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UBS Group AG

SEC CIK
0001610520
Latest filing
Aug 13, 2026

MS holding history

Morgan Stanley in every 13F filed by UBS Group AG, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
10,529,270
Value
$2.20B
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of MS by UBS Group AG, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,529,270$2.20B0.3%−1,394,068−11.7%ReducedHolders
Q1 202611,923,338$1.96B0.3%+1,281,069+12.0%AddedHolders
Q4 202510,642,269$1.89B0.4%+309,411+3.0%AddedHolders
Q3 202510,332,858$1.64B0.3%−788,745−7.1%ReducedHolders
Q2 202511,121,603$1.57B0.3%−1,005,119−8.3%ReducedHolders
Q1 202512,126,722$1.41B0.3%+1,159,371+10.6%AddedHolders
Q4 202410,967,351$1.38B0.3%+535,973+5.1%AddedHolders
Q3 202410,431,378$1.09B0.3%+468,128+4.7%AddedHolders
Q2 20249,963,250$968.3M0.3%+1,191,232+13.6%AddedHolders
Q1 20248,772,018$826.0M0.3%+1,535,188+21.2%AddedHolders
Q4 20237,236,830$674.8M0.3%−314,900−4.2%ReducedHolders
Q3 20237,551,730$616.7M0.3%+377,831+5.3%AddedHolders
Q2 20237,173,899$612.7M0.3%+829,658+13.1%AddedHolders
Q1 20236,344,241$557.0M0.3%−917,822−12.6%ReducedHolders
Q4 20227,262,063$617.4M0.3%+579,577+8.7%AddedHolders
Q3 20226,682,486$528.0M0.3%+514,460+8.3%AddedHolders
Q2 20226,168,026$469.1M0.2%−937,686−13.2%ReducedHolders
Q1 20227,105,712$621.0M0.3%+1,590,808+28.8%AddedHolders
Q4 20215,514,904$541.3M0.2%−35,982−0.6%ReducedHolders
Q3 20215,550,886$540.2M0.2%−15,921−0.3%ReducedHolders
Q2 20215,566,807$510.4M0.2%+581,582+11.7%AddedHolders
Q1 20214,985,225$387.2M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.