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 $456M AUM 896.07% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

UBS Group's BW Position: Q1 2026 in Review

UBS Group increased its Babcock & Wilcox (BW) stake by 12% in Q1 2026, buying an estimated $1.78M and bringing the position to 1,614,278 shares worth $23.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2404.

UBS Group first reported a position in BW in Q3 2015 and has held it in 43 quarters since. 151 funds tracked by Wall St. Rank hold BW as of Q1 2026.

UBS Group held 1,614,278 shares of Babcock & Wilcox worth $23.7M as of Q1 2026.
UBS Group bought 169,060 Babcock & Wilcox shares in Q1 2026, an estimated $1.78M.
Babcock & Wilcox made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2404 holding.
UBS Group first reported a position in Babcock & Wilcox in Q3 2015 and has held it in 43 quarters since.
151 funds tracked by Wall St. Rank held Babcock & Wilcox as of Q1 2026.

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