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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group's AJG Position: Q2 2026 in Review

UBS Group increased its Arthur J. Gallagher & Co (AJG) stake by 7.6% in Q2 2026, buying an estimated $16M and bringing the position to 1,064,498 shares worth $244M. The position accounts for 0.03% of the portfolio, ranked #558.

UBS Group first reported a position in AJG in Q4 2014 and has held it in 47 quarters since. The position peaked at $397M in Q1 2025. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • UBS Group held 1,064,498 shares of Arthur J. Gallagher & Co worth $244M as of Q2 2026.
  • UBS Group bought 75,324 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $16M.
  • Arthur J. Gallagher & Co made up 0.03% of UBS Group's portfolio in Q2 2026, its #558 holding.
  • UBS Group first reported a position in Arthur J. Gallagher & Co in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Arthur J. Gallagher & Co position peaked at $397M in Q1 2025.
  • 1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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