Vontobel Holding
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Vontobel Holding’s UBS Group UBS Stock Holding History

Vontobel Holding’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
Q1 		$581M Buy
15,126,281
+1,241,269
+9% +$53.1M 2% 7
2025
Q4 		$647M Buy
13,885,012
+49,467
+0.4% +$2M 2.04% 6
2025
Q3 		$565M Buy
13,835,545
+11,778
+0.1% +$457K 1.71% 12
2025
Q2 		$468M Sell
13,823,767
-3,322,417
-19% -$103M 1.49% 16
2025
Q1 		$521M Buy
17,146,184
+701,116
+4% +$23.4M 1.9% 12
2024
Q4 		$502M Buy
16,445,068
+301,394
+2% +$9.55M 1.72% 14
2024
Q3 		$497M Buy
16,143,674
+26,061
+0.2% +$783K 1.61% 14
2024
Q2 		$474M Buy
16,117,613
+1,379,794
+9% +$41M 1.54% 19
2024
Q1 		$453M Buy
14,737,819
+4,962,455
+51% +$147M 3.63% 3
2023
Q4 		$303M Sell
9,775,364
-1,431,986
-13% -$37.7M 2.54% 5
2023
Q3 		$278M Sell
11,207,350
-443,503
-4% -$10.4M 2.57% 5
2023
Q2 		$235M Sell
11,650,853
-2,244,330
-16% -$45.1M 2.07% 6
2023
Q1 		$293M Sell
13,895,183
-1,402,637
-9% -$29.3M 2.73% 4
2022
Q4 		$286M Sell
15,297,820
-1,889,494
-11% -$32.1M 2.89% 3
2022
Q3 		$252M Sell
17,187,314
-7,220,146
-30% -$116M 2.94% 4
2022
Q2 		$401M Sell
24,407,460
-2,297,753
-9% -$40.3M 4.33% 2
2022
Q1 		$522M Buy
26,705,213
+2,257,834
+9% +$42.7M 4.51% 3
2021
Q4 		$440M Sell
24,447,379
-629,531
-3% -$11.1M 3.66% 3
2021
Q3 		$404M Buy
25,076,910
+4,956,828
+25% +$80.3M 3.56% 4
2021
Q2 		$311M Buy
+20,120,082
New +$318M 2.68% 5

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vontobel Holding's UBS Position: Q1 2026 in Review

Vontobel Holding increased its UBS Group (UBS) stake by 8.9% in Q1 2026, buying an estimated $53.1M and bringing the position to 15,126,281 shares worth $581M. The position accounts for 2% of the portfolio, ranked #7.

Vontobel Holding first reported a position in UBS in Q2 2021 and has held it in 20 quarters since. The position peaked at $647M in Q4 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Vontobel Holding held 15,126,281 shares of UBS Group worth $581M as of Q1 2026.
  • Vontobel Holding bought 1,241,269 UBS Group shares in Q1 2026, an estimated $53.1M.
  • UBS Group made up 2% of Vontobel Holding's portfolio in Q1 2026, its #7 holding.
  • Vontobel Holding first reported a position in UBS Group in Q2 2021 and has held it in 20 quarters since.
  • Vontobel Holding's UBS Group position peaked at $647M in Q4 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.