UBS Group
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UBS Group’s Atmos Energy ATO Stock Holding History

UBS Group’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-100
Closed -$6K – 8469
2015
Q1 		$6K Hold
100
– – ﹤0.01% 7990
2014
Q4 		$6K Buy
+100
New +$5.27K ﹤0.01% 8802

Other funds holding ATO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

UBS Group's ATO Position: Q1 2026 in Review

UBS Group increased its Atmos Energy (ATO) stake by 22% in Q1 2026, buying an estimated $23.2M and bringing the position to 718,687 shares worth $133M. The position accounts for 0.02% of the portfolio, ranked #844.

UBS Group first reported a position in ATO in Q4 2014 and has held it in 46 quarters since. The position peaked at $148M in Q3 2025. 1,013 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • UBS Group held 718,687 shares of Atmos Energy worth $133M as of Q1 2026.
  • UBS Group bought 131,226 Atmos Energy shares in Q1 2026, an estimated $23.2M.
  • Atmos Energy made up 0.02% of UBS Group's portfolio in Q1 2026, its #844 holding.
  • UBS Group first reported a position in Atmos Energy in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Atmos Energy position peaked at $148M in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

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