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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group's AWR Position: Q2 2026 in Review

UBS Group increased its American States Water (AWR) stake by 27% in Q2 2026, buying an estimated $2.49M and bringing the position to 151,438 shares worth $12.5M. The position accounts for ﹤0.01% of the portfolio, ranked #3192.

UBS Group first reported a position in AWR in Q4 2014 and has held it in 47 quarters since. 410 funds tracked by Wall St. Rank hold AWR as of Q2 2026.

  • UBS Group held 151,438 shares of American States Water worth $12.5M as of Q2 2026.
  • UBS Group bought 32,081 American States Water shares in Q2 2026, an estimated $2.49M.
  • American States Water made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3192 holding.
  • UBS Group first reported a position in American States Water in Q4 2014 and has held it in 47 quarters since.
  • 410 funds tracked by Wall St. Rank held American States Water as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.