UBS AM
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UBS AM’s Woori Financial WF Stock Holding History

UBS AM’s Portfolio WF Stock Details WF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$306K Hold
5,323
– – ﹤0.01% 2637
2026
Q1 		$355K Buy
5,323
+4,098
+335% +$276K ﹤0.01% 2627
2025
Q4 		$72K Buy
+1,225
New +$68.2K ﹤0.01% 2573
2020
Q3 		– Sell
-28,192
Closed -$625K – 2511
2020
Q2 		$625K Buy
+28,192
New +$592K ﹤0.01% 2025
2019
Q4 		– Sell
-1,024
Closed -$32K – 2871
2019
Q3 		$32K Hold
1,024
– – ﹤0.01% 2754
2019
Q2 		$37.6K Hold
1,024
– – ﹤0.01% 2713
2019
Q1 		$36.8K Sell
1,024
-26
-2% -$1.01K ﹤0.01% 2635
2018
Q4 		$44.2K Buy
1,050
+913
+666% +$39.2K ﹤0.01% 2574
2018
Q3 		$6.21K Buy
137
+95
+226% +$4.2K ﹤0.01% 2681
2018
Q2 		$1.85K Buy
+42
New +$1.83K ﹤0.01% 2751

Other funds holding WF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

UBS AM's WF Position: Q2 2026 in Review

UBS AM held its Woori Financial (WF) position steady in Q2 2026 at 5,323 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #2637.

UBS AM first reported a position in WF in Q2 2018 and has held it in 10 quarters since. The position peaked at $625K in Q2 2020. 199 funds tracked by Wall St. Rank hold WF as of Q2 2026.

  • UBS AM held 5,323 shares of Woori Financial worth $306K as of Q2 2026.
  • UBS AM left its Woori Financial share count unchanged in Q2 2026.
  • Woori Financial made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2637 holding.
  • UBS AM first reported a position in Woori Financial in Q2 2018 and has held it in 10 quarters since.
  • UBS AM's Woori Financial position peaked at $625K in Q2 2020.
  • 199 funds tracked by Wall St. Rank held Woori Financial as of Q2 2026.

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