EFG Asset Management (Americas)’s Union Pacific UNP Stock Holding History

EFG Asset Management (Americas)’s Portfolio UNP Stock Details UNP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$6.97M	Sell	29,498 -1,384	-4%	-$312K	1.2%	20
2025 Q2	$7.11M	Buy	30,882 +1,810	+6%	+$402K	1.31%	20
2025 Q1	$6.87M	Sell	29,072 -447	-2%	-$108K	1.39%	21
2024 Q4	$6.73M	Buy	+29,519	New	+$6.99M	1.31%	23
2015 Q3	–	Sell	-5,225	Closed	-$527K	–	100
2015 Q2	$527K	Buy	+5,225	New	+$545K	0.32%	58

Other funds holding UNP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

EFG Asset Management (Americas)'s UNP Position: Q3 2025 in Review

EFG Asset Management (Americas) reduced its Union Pacific (UNP) stake by 4.5% in Q3 2025, selling an estimated $312K and leaving 29,498 shares worth $6.97M. The position accounts for 1.2% of the portfolio, ranked #20.

EFG Asset Management (Americas) first reported a position in UNP in Q2 2015 and has held it in 5 quarters since. The position peaked at $7.11M in Q2 2025. 2,650 funds tracked by Wall St. Rank hold UNP as of Q3 2025.

EFG Asset Management (Americas) held 29,498 shares of Union Pacific worth $6.97M as of Q3 2025.
EFG Asset Management (Americas) sold 1,384 Union Pacific shares in Q3 2025, an estimated $312K.
Union Pacific made up 1.2% of EFG Asset Management (Americas)'s portfolio in Q3 2025, its #20 holding.
EFG Asset Management (Americas) first reported a position in Union Pacific in Q2 2015 and has held it in 5 quarters since.
EFG Asset Management (Americas)'s Union Pacific position peaked at $7.11M in Q2 2025.
2,650 funds tracked by Wall St. Rank held Union Pacific as of Q3 2025.

Based on EFG Asset Management (Americas)'s 13F filing for Q3 2025, filed 14 Nov 2025.