UBS Group
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UBS Group’s American States Water AWR Stock Holding History

UBS Group’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-13,300
Closed -$551K – 8329
2015
Q3 		$551K Hold
13,300
– – ﹤0.01% 3824
2015
Q2 		$497K Hold
13,300
– – ﹤0.01% 4134
2015
Q1 		$531K Buy
+13,300
New +$528K ﹤0.01% 4093

Other funds holding AWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group's AWR Position: Q1 2026 in Review

UBS Group reduced its American States Water (AWR) stake by 15% in Q1 2026, selling an estimated $1.57M and leaving 119,357 shares worth $9.03M. The position accounts for ﹤0.01% of the portfolio, ranked #3472.

UBS Group first reported a position in AWR in Q4 2014 and has held it in 46 quarters since. The position peaked at $11.8M in Q3 2025. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • UBS Group held 119,357 shares of American States Water worth $9.03M as of Q1 2026.
  • UBS Group sold 21,312 American States Water shares in Q1 2026, an estimated $1.57M.
  • American States Water made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3472 holding.
  • UBS Group first reported a position in American States Water in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's American States Water position peaked at $11.8M in Q3 2025.
  • 375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

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