UBS Group
EFSC icon

UBS Group’s Enterprise Financial Services Corp EFSC Stock Holding History

UBS Group’s Portfolio EFSC Stock Details EFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-125,002
Closed -$5.1M – 7927
2019
Q1 		$5.1M Buy
+125,002
New +$5.37M ﹤0.01% 2190
2018
Q4 		– Sell
-102,000
Closed -$5.41M – 8090
2018
Q3 		$5.41M Sell
102,000
-26,827
-21% -$1.49M ﹤0.01% 2277
2018
Q2 		$6.95M Buy
+128,827
New +$6.74M ﹤0.01% 2054

Other funds holding EFSC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's EFSC Position: Q1 2026 in Review

UBS Group reduced its Enterprise Financial Services Corp (EFSC) stake by 11% in Q1 2026, selling an estimated $439K and leaving 64,232 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #4443.

UBS Group first reported a position in EFSC in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.26M in Q4 2024. 262 funds tracked by Wall St. Rank hold EFSC as of Q1 2026.

  • UBS Group held 64,232 shares of Enterprise Financial Services Corp worth $3.48M as of Q1 2026.
  • UBS Group sold 7,780 Enterprise Financial Services Corp shares in Q1 2026, an estimated $439K.
  • Enterprise Financial Services Corp made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4443 holding.
  • UBS Group first reported a position in Enterprise Financial Services Corp in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Enterprise Financial Services Corp position peaked at $5.26M in Q4 2024.
  • 262 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q1 2026.

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