UBS Group
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UBS Group’s Arthur J. Gallagher & Co AJG Stock Holding History

UBS Group’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-150,000
Closed -$37.5M – 9476
2024
Q1 		$37.5M Buy
+150,000
New +$36.1M 0.01% 1228
2021
Q1 		– Sell
-10,000
Closed -$1.24M – 8944
2020
Q4 		$1.24M Buy
+10,000
New +$1.14M ﹤0.01% 3844
2019
Q1 		– Sell
-6,000
Closed -$442K – 7690
2018
Q4 		$442K Buy
+6,000
New +$448K ﹤0.01% 4365

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's AJG Position: Q1 2026 in Review

UBS Group reduced its Arthur J. Gallagher & Co (AJG) stake by 8.3% in Q1 2026, selling an estimated $20.6M and leaving 989,174 shares worth $214M. The position accounts for 0.03% of the portfolio, ranked #588.

UBS Group first reported a position in AJG in Q4 2014 and has held it in 46 quarters since. The position peaked at $397M in Q1 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • UBS Group held 989,174 shares of Arthur J. Gallagher & Co worth $214M as of Q1 2026.
  • UBS Group sold 89,269 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $20.6M.
  • Arthur J. Gallagher & Co made up 0.03% of UBS Group's portfolio in Q1 2026, its #588 holding.
  • UBS Group first reported a position in Arthur J. Gallagher & Co in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Arthur J. Gallagher & Co position peaked at $397M in Q1 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.