UBS AM
SW

UBS AM’s Smurfit Westrock SW Stock Holding History

UBS AM’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$287K Hold
6,198
– – ﹤0.01% 2658
2026
Q1 		$247K Buy
6,198
+5,389
+666% +$232K ﹤0.01% 2695
2025
Q4 		$31.3K Buy
+809
New +$30.8K ﹤0.01% 2683
2025
Q3 		– Sell
-568,581
Closed -$24.5M – 2655
2025
Q2 		$24.5M Buy
568,581
+49,413
+10% +$2.11M 0.01% 969
2025
Q1 		$23.4M Buy
519,168
+11,832
+2% +$600K 0.01% 895
2024
Q4 		$27.3M Buy
507,336
+6,508
+1% +$332K 0.01% 833
2024
Q3 		$24.8M Buy
+500,828
New +$22.8M 0.01% 867

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS AM's SW Position: Q2 2026 in Review

UBS AM held its Smurfit Westrock (SW) position steady in Q2 2026 at 6,198 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #2658.

UBS AM first reported a position in SW in Q3 2024 and has held it in 7 quarters since. The position peaked at $27.3M in Q4 2024. 637 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • UBS AM held 6,198 shares of Smurfit Westrock worth $287K as of Q2 2026.
  • UBS AM left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2658 holding.
  • UBS AM first reported a position in Smurfit Westrock in Q3 2024 and has held it in 7 quarters since.
  • UBS AM's Smurfit Westrock position peaked at $27.3M in Q4 2024.
  • 637 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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