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Position history for UBS Group AGUBS Group AG's holdings in BANK OF MONTREAL

Yes. Ubs holds 953,638 shares of BMO (Bank of Montreal), worth $168.5M, as of its Q2 2026 13F filing. It increased the position by 136,632 shares (+16.7%) from Q1 2026. Ubs has held BMO in every 13F on record since Q1 2019, 30 quarterly filings.

Current Value

$168.5M

Current Shares

953,638

Total Value Change

+$135.2M

Total Shares Change

+584,281

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
953,638
+16.7%
$168.5M0.0%$175.47
35
2026-Q1
Increased
817,006
+57.6%
$110.6M0.0%$133.32
43
2025-Q4
Decreased
518,524
-75.6%
$67.3M0.0%$127.85
0
2025-Q3
Increased
2.1M
+155.3%
$277.1M0.0%$128.30
50
2025-Q2
Increased
833,208
+18.1%
$92.2M0.0%$107.84
35
2025-Q1
Increased
705,409
+159.6%
$67.4M0.0%$91.98
48
2024-Q4
Decreased
271,717
-26.4%
$26.4M0.0%$92.44
0
2024-Q3
Increased
369,357
+31.8%
$33.3M0.0%$84.89
37

Other major holders of BMO: ROYAL BANK OF CANADA

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