UBS Group
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UBS Group’s A.O. Smith AOS Stock Holding History

UBS Group’s Portfolio AOS Stock Details AOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,100
Closed -$65K – 7950
2018
Q2 		$65K Hold
1,100
– – ﹤0.01% 5782
2018
Q1 		$70K Buy
+1,100
New +$71K ﹤0.01% 5475
2015
Q3 		– Sell
-200
Closed -$7K – 8383
2015
Q2 		$7K Hold
200
– – ﹤0.01% 7673
2015
Q1 		$7K Buy
+200
New +$6.08K ﹤0.01% 7885

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group's AOS Position: Q2 2026 in Review

UBS Group increased its A.O. Smith (AOS) stake by 168% in Q2 2026, buying an estimated $94.1M and bringing the position to 2,473,535 shares worth $155M. The position accounts for 0.02% of the portfolio, ranked #817.

UBS Group first reported a position in AOS in Q4 2014 and has held it in 47 quarters since. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • UBS Group held 2,473,535 shares of A.O. Smith worth $155M as of Q2 2026.
  • UBS Group bought 1,551,952 A.O. Smith shares in Q2 2026, an estimated $94.1M.
  • A.O. Smith made up 0.02% of UBS Group's portfolio in Q2 2026, its #817 holding.
  • UBS Group first reported a position in A.O. Smith in Q4 2014 and has held it in 47 quarters since.
  • 614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

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