WorldQuant Millennium Advisors
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WorldQuant Millennium Advisors’s UBS Group UBS Stock Holding History

WorldQuant Millennium Advisors’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 		$18.7M Sell
487,964
-26,633
-5% -$1.14M 0.07% 226
2025
Q4 		$24M Sell
514,597
-367,033
-42% -$14.8M 0.09% 203
2025
Q3 		$36M Buy
881,630
+3,313
+0.4% +$129K 0.16% 156
2025
Q2 		$29.7M Buy
878,317
+206,127
+31% +$6.38M 0.15% 166
2025
Q1 		$20.4M Buy
+672,190
New +$22.4M 0.13% 179

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 $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

WorldQuant Millennium Advisors's UBS Position: Q1 2026 in Review

WorldQuant Millennium Advisors reduced its UBS Group (UBS) stake by 5.2% in Q1 2026, selling an estimated $1.14M and leaving 487,964 shares worth $18.7M. The position accounts for 0.07% of the portfolio, ranked #226.

WorldQuant Millennium Advisors first reported a position in UBS in Q1 2025 and has held it in 5 quarters since. The position peaked at $36M in Q3 2025. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • WorldQuant Millennium Advisors held 487,964 shares of UBS Group worth $18.7M as of Q1 2026.
  • WorldQuant Millennium Advisors sold 26,633 UBS Group shares in Q1 2026, an estimated $1.14M.
  • UBS Group made up 0.07% of WorldQuant Millennium Advisors's portfolio in Q1 2026, its #226 holding.
  • WorldQuant Millennium Advisors first reported a position in UBS Group in Q1 2025 and has held it in 5 quarters since.
  • WorldQuant Millennium Advisors's UBS Group position peaked at $36M in Q3 2025.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q1 2026, filed 15 May 2026.