William Blair & Company
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William Blair & Company’s UBS Group UBS Stock Holding History

William Blair & Company’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
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

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

William Blair & Company's UBS Position: Q1 2026 in Review

William Blair & Company reduced its UBS Group (UBS) stake by 16% in Q1 2026, selling an estimated $71.3K and leaving 8,597 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #1291.

William Blair & Company first reported a position in UBS in Q1 2015 and has held it in 29 quarters since. The position peaked at $4.41M in Q3 2018. 681 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • William Blair & Company held 8,597 shares of UBS Group worth $336K as of Q1 2026.
  • William Blair & Company sold 1,667 UBS Group shares in Q1 2026, an estimated $71.3K.
  • UBS Group made up ﹤0.01% of William Blair & Company's portfolio in Q1 2026, its #1291 holding.
  • William Blair & Company first reported a position in UBS Group in Q1 2015 and has held it in 29 quarters since.
  • William Blair & Company's UBS Group position peaked at $4.41M in Q3 2018.
  • 681 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on William Blair & Company's 13F filing for Q1 2026, filed 8 May 2026.