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Capital World Investors position in UBS
UBS GROUP AG · Financials
Latest position (Q2 2026)14.55M sh
Reported value held$720.56M
Portfolio Weight0.09%
First reportedQ1 2023
Last changeReduce
Quarter by quarter
| Quarter | Shares | Value | Change |
|---|---|---|---|
| Q1 2023 | 6.16M | $130.01M | New |
| Q2 2023 | 18.06M | $367.38M | Add |
| Q3 2023 | 33.54M | $828.95M | Add |
| Q4 2023 | 37.06M | $1.15B | Add |
| Q1 2024 | 38.21M | $1.18B | Add |
| Q2 2024 | 39.27M | $1.15B | Add |
| Q3 2024 | 39.38M | $1.22B | Hold |
| Q4 2024 | 37.43M | $1.14B | Reduce |
| Q1 2025 | 37.80M | $1.16B | Add |
| Q2 2025 | 36.96M | $1.25B | Reduce |
| Q3 2025 | 37.34M | $1.53B | Add |
| Q4 2025 | 37.40M | $1.73B | Hold |
| Q1 2026 | 23.50M | $913.46M | Reduce |
| Q2 2026 | 14.55M | $720.56M | Reduce |
Dots on the line are colored by change type; missing quarters mean no position was reported.
Other funds holding UBS
- Vanguard Group 139.11M sh · $6.42B · Q4 2025
- UBS Group AG 116.35M sh · $5.77B · Q2 2026
- Norges Bank Investment Management 95.85M sh · $4.75B · Q2 2026
- MFS Investment Management 62.93M sh · $3.20B · Q2 2026
- Wellington Management Group 59.55M sh · $2.96B · Q2 2026
- Fidelity Management & Research (FMR) 55.54M sh · $2.75B · Q2 2026
- Dodge & Cox 33.63M sh · $1.67B · Q2 2026
- Goldman Sachs Group 25.86M sh · $1.28B · Q2 2026
- Amundi US 25.46M sh · $1.26B · Q2 2026
- Deutsche Bank AG 24.15M sh · $1.20B · Q2 2026
- Legal & General Investment Management America 22.12M sh · $1.10B · Q2 2026
- Pzena Investment Management 22.60M sh · $905.52M · Q2 2026