UBS Group
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UBS Group’s BJs Wholesale Club BJ Stock Holding History

UBS Group’s Portfolio BJ Stock Details BJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-40,000
Closed -$4.56M – 10265
2025
Q1 		$4.56M Buy
+40,000
New +$4.12M ﹤0.01% 3878
2023
Q4 		– Sell
-225,000
Closed -$16.1M – 9321
2023
Q3 		$16.1M Buy
+225,000
New +$15.1M 0.01% 1637

Other funds holding BJ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's BJ Position: Q1 2026 in Review

UBS Group increased its BJs Wholesale Club (BJ) stake by 35% in Q1 2026, buying an estimated $22.3M and bringing the position to 885,885 shares worth $87.2M. The position accounts for 0.01% of the portfolio, ranked #1155.

UBS Group first reported a position in BJ in Q2 2018 and has held it in 32 quarters since. The position peaked at $99.4M in Q3 2025. 624 funds tracked by Wall St. Rank hold BJ as of Q1 2026.

  • UBS Group held 885,885 shares of BJs Wholesale Club worth $87.2M as of Q1 2026.
  • UBS Group bought 231,379 BJs Wholesale Club shares in Q1 2026, an estimated $22.3M.
  • BJs Wholesale Club made up 0.01% of UBS Group's portfolio in Q1 2026, its #1155 holding.
  • UBS Group first reported a position in BJs Wholesale Club in Q2 2018 and has held it in 32 quarters since.
  • UBS Group's BJs Wholesale Club position peaked at $99.4M in Q3 2025.
  • 624 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q1 2026.

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