Vontobel Holding
UBS icon

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 		– Sell
-10,000
Closed -$466K – 1506
2025
Q4 		$466K Sell
10,000
-205,000
-95% -$8.28M ﹤0.01% 1010
2025
Q3 		$8.78M Sell
215,000
-70,000
-25% -$2.72M 0.03% 278
2025
Q2 		$9.65M Buy
+285,000
New +$8.82M 0.03% 261

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.