -$44.2K 0.12% 148
2023
Q4 		$14.3M Sell
460,849
-37,923
-8% -$997K 0.13% 134
2023
Q3 		$12.4M Sell
498,772
-55,088
-10% -$1.29M 0.13% 143
2023
Q2 		$11.2M Sell
553,860
-210,238
-28% -$4.23M 0.13% 159
2023
Q1 		$16.1M Buy
764,098
+12,250
+2% +$256K 0.22% 96
2022
Q4 		$14M Hold
751,848
– – 0.2% 114
2022
Q3 		$11M Sell
751,848
-653,055
-46% -$10.5M 0.16% 136
2022
Q2 		$22.7M Sell
1,404,903
-603,209
-30% -$10.6M 0.23% 96
2022
Q1 		$39.5M Sell
2,008,112
-47,038
-2% -$890K 0.32% 63
2021
Q4 		$36.9M Hold
2,055,150
– – 0.28% 79
2021
Q3 		$33.1M Buy
2,055,150
+1,864,052
+975% +$30.2M 0.28% 83
2021
Q2 		$2.92M Hold
191,098
– – 0.02% 360
2021
Q1 		$2.96M Hold
191,098
– – 0.03% 336
2020
Q4 		$2.7M Buy
191,098
+153,175
+404% +$2.03M 0.02% 328
2020
Q3 		$424K Hold
37,923
– – ﹤0.01% 559
2020
Q2 		$436K Buy
+37,923
New +$391K ﹤0.01% 560

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

USS Investment Management's UBS Position: Q2 2026 in Review

USS Investment Management reduced its UBS Group (UBS) stake by 0.06% in Q2 2026, selling an estimated $14.1K and leaving 521,574 shares worth $25.9M. The position accounts for 0.09% of the portfolio, ranked #130.

USS Investment Management first reported a position in UBS in Q2 2020 and has held it in 25 quarters since. The position peaked at $39.5M in Q1 2022. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • USS Investment Management held 521,574 shares of UBS Group worth $25.9M as of Q2 2026.
  • USS Investment Management sold 310 UBS Group shares in Q2 2026, an estimated $14.1K.
  • UBS Group made up 0.09% of USS Investment Management's portfolio in Q2 2026, its #130 holding.
  • USS Investment Management first reported a position in UBS Group in Q2 2020 and has held it in 25 quarters since.
  • USS Investment Management's UBS Group position peaked at $39.5M in Q1 2022.
  • 767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on USS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.