UBS AM
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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
Q2 		$1.04M Sell
65,291
-1,730
-3% -$31.6K ﹤0.01% 2330
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 – 2707
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

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

UBS AM's PWP Position: Q2 2026 in Review

UBS AM reduced its Perella Weinberg Partners (PWP) stake by 2.6% in Q2 2026, selling an estimated $31.6K and leaving 65,291 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

UBS AM first reported a position in PWP in Q4 2021 and has held it in 13 quarters since. The position peaked at $3.13M in Q4 2025. 164 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • UBS AM held 65,291 shares of Perella Weinberg Partners worth $1.04M as of Q2 2026.
  • UBS AM sold 1,730 Perella Weinberg Partners shares in Q2 2026, an estimated $31.6K.
  • Perella Weinberg Partners made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2330 holding.
  • UBS AM first reported a position in Perella Weinberg Partners in Q4 2021 and has held it in 13 quarters since.
  • UBS AM's Perella Weinberg Partners position peaked at $3.13M in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

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