VOYA Investment Management
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VOYA Investment Management’s UBS Group UBS Stock Holding History

VOYA 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
Q1 		$15.4M Sell
401,569
-17,099
-4% -$732K 0.02% 514
2025
Q4 		$19.5M Buy
418,668
+32,525
+8% +$1.31M 0.02% 512
2025
Q3 		$15.8M Sell
386,143
-121,808
-24% -$4.73M 0.02% 554
2025
Q2 		$17.1M Sell
507,951
-8,566
-2% -$265K 0.02% 581
2025
Q1 		$15.7M Sell
516,517
-43,477
-8% -$1.45M 0.02% 597
2024
Q4 		$17.1M Buy
559,994
+9,936
+2% +$315K 0.02% 587
2024
Q3 		$17M Buy
550,058
+4,712
+0.9% +$142K 0.02% 602
2024
Q2 		$16.1M Buy
545,346
+8,890
+2% +$264K 0.02% 617
2024
Q1 		$16.5M Sell
536,456
-719
-0.1% -$21.2K 0.02% 597
2023
Q4 		$16.7M Buy
537,175
+27,356
+5% +$719K 0.02% 574
2023
Q3 		$12.6M Buy
509,819
+30,654
+6% +$716K 0.01% 628
2023
Q2 		$9.69M Buy
479,165
+8,818
+2% +$177K 0.01% 750
2023
Q1 		$9.93M Buy
470,347
+10,972
+2% +$229K 0.01% 738
2022
Q4 		$8.54M Sell
459,375
-61,481
-12% -$1.05M 0.01% 772
2022
Q3 		$7.66M Buy
520,856
+6,070
+1% +$97.2K 0.01% 800
2022
Q2 		$8.28M Buy
514,786
+13,158
+3% +$231K 0.02% 556
2022
Q1 		$9.89M Sell
501,628
-91,281
-15% -$1.73M 0.02% 628
2021
Q4 		$10.7M Sell
592,909
-48,791
-8% -$859K 0.02% 575
2021
Q3 		$10.3M Buy
641,700
+104,678
+19% +$1.7M 0.02% 572
2021
Q2 		$8.23M Buy
537,022
+15,661
+3% +$247K 0.02% 684
2021
Q1 		$8.11M Sell
521,361
-5,416
-1% -$83.3K 0.02% 653
2020
Q4 		$7.43M Sell
526,777
-46,030
-8% -$609K 0.02% 679
2020
Q3 		$6.42M Sell
572,807
-390
-0.1% -$4.67K 0.01% 667
2020
Q2 		$6.6M Sell
573,197
-37,208
-6% -$383K 0.02% 658
2020
Q1 		$5.71M Buy
610,405
+12,328
+2% +$142K 0.02% 658
2019
Q4 		$7.55M Sell
598,077
-1,930
-0.3% -$23K 0.02% 698
2019
Q3 		$6.82M Buy
600,007
+170,502
+40% +$1.92M 0.01% 715
2019
Q2 		$5.11M Sell
429,505
-62,713
-13% -$769K 0.01% 802
2019
Q1 		$5.96M Buy
492,218
+21,385
+5% +$271K 0.01% 732
2018
Q4 		$5.84M Buy
470,833
+8,272
+2% +$112K 0.01% 703
2018
Q3 		$7.34M Buy
462,561
+6,069
+1% +$95.4K 0.02% 706
2018
Q2 		$7.04M Buy
456,492
+50,798
+13% +$826K 0.02% 722
2018
Q1 		$7.12M Sell
405,694
-41
-0% -$779 0.02% 713
2017
Q4 		$7.47M Sell
405,735
-2,417
-0.6% -$42K 0.02% 703
2017
Q3 		$6.98M Sell
408,152
-4,348
-1% -$74.4K 0.02% 710
2017
Q2 		$7M Sell
412,500
-1,047
-0.3% -$17K 0.02% 703
2017
Q1 		$6.62M Buy
413,547
+22,072
+6% +$355K 0.02% 718
2016
Q4 		$6.14M Sell
391,475
-1,778
-0.5% -$26.8K 0.01% 735
2016
Q3 		$5.37K Buy
393,253
+13
+0% +$177 0.01% 778
2016
Q2 		$5.07M Sell
393,240
-3,013
-0.8% -$46K 0.01% 775
2016
Q1 		$6.41M Sell
396,253
-24,284
-6% -$394K 0.02% 685
2015
Q4 		$8.2M Sell
420,537
-770,162
-65% -$15M 0.02% 622
2015
Q3 		$21.9M Buy
1,190,699
+765,438
+180% +$16.2M 0.06% 308
2015
Q2 		$9.02M Sell
425,261
-19,003
-4% -$397K 0.02% 623
2015
Q1 		$8.38M Sell
444,264
-1,666
-0.4% -$29K 0.02% 647
2014
Q4 		$7.67M Buy
+445,930
New +$7.64M 0.02% 673

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

VOYA Investment Management's UBS Position: Q1 2026 in Review

VOYA Investment Management reduced its UBS Group (UBS) stake by 4.1% in Q1 2026, selling an estimated $732K and leaving 401,569 shares worth $15.4M. The position accounts for 0.02% of the portfolio, ranked #514.

VOYA Investment Management first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $21.9M in Q3 2015. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • VOYA Investment Management held 401,569 shares of UBS Group worth $15.4M as of Q1 2026.
  • VOYA Investment Management sold 17,099 UBS Group shares in Q1 2026, an estimated $732K.
  • UBS Group made up 0.02% of VOYA Investment Management's portfolio in Q1 2026, its #514 holding.
  • VOYA Investment Management first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
  • VOYA Investment Management's UBS Group position peaked at $21.9M in Q3 2015.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on VOYA Investment Management's 13F filing for Q1 2026, filed 12 May 2026.