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% 5783
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 $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

UBS Group's AOS Position: Q3 2026 in Review

UBS Group reduced its A.O. Smith (AOS) stake by 41% in Q3 2026, selling an estimated $60.6M and leaving 1,468,488 shares worth $82.8M. The position accounts for 0.01% of the portfolio, ranked #1244.

UBS Group first reported a position in AOS in Q4 2014 and has held it in 48 quarters since. The position peaked at $155M in Q2 2026. 496 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • UBS Group held 1,468,488 shares of A.O. Smith worth $82.8M as of Q3 2026.
  • UBS Group sold 1,005,047 A.O. Smith shares in Q3 2026, an estimated $60.6M.
  • A.O. Smith made up 0.01% of UBS Group's portfolio in Q3 2026, its #1244 holding.
  • UBS Group first reported a position in A.O. Smith in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's A.O. Smith position peaked at $155M in Q2 2026.
  • 496 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.