Wellington Management Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.91B | Sell |
49,920,657
-7,732,133
| -13% | -$331M | 0.36% | 60 |
|
|
2025
Q4 | $2.69B | Sell |
57,652,790
-6,018,520
| -9% | -$243M | 0.47% | 38 |
|
|
2025
Q3 | $2.6B | Buy |
63,671,310
+45,731,061
| +255% | +$1.78B | 0.46% | 45 |
|
|
2025
Q2 | $605M | Buy |
17,940,249
+5,779,346
| +48% | +$179M | 0.11% | 175 |
|
|
2025
Q1 | $369M | Sell |
12,160,903
-760,582
| -6% | -$25.4M | 0.07% | 229 |
|
|
2024
Q4 | $395M | Sell |
12,921,485
-787,138
| -6% | -$24.9M | 0.07% | 226 |
|
|
2024
Q3 | $424M | Buy |
13,708,623
+2,307,033
| +20% | +$69.3M | 0.07% | 231 |
|
|
2024
Q2 | $336M | Buy |
11,401,590
+4,496,405
| +65% | +$134M | 0.06% | 276 |
|
|
2024
Q1 | $213M | Sell |
6,905,185
-1,702,747
| -20% | -$50.3M | 0.04% | 380 |
|
|
2023
Q4 | $267M | Sell |
8,607,932
-2,857,802
| -25% | -$75.2M | 0.05% | 335 |
|
|
2023
Q3 | $284M | Sell |
11,465,734
-6,634,322
| -37% | -$155M | 0.06% | 297 |
|
|
2023
Q2 | $366M | Sell |
18,100,056
-1,140,211
| -6% | -$22.9M | 0.07% | 268 |
|
|
2023
Q1 | $406M | Sell |
19,240,267
-28,464,808
| -60% | -$594M | 0.08% | 243 |
|
|
2022
Q4 | $887M | Sell |
47,705,075
-3,641,463
| -7% | -$61.9M | 0.18% | 127 |
|
|
2022
Q3 | $755M | Sell |
51,346,538
-1,350,215
| -3% | -$21.6M | 0.16% | 138 |
|
|
2022
Q2 | $847M | Sell |
52,696,753
-5,621,375
| -10% | -$98.5M | 0.17% | 131 |
|
|
2022
Q1 | $1.15B | Buy |
58,318,128
+15,584,492
| +36% | +$295M | 0.2% | 122 |
|
|
2021
Q4 | $770M | Sell |
42,733,636
-2,075,919
| -5% | -$36.5M | 0.12% | 171 |
|
|
2021
Q3 | $721M | Buy |
44,809,555
+69,599
| +0.2% | +$1.13M | 0.12% | 172 |
|
|
2021
Q2 | $685M | Buy |
44,739,956
+1,068,951
| +2% | +$16.9M | 0.11% | 183 |
|
|
2021
Q1 | $679M | Sell |
43,671,005
-718,287
| -2% | -$11M | 0.12% | 179 |
|
|
2020
Q4 | $626M | Sell |
44,389,292
-2,815,433
| -6% | -$37.3M | 0.12% | 183 |
|
|
2020
Q3 | $529M | Buy |
47,204,725
+110,198
| +0.2% | +$1.32M | 0.11% | 173 |
|
|
2020
Q2 | $542M | Sell |
47,094,527
-4,928,128
| -9% | -$50.8M | 0.12% | 165 |
|
|
2020
Q1 | $486M | Sell |
52,022,655
-1,339,890
| -3% | -$15.4M | 0.13% | 156 |
|
|
2019
Q4 | $673M | Sell |
53,362,545
-4,042,208
| -7% | -$48.1M | 0.14% | 154 |
|
|
2019
Q3 | $651M | Sell |
57,404,753
-743,267
| -1% | -$8.37M | 0.15% | 157 |
|
|
2019
Q2 | $691M | Buy |
58,148,020
+5,347,618
| +10% | +$65.5M | 0.15% | 155 |
|
|
2019
Q1 | $640M | Sell |
52,800,402
-16,430,518
| -24% | -$208M | 0.14% | 163 |
|
|
2018
Q4 | $859M | Sell |
69,230,920
-34,602,280
| -33% | -$469M | 0.21% | 115 |
|
|
2018
Q3 | $1.64B | Buy |
103,833,200
+6,102,113
| +6% | +$95.9M | 0.35% | 73 |
|
|
2018
Q2 | $1.51B | Sell |
97,731,087
-34,104,745
| -26% | -$555M | 0.34% | 81 |
|
|
2018
Q1 | $2.31B | Buy |
131,835,832
+6,022,524
| +5% | +$114M | 0.52% | 44 |
|
|
2017
Q4 | $2.32B | Buy |
125,813,308
+29,929,208
| +31% | +$520M | 0.51% | 46 |
|
|
2017
Q3 | $1.64B | Buy |
95,884,100
+13,788,071
| +17% | +$236M | 0.38% | 67 |
|
|
2017
Q2 | $1.39B | Buy |
82,096,029
+42,374,922
| +107% | +$689M | 0.33% | 80 |
|
|
2017
Q1 | $635M | Buy |
39,721,107
+7,031,841
| +22% | +$113M | 0.15% | 161 |
|
|
2016
Q4 | $513M | Buy |
32,689,266
+1,036,951
| +3% | +$15.6M | 0.13% | 169 |
|
|
2016
Q3 | $432M | Sell |
31,652,315
-383,883
| -1% | -$5.23M | 0.11% | 200 |
|
|
2016
Q2 | $414M | Sell |
32,036,198
-4,454,772
| -12% | -$68.1M | 0.11% | 195 |
|
|
2016
Q1 | $588M | Sell |
36,490,970
-5,351,582
| -13% | -$86.9M | 0.15% | 144 |
|
|
2015
Q4 | $814M | Sell |
41,842,552
-6,101,879
| -13% | -$119M | 0.21% | 114 |
|
|
2015
Q3 | $885M | Buy |
47,944,431
+3,735,454
| +8% | +$79.2M | 0.25% | 99 |
|
|
2015
Q2 | $938M | Sell |
44,208,977
-122,963
| -0.3% | -$2.57M | 0.24% | 99 |
|
|
2015
Q1 | $835M | Buy |
44,331,940
+244,709
| +0.6% | +$4.26M | 0.21% | 101 |
|
|
2014
Q4 | $756M | Buy |
+44,087,231
| New | +$755M | 0.2% | 110 |
|
Other funds holding UBS
VCM
CCI
