Vanguard Group’s UBS Group UBS Stock Holding History

Vanguard Group’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
2025 Q4	$6.42B	Buy	139,105,725 +1,758,287	+1%	+$71M	0.09%	192
2025 Q3	$5.65B	Buy	137,347,438 +1,990,426	+1%	+$77.3M	0.08%	217
2025 Q2	$4.6B	Buy	135,357,012 +3,907,669	+3%	+$121M	0.07%	268
2025 Q1	$4.04B	Buy	131,449,343 +3,562,475	+3%	+$119M	0.07%	268
2024 Q4	$3.92B	Buy	127,886,868 +1,296,428	+1%	+$41.1M	0.07%	282
2024 Q3	$3.92B	Buy	126,590,440 +1,647,374	+1%	+$49.5M	0.07%	275
2024 Q2	$3.69B	Buy	124,943,066 +9,413,685	+8%	+$280M	0.07%	279
2024 Q1	$3.55B	Buy	115,529,381 +1,546,632	+1%	+$45.7M	0.07%	291
2023 Q4	$3.52B	Buy	113,982,749 +7,249,527	+7%	+$191M	0.08%	260
2023 Q3	$2.63B	Sell	106,733,222 -4,345,936	-4%	-$102M	0.06%	314
2023 Q2	$2.25B	Buy	111,079,158 +7,215,957	+7%	+$145M	0.05%	369
2023 Q1	$2.22B	Sell	103,863,201 -4,997,429	-5%	-$104M	0.06%	367
2022 Q4	$2.03B	Sell	108,860,630 -519,903	-0.5%	-$8.84M	0.06%	381
2022 Q3	$1.59B	Sell	109,380,533 -252,146	-0.2%	-$4.04M	0.05%	416
2022 Q2	$1.78B	Buy	109,632,679 +141,281	+0.1%	+$2.48M	0.05%	398
2022 Q1	$2.14B	Sell	109,491,398 -12,627	-0%	-$239K	0.05%	400
2021 Q4	$1.96B	Buy	109,504,025 +2,085,577	+2%	+$36.7M	0.04%	448
2021 Q3	$1.71B	Buy	107,418,448 +1,763,772	+2%	+$28.6M	0.04%	465
2021 Q2	$1.62B	Sell	105,654,676 -118,520	-0.1%	-$1.87M	0.04%	484
2021 Q1	$1.64B	Buy	105,773,196 +837,645	+0.8%	+$12.9M	0.04%	453
2020 Q4	$1.48B	Sell	104,935,551 -405,625	-0.4%	-$5.37M	0.04%	455
2020 Q3	$1.17B	Sell	105,341,176 -1,258,667	-1%	-$15.1M	0.04%	475
2020 Q2	$1.23B	Sell	106,599,843 -3,168,813	-3%	-$32.6M	0.04%	433
2020 Q1	$1.02B	Buy	109,768,656 +3,915,230	+4%	+$45.1M	0.04%	430
2019 Q4	$1.33B	Buy	105,853,426 +1,414,679	+1%	+$16.8M	0.05%	451
2019 Q3	$1.18B	Buy	104,438,747 +90,073	+0.1%	+$1.01M	0.04%	463
2019 Q2	$1.24B	Buy	104,348,674 +2,984,364	+3%	+$36.6M	0.05%	438
2019 Q1	$1.23B	Sell	101,364,310 -1,336,621	-1%	-$16.9M	0.05%	436
2018 Q4	$1.27B	Buy	102,700,931 +3,202,416	+3%	+$43.4M	0.06%	367
2018 Q3	$1.57B	Buy	99,498,515 +2,120,152	+2%	+$33.3M	0.06%	355
2018 Q2	$1.49B	Buy	97,378,363 +3,389,699	+4%	+$55.1M	0.06%	362
2018 Q1	$1.66B	Buy	93,988,664 +2,679,669	+3%	+$50.9M	0.07%	302
2017 Q4	$1.68B	Buy	91,308,995 +2,903,259	+3%	+$50.5M	0.07%	303
2017 Q3	$1.52B	Buy	88,405,736 +2,206,149	+3%	+$37.7M	0.07%	310
2017 Q2	$1.46B	Buy	86,199,587 +4,634,833	+6%	+$75.3M	0.07%	312
2017 Q1	$1.3B	Buy	81,564,754 +3,064,547	+4%	+$49.3M	0.07%	332
2016 Q4	$1.23B	Buy	78,500,207 +2,542,350	+3%	+$38.3M	0.07%	326
2016 Q3	$1.03B	Sell	75,957,857 -1,608,684	-2%	-$21.9M	0.06%	377
2016 Q2	$1.01B	Buy	77,566,541 +3,488,096	+5%	+$53.3M	0.06%	360
2016 Q1	$1.19B	Buy	74,078,445 +2,010,017	+3%	+$32.6M	0.08%	281
2015 Q4	$1.4B	Buy	72,068,428 +2,360,622	+3%	+$46.1M	0.09%	224
2015 Q3	$1.29B	Buy	69,707,806 +5,207,374	+8%	+$110M	0.09%	228
2015 Q2	$1.37B	Buy	64,500,432 +6,560,107	+11%	+$137M	0.09%	221
2015 Q1	$1.09B	Buy	+57,940,325	New	+$1.01B	0.07%	293

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Vanguard Group's UBS Position: Q4 2025 in Review

Vanguard Group increased its UBS Group (UBS) stake by 1.3% in Q4 2025, buying an estimated $71M and bringing the position to 139,105,725 shares worth $6.42B. The position accounts for 0.09% of the portfolio, ranked #192.

Vanguard Group first reported a position in UBS in Q1 2015 and has held it in 44 quarters since. 690 funds tracked by Wall St. Rank hold UBS as of Q4 2025.

Vanguard Group held 139,105,725 shares of UBS Group worth $6.42B as of Q4 2025.
Vanguard Group bought 1,758,287 UBS Group shares in Q4 2025, an estimated $71M.
UBS Group made up 0.09% of Vanguard Group's portfolio in Q4 2025, its #192 holding.
Vanguard Group first reported a position in UBS Group in Q1 2015 and has held it in 44 quarters since.
690 funds tracked by Wall St. Rank held UBS Group as of Q4 2025.

Based on Vanguard Group's 13F filing for Q4 2025, filed 29 Jan 2026.