Vanguard Investments Australia’s UBS Group UBS Stock Holding History

Vanguard Investments Australia’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	$80M	Buy	1,614,810 +36,099	+2%	+$1.64M	0.2%	86
2026 Q1	$61.6M	Buy	+1,578,711	New	+$67.6M	0.18%	107

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Vanguard Investments Australia's UBS Position: Q2 2026 in Review

Vanguard Investments Australia increased its UBS Group (UBS) stake by 2.3% in Q2 2026, buying an estimated $1.64M and bringing the position to 1,614,810 shares worth $80M. The position accounts for 0.2% of the portfolio, ranked #86.

Vanguard Investments Australia first reported a position in UBS in Q1 2026 and has held it in 2 quarters since. 719 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Vanguard Investments Australia held 1,614,810 shares of UBS Group worth $80M as of Q2 2026.
Vanguard Investments Australia bought 36,099 UBS Group shares in Q2 2026, an estimated $1.64M.
UBS Group made up 0.2% of Vanguard Investments Australia's portfolio in Q2 2026, its #86 holding.
Vanguard Investments Australia first reported a position in UBS Group in Q1 2026 and has held it in 2 quarters since.
719 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Vanguard Investments Australia's 13F filing for Q2 2026, filed 13 Aug 2026.