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 $1.9T AUM 41.92% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 AOS Position: Q1 2026 in Review

UBS Group reduced its A.O. Smith (AOS) stake by 44% in Q1 2026, selling an estimated $52.5M and leaving 921,583 shares worth $60.8M. The position accounts for 0.01% of the portfolio, ranked #1447.

UBS Group first reported a position in AOS in Q4 2014 and has held it in 46 quarters since. The position peaked at $110M in Q4 2025. 631 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • UBS Group held 921,583 shares of A.O. Smith worth $60.8M as of Q1 2026.
  • UBS Group sold 728,402 A.O. Smith shares in Q1 2026, an estimated $52.5M.
  • A.O. Smith made up 0.01% of UBS Group's portfolio in Q1 2026, its #1447 holding.
  • UBS Group first reported a position in A.O. Smith in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's A.O. Smith position peaked at $110M in Q4 2025.
  • 631 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

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