UBS AM
PWP icon

UBS AM’s Perella Weinberg Partners PWP Stock Holding History

UBS AM’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.22M Sell
67,021
-114,012
-63% -$2.24M ﹤0.01% 2264
2025
Q4 		$3.13M Buy
181,033
+109,323
+152% +$2.04M ﹤0.01% 1690
2025
Q3 		$1.53M Sell
71,710
-49,816
-41% -$1.06M ﹤0.01% 1854
2025
Q2 		$2.36M Buy
121,526
+41,899
+53% +$740K ﹤0.01% 2073
2025
Q1 		$1.47M Sell
79,627
-12,271
-13% -$278K ﹤0.01% 2145
2024
Q4 		$2.19M Buy
91,898
+16,057
+21% +$373K ﹤0.01% 1991
2024
Q3 		$1.46M Sell
75,841
-4,609
-6% -$84.5K ﹤0.01% 2202
2024
Q2 		$1.31M Buy
+80,450
New +$1.21M ﹤0.01% 2236
2022
Q4 		– Sell
-34,400
Closed -$218K – 2711
2022
Q3 		$218K Hold
34,400
– – ﹤0.01% 2582
2022
Q2 		$201K Hold
34,400
– – ﹤0.01% 2581
2022
Q1 		$325K Hold
34,400
– – ﹤0.01% 2573
2021
Q4 		$442K Buy
+34,400
New +$453K ﹤0.01% 2602

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Wellington Management Group
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N
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return