UBS AM
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UBS AM’s Babcock & Wilcox BW Stock Holding History

UBS AM’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.96M Buy
+138,704
New +$2.35M ﹤0.01% 2051
2023
Q4 		– Sell
-59,256
Closed -$249K – 2554
2023
Q3 		$249K Buy
59,256
+33,334
+129% +$174K ﹤0.01% 2468
2023
Q2 		$157K Hold
25,922
– – ﹤0.01% 2600
2023
Q1 		$157K Buy
25,922
+14,459
+126% +$89.2K ﹤0.01% 2600
2022
Q4 		$66.1K Buy
+11,463
New +$62.6K ﹤0.01% 2508
2017
Q4 		– Sell
-1,810
Closed -$60.3K – 2578
2017
Q3 		$60.3K Hold
1,810
– – ﹤0.01% 2385
2017
Q2 		$213K Hold
1,810
– – ﹤0.01% 2188
2017
Q1 		$169K Buy
1,810
+680
+60% +$95.3K ﹤0.01% 2235
2016
Q4 		$187K Sell
1,130
-1,470
-57% -$234K ﹤0.01% 2140
2016
Q3 		$429K Hold
2,600
– – ﹤0.01% 2069
2016
Q2 		$382K Hold
2,600
– – ﹤0.01% 2105
2016
Q1 		$556K Sell
2,600
-1,744
-40% -$348K ﹤0.01% 1876
2015
Q4 		$906K Buy
4,344
+100
+2% +$18.2K ﹤0.01% 1783
2015
Q3 		$713K Buy
+4,244
New +$783K ﹤0.01% 1853

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS AM's BW Position: Q2 2026 in Review

UBS AM opened a new position in Babcock & Wilcox (BW) in Q2 2026: 138,704 shares worth $1.96M. The stake represents ﹤0.01% of the portfolio and ranks #2051 among its holdings. This is a return to the name: UBS AM previously reported a position in BW as recently as Q3 2023.

UBS AM first reported a position in BW in Q3 2015 and has held it in 14 quarters since. 201 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • UBS AM held 138,704 shares of Babcock & Wilcox worth $1.96M as of Q2 2026.
  • Babcock & Wilcox was a new UBS AM position in Q2 2026.
  • Babcock & Wilcox made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2051 holding.
  • UBS AM first reported a position in Babcock & Wilcox in Q3 2015 and has held it in 14 quarters since.
  • 201 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.