Wellington Management Group
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Wellington Management Group’s UBS Group UBS Stock Holding History

Wellington Management Group’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
2018
Q1 		– Sell
-4,365,702
Closed -$1.57M – 2321
2017
Q4 		$1.57M Buy
+4,365,702
New +$75.9M ﹤0.01% 1806

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
Cevian Capital II
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Wellington Management Group's UBS Position: Q2 2026 in Review

Wellington Management Group increased its UBS Group (UBS) stake by 19% in Q2 2026, buying an estimated $439M and bringing the position to 59,553,311 shares worth $2.96B. The position accounts for 0.51% of the portfolio, ranked #34.

Wellington Management Group first reported a position in UBS in Q4 2014 and has held it in 47 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Wellington Management Group held 59,553,311 shares of UBS Group worth $2.96B as of Q2 2026.
  • Wellington Management Group bought 9,632,654 UBS Group shares in Q2 2026, an estimated $439M.
  • UBS Group made up 0.51% of Wellington Management Group's portfolio in Q2 2026, its #34 holding.
  • Wellington Management Group first reported a position in UBS Group in Q4 2014 and has held it in 47 quarters since.
  • 767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.