Zurich Cantonal Bank
UBS icon

Zurich Cantonal Bank’s UBS Group UBS Stock Holding History

Zurich Cantonal Bank’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 		$2.17B Buy
+56,674,567
New +$2.43B 4.72% 3
2025
Q4 		– Sell
-52,794,518
Closed -$2.13B – 3411
2025
Q3 		$2.16B Sell
52,794,518
-6,767,119
-11% -$263M 4.95% 4
2025
Q2 		$2.01B Buy
59,561,637
+3,975,405
+7% +$123M 4.91% 3
2025
Q1 		$1.69B Buy
55,586,232
+4,207,140
+8% +$140M 4.85% 2
2024
Q4 		$1.57B Sell
51,379,092
-5,970,432
-10% -$189M 4.48% 4
2024
Q3 		$1.77B Buy
57,349,524
+3,289,387
+6% +$98.9M 5.27% 2
2024
Q2 		$1.59B Buy
54,060,137
+5,508,422
+11% +$164M 5.18% 4
2024
Q1 		$1.5B Buy
48,551,715
+2,602,616
+6% +$76.9M 5.24% 2
2023
Q4 		$1.42B Buy
45,949,099
+3,840,395
+9% +$101M 5.45% 2
2023
Q3 		$1.04B Sell
42,108,704
-388,766
-0.9% -$9.08M 4.61% 3
2023
Q2 		$860M Sell
42,497,470
-1,218,161
-3% -$24.5M 3.79% 3
2023
Q1 		$923M Buy
43,715,631
+294,568
+0.7% +$6.15M 4.49% 3
2022
Q4 		$807M Buy
43,421,063
+560,250
+1% +$9.53M 4.32% 3
2022
Q3 		$630M Buy
42,860,813
+309,817
+0.7% +$4.96M 3.73% 3
2022
Q2 		$684M Buy
42,550,996
+2,019,155
+5% +$35.4M 4% 3
2022
Q1 		$799M Sell
40,531,841
-2,692,589
-6% -$50.9M 3.94% 3
2021
Q4 		$767M Buy
43,224,430
+548,440
+1% +$9.66M 3.71% 3
2021
Q3 		$686M Buy
42,675,990
+3,115,537
+8% +$50.5M 3.71% 3
2021
Q2 		$612M Sell
39,560,453
-1,944,717
-5% -$30.7M 3.4% 3
2021
Q1 		$645M Sell
41,505,170
-281,875
-0.7% -$4.33M 3.83% 3
2020
Q4 		$589M Buy
41,787,045
+2,623,336
+7% +$34.7M 3.59% 3
2020
Q3 		$439M Sell
39,163,709
-432,753
-1% -$5.19M 3.1% 4
2020
Q2 		$459M Sell
39,596,462
-252,925
-0.6% -$2.61M 3.96% 3
2020
Q1 		$373M Buy
39,849,387
+2,594,803
+7% +$29.9M 3.49% 3
2019
Q4 		$470M Sell
37,254,584
-584,487
-2% -$6.95M 3.64% 2
2019
Q3 		$430M Sell
37,839,071
-3,422,622
-8% -$38.5M 3.6% 1
2019
Q2 		$491M Sell
41,261,693
-327,530
-0.8% -$4.01M 4.16% 1
2019
Q1 		$504M Sell
41,589,223
-2,006,907
-5% -$25.4M 4.51% 1
2018
Q4 		$541M Buy
43,596,130
+3,553,379
+9% +$48.2M 5.45% 1
2018
Q3 		$635M Buy
40,042,751
+3,136,535
+8% +$49.3M 5.39% 1
2018
Q2 		$570M Sell
36,906,216
-394,420
-1% -$6.41M 5.08% 1
2018
Q1 		$654M Sell
37,300,636
-930,336
-2% -$17.7M 5.94% 1
2017
Q4 		$699M Sell
38,230,972
-211,170
-0.5% -$3.67M 6.21% 1
2017
Q3 		$658M Buy
38,442,142
+4,761,632
+14% +$81.4M 6.12% 1
2017
Q2 		$571M Buy
33,680,510
+844,156
+3% +$13.7M 5.62% 1
2017
Q1 		$526M Sell
32,836,354
-236,037
-0.7% -$3.8M 5.18% 1
2016
Q4 		$519M Sell
33,072,391
-6,873,362
-17% -$104M 5.36% 1
2016
Q3 		$545M Buy
39,945,753
+2,748,407
+7% +$37.4M 5.68% 1
2016
Q2 		$480M Sell
37,197,346
-3,364,314
-8% -$51.4M 6.24% 1
2016
Q1 		$656M Buy
40,561,660
+2,301,967
+6% +$37.4M 8.31% 1
2015
Q4 		$746M Buy
38,259,693
+3,136,318
+9% +$61.2M 9.45% 1
2015
Q3 		$647M Buy
35,123,375
+8,770,124
+33% +$186M 9.13% 1
2015
Q2 		$559M Buy
26,353,251
+587,985
+2% +$12.3M 7.71% 1
2015
Q1 		$486M Buy
25,765,266
+15,580,750
+153% +$271M 6.73% 1
2014
Q4 		$172M Buy
+10,184,516
New +$174M 5.29% 1

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Zurich Cantonal Bank's UBS Position: Q1 2026 in Review

Zurich Cantonal Bank opened a new position in UBS Group (UBS) in Q1 2026: 56,674,567 shares worth $2.17B. The stake represents 4.72% of the portfolio and ranks #3 among its holdings. This is a return to the name: Zurich Cantonal Bank previously reported a position in UBS as recently as Q3 2025.

Zurich Cantonal Bank first reported a position in UBS in Q4 2014 and has held it in 45 quarters since. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Zurich Cantonal Bank held 56,674,567 shares of UBS Group worth $2.17B as of Q1 2026.
  • UBS Group was a new Zurich Cantonal Bank position in Q1 2026.
  • UBS Group made up 4.72% of Zurich Cantonal Bank's portfolio in Q1 2026, its #3 holding.
  • Zurich Cantonal Bank first reported a position in UBS Group in Q4 2014 and has held it in 45 quarters since.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Zurich Cantonal Bank's 13F filing for Q1 2026, filed 15 May 2026.