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
-10,000
Closed -$1.14M – 10266
2025
Q1 		$1.14M Buy
+10,000
New +$1.03M ﹤0.01% 5172
2023
Q4 		– Sell
-30,000
Closed -$2.14M – 9322
2023
Q3 		$2.14M Buy
+30,000
New +$2.02M ﹤0.01% 3377
2021
Q1 		– Sell
-100
Closed -$4K – 9001
2020
Q4 		$4K Sell
100
-9,300
-99% -$372K ﹤0.01% 7896
2020
Q3 		$391K Buy
+9,400
New +$389K ﹤0.01% 4364

Other funds holding BJ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group's BJ Position: Q2 2026 in Review

UBS Group increased its BJs Wholesale Club (BJ) stake by 17% in Q2 2026, buying an estimated $13.5M and bringing the position to 1,033,283 shares worth $90.1M. The position accounts for 0.01% of the portfolio, ranked #1199.

UBS Group first reported a position in BJ in Q2 2018 and has held it in 33 quarters since. The position peaked at $99.4M in Q3 2025. 638 funds tracked by Wall St. Rank hold BJ as of Q2 2026.

  • UBS Group held 1,033,283 shares of BJs Wholesale Club worth $90.1M as of Q2 2026.
  • UBS Group bought 147,398 BJs Wholesale Club shares in Q2 2026, an estimated $13.5M.
  • BJs Wholesale Club made up 0.01% of UBS Group's portfolio in Q2 2026, its #1199 holding.
  • UBS Group first reported a position in BJs Wholesale Club in Q2 2018 and has held it in 33 quarters since.
  • UBS Group's BJs Wholesale Club position peaked at $99.4M in Q3 2025.
  • 638 funds tracked by Wall St. Rank held BJs Wholesale Club as of Q2 2026.

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