Wellington Management Group
UBS icon

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 $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
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 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 $182B AUM 14.68% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Wellington Management Group's UBS Position: Q1 2026 in Review

Wellington Management Group reduced its UBS Group (UBS) stake by 13% in Q1 2026, selling an estimated $331M and leaving 49,920,657 shares worth $1.91B. The position accounts for 0.36% of the portfolio, ranked #60.

Wellington Management Group first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.69B in Q4 2025. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Wellington Management Group held 49,920,657 shares of UBS Group worth $1.91B as of Q1 2026.
  • Wellington Management Group sold 7,732,133 UBS Group shares in Q1 2026, an estimated $331M.
  • UBS Group made up 0.36% of Wellington Management Group's portfolio in Q1 2026, its #60 holding.
  • Wellington Management Group first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
  • Wellington Management Group's UBS Group position peaked at $2.69B in Q4 2025.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.