UBS Group
BW icon

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
2025
Q4 		– Sell
-69,300
Closed -$201K – 10542
2025
Q3 		$201K Buy
+69,300
New +$123K ﹤0.01% 6667

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 $3.38T AUM 44.17% 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. 201 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.
  • 201 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.