UBS Group
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UBS Group’s Babcock & Wilcox BW Stock Holding History

UBS Group’s Portfolio BW Stock Details BW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.8M Sell
1,260,179
-354,099
-22% -$6.01M ﹤0.01% 2812
2026
Q1 		$23.7M Buy
1,614,278
+169,060
+12% +$1.78M ﹤0.01% 2404
2025
Q4 		$9.16M Buy
1,445,218
+1,183,893
+453% +$5.84M ﹤0.01% 3380
2025
Q3 		$758K Sell
261,325
-318,435
-55% -$564K ﹤0.01% 5784
2025
Q2 		$558K Buy
579,760
+397,972
+219% +$272K ﹤0.01% 5919
2025
Q1 		$122K Buy
181,788
+8,720
+5% +$10.8K ﹤0.01% 6891
2024
Q4 		$284K Buy
173,068
+122,687
+244% +$259K ﹤0.01% 6231
2024
Q3 		$103K Buy
50,381
+43,450
+627% +$61.7K ﹤0.01% 6340
2024
Q2 		$10.1K Sell
6,931
-135,517
-95% -$163K ﹤0.01% 7714
2024
Q1 		$161K Buy
142,448
+66,681
+88% +$82.5K ﹤0.01% 5993
2023
Q4 		$111K Buy
75,767
+37,552
+98% +$80K ﹤0.01% 6119
2023
Q3 		$161K Sell
38,215
-163
-0.4% -$851 ﹤0.01% 5516
2023
Q2 		$226K Buy
38,378
+12,235
+47% +$71.7K ﹤0.01% 5397
2023
Q1 		$158K Buy
26,143
+4,741
+22% +$29.2K ﹤0.01% 5572
2022
Q4 		$123K Buy
21,402
+18,276
+585% +$99.8K ﹤0.01% 5907
2022
Q3 		$20K Buy
3,126
+443
+17% +$3.29K ﹤0.01% 7385
2022
Q2 		$17K Sell
2,683
-5,918
-69% -$41.4K ﹤0.01% 7081
2022
Q1 		$70K Sell
8,601
-13,528
-61% -$106K ﹤0.01% 6168
2021
Q4 		$200K Buy
22,129
+18,828
+570% +$151K ﹤0.01% 5683
2021
Q3 		$22K Buy
3,301
+1,191
+56% +$8.31K ﹤0.01% 7052
2021
Q2 		$17K Hold
2,110
– – ﹤0.01% 7502
2021
Q1 		$20K Hold
2,110
– – ﹤0.01% 7375
2020
Q4 		$7K Sell
2,110
-5,617
-73% -$17.6K ﹤0.01% 7676
2020
Q3 		$18K Buy
7,727
+5,617
+266% +$14K ﹤0.01% 6377
2020
Q2 		$5K Sell
2,110
-1,360
-39% -$2.35K ﹤0.01% 7361
2020
Q1 		$3K Buy
3,470
+1,360
+64% +$4.91K ﹤0.01% 7468
2019
Q4 		$8K Sell
2,110
-2,484
-54% -$9.7K ﹤0.01% 7381
2019
Q3 		$22K Sell
4,594
-1,628
-26% -$6.23K ﹤0.01% 6676
2019
Q2 		$21K Buy
6,222
+3,558
+134% +$13.7K ﹤0.01% 6577
2019
Q1 		$11K Sell
2,664
-778
-23% -$4.27K ﹤0.01% 6736
2018
Q4 		$14K Buy
3,442
+2,292
+199% +$20.4K ﹤0.01% 7029
2018
Q3 		$12K Sell
1,150
-1,177
-51% -$19.5K ﹤0.01% 7060
2018
Q2 		$55K Sell
2,327
-15,579
-87% -$414K ﹤0.01% 5893
2018
Q1 		$782K Sell
17,906
-4,779
-21% -$277K ﹤0.01% 3907
2017
Q4 		$1.29M Buy
22,685
+20,064
+766% +$910K ﹤0.01% 3559
2017
Q3 		$87K Buy
2,621
+1,807
+222% +$111K ﹤0.01% 5397
2017
Q2 		$96K Buy
814
+180
+28% +$18.6K ﹤0.01% 5193
2017
Q1 		$59K Sell
634
-787
-55% -$110K ﹤0.01% 5396
2016
Q4 		$236K Buy
1,421
+722
+103% +$115K ﹤0.01% 4678
2016
Q3 		$116K Sell
699
-2,548
-78% -$408K ﹤0.01% 4909
2016
Q2 		$477K Buy
3,247
+2,488
+328% +$531K ﹤0.01% 3920
2016
Q1 		$163K Sell
759
-6,345
-89% -$1.26M ﹤0.01% 4635
2015
Q4 		$1.48M Sell
7,104
-4,227
-37% -$771K ﹤0.01% 3083
2015
Q3 		$1.9M Buy
+11,331
New +$2.09M ﹤0.01% 2789

Other funds holding BW

BRF
B. Riley Financial Los Angeles, California $434M AUM 751.56% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group's BW Position: Q2 2026 in Review

UBS Group reduced its Babcock & Wilcox (BW) stake by 22% in Q2 2026, selling an estimated $6.01M and leaving 1,260,179 shares worth $17.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

UBS Group first reported a position in BW in Q3 2015 and has held it in 44 quarters since. The position peaked at $23.7M in Q1 2026. 202 funds tracked by Wall St. Rank hold BW as of Q2 2026.

  • UBS Group held 1,260,179 shares of Babcock & Wilcox worth $17.8M as of Q2 2026.
  • UBS Group sold 354,099 Babcock & Wilcox shares in Q2 2026, an estimated $6.01M.
  • Babcock & Wilcox made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2812 holding.
  • UBS Group first reported a position in Babcock & Wilcox in Q3 2015 and has held it in 44 quarters since.
  • UBS Group's Babcock & Wilcox position peaked at $23.7M in Q1 2026.
  • 202 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q2 2026.

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