Zurich Insurance Group’s UBS Group UBS Stock Holding History

Zurich Insurance Group’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	$22.2M	Sell	579,963 -270,323	-32%	-$11.6M	0.17%	144
2025 Q4	$39.6M	Buy	850,286 +194,626	+30%	+$7.86M	0.27%	93
2025 Q3	$26.7M	Buy	655,660 +91,590	+16%	+$3.56M	0.19%	108
2025 Q2	$19M	Sell	564,070 -244,412	-30%	-$7.56M	0.15%	119
2025 Q1	$24.6M	Sell	808,482 -46,703	-5%	-$1.56M	0.2%	110
2024 Q4	$26.2M	Buy	855,185 +263,900	+45%	+$8.36M	0.21%	111
2024 Q3	$18.2M	Sell	591,285 -117,067	-17%	-$3.52M	0.15%	122
2024 Q2	$20.9M	Sell	708,352 -364,208	-34%	-$10.8M	0.18%	110
2024 Q1	$33M	Buy	1,072,560 +214,337	+25%	+$6.33M	0.3%	92
2023 Q4	$26.6M	Sell	858,223 -42,383	-5%	-$1.11M	0.27%	107
2023 Q3	$22.3M	Buy	900,606 +312,346	+53%	+$7.3M	0.24%	101
2023 Q2	$11.9M	Sell	588,260 -349,339	-37%	-$7.02M	0.12%	104
2023 Q1	$19.8M	Sell	937,599 -581,164	-38%	-$12.1M	0.25%	100
2022 Q4	$28.3M	Sell	1,518,763 -317,431	-17%	-$5.4M	0.4%	82
2022 Q3	$27.1M	Sell	1,836,194 -344,548	-16%	-$5.52M	0.42%	76
2022 Q2	$35.2M	Buy	2,180,742 +646,974	+42%	+$11.3M	0.52%	69
2022 Q1	$30.2M	Buy	1,533,768 +347,547	+29%	+$6.57M	0.37%	74
2021 Q4	$21.4M	Sell	1,186,221 -1,081,468	-48%	-$19M	0.24%	70
2021 Q3	$36.5M	Buy	2,267,689 +999,513	+79%	+$16.2M	0.44%	61
2021 Q2	$19.4M	Sell	1,268,176 -1,283,862	-50%	-$20.3M	0.24%	71
2021 Q1	$39.6M	Buy	2,552,038 +1,491,291	+141%	+$22.9M	0.57%	57
2020 Q4	$15M	Buy	1,060,747 +247,333	+30%	+$3.27M	0.22%	60
2020 Q3	$9.13M	Sell	813,414 -480,648	-37%	-$5.76M	0.16%	65
2020 Q2	$14.9M	Buy	1,294,062 +230,208	+22%	+$2.37M	0.25%	61
2020 Q1	$9.98M	Sell	1,063,854 -143,305	-12%	-$1.65M	0.21%	71
2019 Q4	$15.2M	Buy	1,207,159 +93,676	+8%	+$1.11M	0.28%	89
2019 Q3	$12.6M	Buy	1,113,483 +24,474	+2%	+$275K	0.24%	105
2019 Q2	$12.9M	Buy	1,089,009 +205,579	+23%	+$2.52M	0.26%	102
2019 Q1	$10.7M	Sell	883,430 -54,782	-6%	-$694K	0.23%	132
2018 Q4	$11.7M	Buy	938,212 +56,698	+6%	+$769K	0.28%	104
2018 Q3	$14M	Buy	881,514 +111,696	+15%	+$1.76M	0.3%	96
2018 Q2	$11.9M	Sell	769,818 -33,538	-4%	-$545K	0.27%	99
2018 Q1	$14.2M	Sell	803,356 -54,240	-6%	-$1.03M	0.33%	74
2017 Q4	$15.8M	Sell	857,596 -95,658	-10%	-$1.66M	0.37%	56
2017 Q3	$16.3M	Buy	+953,254	New	+$16.3M	0.45%	49

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Zurich Insurance Group's UBS Position: Q1 2026 in Review

Zurich Insurance Group reduced its UBS Group (UBS) stake by 32% in Q1 2026, selling an estimated $11.6M and leaving 579,963 shares worth $22.2M. The position accounts for 0.17% of the portfolio, ranked #144.

Zurich Insurance Group first reported a position in UBS in Q3 2017 and has held it in 35 quarters since. The position peaked at $39.6M in Q1 2021. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Zurich Insurance Group held 579,963 shares of UBS Group worth $22.2M as of Q1 2026.
Zurich Insurance Group sold 270,323 UBS Group shares in Q1 2026, an estimated $11.6M.
UBS Group made up 0.17% of Zurich Insurance Group's portfolio in Q1 2026, its #144 holding.
Zurich Insurance Group first reported a position in UBS Group in Q3 2017 and has held it in 35 quarters since.
Zurich Insurance Group's UBS Group position peaked at $39.6M in Q1 2021.
679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

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