Wells Fargo’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 | $25.5M | Sell |
653,613
-23,140
| -3% | -$990K | ﹤0.01% | 1350 |
|
|
2025
Q4 | $31.3M | Buy |
676,753
+19,321
| +3% | +$781K | 0.01% | 1205 |
|
|
2025
Q3 | $27M | Sell |
657,432
-165,550
| -20% | -$6.43M | 0.01% | 1287 |
|
|
2025
Q2 | $27.8M | Buy |
822,982
+83,348
| +11% | +$2.58M | 0.01% | 1187 |
|
|
2025
Q1 | $22.7M | Sell |
739,634
-76,928
| -9% | -$2.57M | 0.01% | 1244 |
|
|
2024
Q4 | $24.8M | Sell |
816,562
-21,318
| -3% | -$676K | 0.01% | 1214 |
|
|
2024
Q3 | $25.9M | Sell |
837,880
-3,603
| -0.4% | -$108K | 0.01% | 1141 |
|
|
2024
Q2 | $24.9M | Buy |
841,483
+7,625
| +0.9% | +$227K | 0.01% | 1120 |
|
|
2024
Q1 | $25.6M | Buy |
833,858
+3,841
| +0.5% | +$113K | 0.01% | 1082 |
|
|
2023
Q4 | $25.6M | Sell |
830,017
-25,841
| -3% | -$680K | 0.01% | 1026 |
|
|
2023
Q3 | $21.1M | Sell |
855,858
-35,001
| -4% | -$818K | 0.01% | 1056 |
|
|
2023
Q2 | $18.1M | Sell |
890,859
-6,617
| -0.7% | -$133K | 0.01% | 1210 |
|
|
2023
Q1 | $19.2M | Sell |
897,476
-287,456
| -24% | -$6M | 0.01% | 1163 |
|
|
2022
Q4 | $22.1M | Sell |
1,184,932
-75,252
| -6% | -$1.28M | 0.01% | 1052 |
|
|
2022
Q3 | $18.3M | Sell |
1,260,184
-70,102
| -5% | -$1.12M | 0.01% | 1117 |
|
|
2022
Q2 | $21.6M | Sell |
1,330,286
-1,044,815
| -44% | -$18.3M | 0.01% | 1097 |
|
|
2022
Q1 | $46.4M | Sell |
2,375,101
-1,058,050
| -31% | -$20M | 0.01% | 824 |
|
|
2021
Q4 | $61.4M | Sell |
3,433,151
-966,396
| -22% | -$17M | 0.02% | 693 |
|
|
2021
Q3 | $70.1M | Buy |
4,399,547
+280,058
| +7% | +$4.54M | 0.02% | 852 |
|
|
2021
Q2 | $63.2M | Buy |
4,119,489
+949,963
| +30% | +$15M | 0.01% | 924 |
|
|
2021
Q1 | $49.2M | Buy |
3,169,526
+1,255,509
| +66% | +$19.3M | 0.01% | 1058 |
|
|
2020
Q4 | $27M | Buy |
1,914,017
+293,397
| +18% | +$3.88M | 0.01% | 1352 |
|
|
2020
Q3 | $18.1M | Buy |
1,620,620
+51,214
| +3% | +$614K | 0.01% | 1481 |
|
|
2020
Q2 | $18.1M | Sell |
1,569,406
-116,771
| -7% | -$1.2M | 0.01% | 1434 |
|
|
2020
Q1 | $15.6M | Sell |
1,686,177
-1,994,040
| -54% | -$23M | 0.01% | 1383 |
|
|
2019
Q4 | $46.3M | Sell |
3,680,217
-5,689,586
| -61% | -$67.7M | 0.01% | 973 |
|
|
2019
Q3 | $106M | Buy |
9,369,803
+74,029
| +0.8% | +$833K | 0.03% | 534 |
|
|
2019
Q2 | $110M | Sell |
9,295,774
-102,861
| -1% | -$1.26M | 0.03% | 539 |
|
|
2019
Q1 | $114M | Buy |
9,398,635
+722,163
| +8% | +$9.15M | 0.03% | 496 |
|
|
2018
Q4 | $107M | Sell |
8,676,472
-2,164,641
| -20% | -$29.4M | 0.04% | 482 |
|
|
2018
Q3 | $171M | Sell |
10,841,113
-329,538
| -3% | -$5.18M | 0.05% | 397 |
|
|
2018
Q2 | $171M | Buy |
11,170,651
+1,844,479
| +20% | +$30M | 0.05% | 380 |
|
|
2018
Q1 | $165M | Buy |
9,326,172
+5,140,784
| +123% | +$97.7M | 0.05% | 394 |
|
|
2017
Q4 | $77M | Sell |
4,185,388
-186,802
| -4% | -$3.25M | 0.02% | 691 |
|
|
2017
Q3 | $75M | Buy |
4,372,190
+1,118,473
| +34% | +$19.1M | 0.02% | 674 |
|
|
2017
Q2 | $55.2M | Sell |
3,253,717
-60,238
| -2% | -$979K | 0.02% | 817 |
|
|
2017
Q1 | $52.9M | Sell |
3,313,955
-1,420,116
| -30% | -$22.9M | 0.02% | 834 |
|
|
2016
Q4 | $74.2M | Sell |
4,734,071
-285,891
| -6% | -$4.31M | 0.03% | 634 |
|
|
2016
Q3 | $68.4M | Sell |
5,019,962
-180,681
| -3% | -$2.46M | 0.03% | 651 |
|
|
2016
Q2 | $67.4M | Sell |
5,200,643
-445,955
| -8% | -$6.81M | 0.03% | 621 |
|
|
2016
Q1 | $90.5M | Sell |
5,646,598
-1,307,909
| -19% | -$21.2M | 0.04% | 503 |
|
|
2015
Q4 | $135M | Sell |
6,954,507
-341,128
| -5% | -$6.66M | 0.05% | 379 |
|
|
2015
Q3 | $135M | Sell |
7,295,635
-101,647
| -1% | -$2.15M | 0.06% | 362 |
|
|
2015
Q2 | $157M | Sell |
7,397,282
-945,472
| -11% | -$19.7M | 0.06% | 352 |
|
|
2015
Q1 | $157M | Sell |
8,342,754
-273,119
| -3% | -$4.75M | 0.06% | 349 |
|
|
2014
Q4 | $147M | Buy |
+8,615,873
| New | +$148M | 0.06% | 357 |
|
Other funds holding UBS
VCM
CCI
Wells Fargo's UBS Position: Q1 2026 in Review
Wells Fargo reduced its UBS Group (UBS) stake by 3.4% in Q1 2026, selling an estimated $990K and leaving 653,613 shares worth $25.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1350.
Wells Fargo first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $171M in Q2 2018. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.
- Wells Fargo held 653,613 shares of UBS Group worth $25.5M as of Q1 2026.
- Wells Fargo sold 23,140 UBS Group shares in Q1 2026, an estimated $990K.
- UBS Group made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #1350 holding.
- Wells Fargo first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
- Wells Fargo's UBS Group position peaked at $171M in Q2 2018.
- 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.