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
2025 Q3	–	Sell	-505,000	Closed	-$33.1M	–	10311
2025 Q2	$33.1M	Buy	505,000 +395,000	+359%	+$25.8M	0.01%	1883
2025 Q1	$7.19M	Buy	+110,000	New	+$7.43M	﹤0.01%	3405
2019 Q2	–	Sell	-33,600	Closed	-$1.79M	–	7836
2019 Q1	$1.79M	Buy	+33,600	New	+$1.67M	﹤0.01%	3079
2018 Q3	–	Sell	-113,800	Closed	-$6.73M	–	7951
2018 Q2	$6.73M	Buy	+113,800	New	+$7.17M	﹤0.01%	2086

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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.