UBS Group
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UBS Group’s American Well AMWL Stock Holding History

UBS Group’s Portfolio AMWL Stock Details AMWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,750
Closed -$495K – 9557
2022
Q4 		$495K Buy
+8,750
New +$631K ﹤0.01% 4715
2021
Q1 		– Sell
-5,000
Closed -$2.53M – 8955
2020
Q4 		$2.53M Buy
+5,000
New +$2.9M ﹤0.01% 3173

Other funds holding AMWL

SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

UBS Group's AMWL Position: Q2 2026 in Review

UBS Group increased its American Well (AMWL) stake by 934% in Q2 2026, buying an estimated $327K and bringing the position to 48,517 shares worth $442K. The position accounts for ﹤0.01% of the portfolio, ranked #6319.

UBS Group first reported a position in AMWL in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.83M in Q4 2021. 55 funds tracked by Wall St. Rank hold AMWL as of Q2 2026.

  • UBS Group held 48,517 shares of American Well worth $442K as of Q2 2026.
  • UBS Group bought 43,827 American Well shares in Q2 2026, an estimated $327K.
  • American Well made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6319 holding.
  • UBS Group first reported a position in American Well in Q3 2020 and has held it in 24 quarters since.
  • UBS Group's American Well position peaked at $7.83M in Q4 2021.
  • 55 funds tracked by Wall St. Rank held American Well as of Q2 2026.

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