William Blair & Company’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
Q2 | $430K | Buy |
8,667
+70
| +0.8% | +$3.19K | ﹤0.01% | 1283 |
|
|
2026
Q1 | $336K | Sell |
8,597
-1,667
| -16% | -$71.3K | ﹤0.01% | 1291 |
|
|
2025
Q4 | $475K | Buy |
10,264
+1,198
| +13% | +$48.4K | ﹤0.01% | 1162 |
|
|
2025
Q3 | $372K | Buy |
9,066
+19
| +0.2% | +$738 | ﹤0.01% | 1226 |
|
|
2025
Q2 | $306K | Sell |
9,047
-394
| -4% | -$12.2K | ﹤0.01% | 1253 |
|
|
2025
Q1 | $289K | Buy |
9,441
+1,465
| +18% | +$48.9K | ﹤0.01% | 1270 |
|
|
2024
Q4 | $242K | Buy |
7,976
+823
| +12% | +$26.1K | ﹤0.01% | 1373 |
|
|
2024
Q3 | $221K | Sell |
7,153
-210
| -3% | -$6.31K | ﹤0.01% | 1403 |
|
|
2024
Q2 | $218K | Buy |
7,363
+176
| +2% | +$5.23K | ﹤0.01% | 1382 |
|
|
2024
Q1 | $221K | Buy |
7,187
+9
| +0.1% | +$266 | ﹤0.01% | 1369 |
|
|
2023
Q4 | $222K | Sell |
7,178
-2,504
| -26% | -$65.9K | ﹤0.01% | 1362 |
|
|
2023
Q3 | $239K | Buy |
+9,682
| New | +$226K | ﹤0.01% | 1329 |
|
|
2019
Q3 | – | Sell |
-40,704
| Closed | -$482K | – | 1760 |
|
|
2019
Q2 | $482K | Sell |
40,704
-2,411
| -6% | -$29.5K | ﹤0.01% | 995 |
|
|
2019
Q1 | $522K | Sell |
43,115
-220,881
| -84% | -$2.8M | ﹤0.01% | 952 |
|
|
2018
Q4 | $3.27M | Sell |
263,996
-16,318
| -6% | -$221K | 0.02% | 420 |
|
|
2018
Q3 | $4.41M | Buy |
280,314
+56,610
| +25% | +$890K | 0.03% | 394 |
|
|
2018
Q2 | $3.43M | Buy |
223,704
+27,328
| +14% | +$444K | 0.02% | 444 |
|
|
2018
Q1 | $3.47M | Buy |
196,376
+10,356
| +6% | +$197K | 0.02% | 437 |
|
|
2017
Q4 | $3.42M | Buy |
186,020
+31,759
| +21% | +$552K | 0.02% | 442 |
|
|
2017
Q3 | $2.65M | Sell |
154,261
-4,951
| -3% | -$84.7K | 0.02% | 488 |
|
|
2017
Q2 | $2.7M | Buy |
159,212
+14,760
| +10% | +$240K | 0.02% | 504 |
|
|
2017
Q1 | $2.3M | Buy |
144,452
+23,922
| +20% | +$385K | 0.02% | 509 |
|
|
2016
Q4 | $1.89M | Buy |
120,530
+1,786
| +2% | +$26.9K | 0.02% | 509 |
|
|
2016
Q3 | $1.62M | Buy |
118,744
+38,980
| +49% | +$531K | 0.01% | 535 |
|
|
2016
Q2 | $1.03M | Buy |
79,764
+26,080
| +49% | +$399K | 0.01% | 627 |
|
|
2016
Q1 | $860K | Buy |
53,684
+19,554
| +57% | +$318K | 0.01% | 652 |
|
|
2015
Q4 | $661K | Sell |
34,130
-117,060
| -77% | -$2.28M | 0.01% | 737 |
|
|
2015
Q3 | $2.8M | Buy |
151,190
+6,066
| +4% | +$129K | 0.02% | 439 |
|
|
2015
Q2 | $3.08M | Buy |
145,124
+129,726
| +842% | +$2.71M | ﹤0.01% | 1201 |
|
|
2015
Q1 | $289K | Buy |
+15,398
| New | +$268K | ﹤0.01% | 1897 |
|
Other funds holding UBS
CCI
William Blair & Company's UBS Position: Q2 2026 in Review
William Blair & Company increased its UBS Group (UBS) stake by 0.81% in Q2 2026, buying an estimated $3.19K and bringing the position to 8,667 shares worth $430K. The position accounts for ﹤0.01% of the portfolio, ranked #1283.
William Blair & Company first reported a position in UBS in Q1 2015 and has held it in 30 quarters since. The position peaked at $4.41M in Q3 2018. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.
- William Blair & Company held 8,667 shares of UBS Group worth $430K as of Q2 2026.
- William Blair & Company bought 70 UBS Group shares in Q2 2026, an estimated $3.19K.
- UBS Group made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1283 holding.
- William Blair & Company first reported a position in UBS Group in Q1 2015 and has held it in 30 quarters since.
- William Blair & Company's UBS Group position peaked at $4.41M in Q3 2018.
- 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.
Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.