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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RPA
Rock Point Advisors Burlington, Vermont $370M AUM 23.84% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group's AMWL Position: Q1 2026 in Review

UBS Group increased its American Well (AMWL) stake by 8.5% in Q1 2026, buying an estimated $1.9K and bringing the position to 4,690 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #7801.

UBS Group first reported a position in AMWL in Q3 2020 and has held it in 23 quarters since. The position peaked at $7.83M in Q4 2021. 55 funds tracked by Wall St. Rank hold AMWL as of Q1 2026.

  • UBS Group held 4,690 shares of American Well worth $24.7K as of Q1 2026.
  • UBS Group bought 369 American Well shares in Q1 2026, an estimated $1.9K.
  • American Well made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7801 holding.
  • UBS Group first reported a position in American Well in Q3 2020 and has held it in 23 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 Q1 2026.

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