GW&K Investment Management’s UBS Group UBS Stock Holding History

GW&K Investment Management’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 Q2	$32K	Buy	653 +3	+0.5%	+$137	﹤0.01%	691
2026 Q1	$25K	Buy	650 +186	+40%	+$7.96K	﹤0.01%	708
2025 Q4	$21K	Hold	464	–	–	﹤0.01%	736
2025 Q3	$19K	Hold	464	–	–	﹤0.01%	759
2025 Q2	$16K	Hold	464	–	–	﹤0.01%	769
2025 Q1	$14K	Hold	464	–	–	﹤0.01%	734
2024 Q4	$14K	Hold	464	–	–	﹤0.01%	704
2024 Q3	$14K	Hold	464	–	–	﹤0.01%	695
2024 Q2	$14K	Hold	464	–	–	﹤0.01%	638
2024 Q1	$14K	Buy	464 +93	+25%	+$2.75K	﹤0.01%	608
2023 Q4	$11K	Hold	371	–	–	﹤0.01%	660
2023 Q3	$9K	Hold	371	–	–	﹤0.01%	646
2023 Q2	$8K	Buy	+371	New	+$7.46K	﹤0.01%	692

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

GW&K Investment Management's UBS Position: Q2 2026 in Review

GW&K Investment Management increased its UBS Group (UBS) stake by 0.46% in Q2 2026, buying an estimated $137 and bringing the position to 653 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

GW&K Investment Management first reported a position in UBS in Q2 2023 and has held it in 13 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

GW&K Investment Management held 653 shares of UBS Group worth $32K as of Q2 2026.
GW&K Investment Management bought 3 UBS Group shares in Q2 2026, an estimated $137.
UBS Group made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #691 holding.
GW&K Investment Management first reported a position in UBS Group in Q2 2023 and has held it in 13 quarters since.
760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.