UBS Group
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UBS Group’s Donaldson DCI Stock Holding History

UBS Group’s Portfolio DCI Stock Details DCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-100
Closed -$4K – 8542
2015
Q1 		$4K Hold
100
– – ﹤0.01% 8206
2014
Q4 		$4K Buy
+100
New +$3.97K ﹤0.01% 9097

Other funds holding DCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group's DCI Position: Q1 2026 in Review

UBS Group reduced its Donaldson (DCI) stake by 3.7% in Q1 2026, selling an estimated $2.27M and leaving 608,176 shares worth $51.6M. The position accounts for 0.01% of the portfolio, ranked #1605.

UBS Group first reported a position in DCI in Q4 2014 and has held it in 46 quarters since. The position peaked at $60M in Q2 2025. 608 funds tracked by Wall St. Rank hold DCI as of Q1 2026.

  • UBS Group held 608,176 shares of Donaldson worth $51.6M as of Q1 2026.
  • UBS Group sold 23,497 Donaldson shares in Q1 2026, an estimated $2.27M.
  • Donaldson made up 0.01% of UBS Group's portfolio in Q1 2026, its #1605 holding.
  • UBS Group first reported a position in Donaldson in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Donaldson position peaked at $60M in Q2 2025.
  • 608 funds tracked by Wall St. Rank held Donaldson as of Q1 2026.

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