UBS Group
EFX icon

UBS Group’s Equifax EFX Stock Holding History

UBS Group’s Portfolio EFX Stock Details EFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-50,000
Closed -$9.72M – 9769
2022
Q4 		$9.72M Hold
50,000
– – ﹤0.01% 1953
2022
Q3 		$8.57M Buy
+50,000
New +$9.79M ﹤0.01% 1921
2019
Q2 		– Sell
-61,700
Closed -$7.31M – 7928
2019
Q1 		$7.31M Buy
+61,700
New +$6.59M ﹤0.01% 1917

Other funds holding EFX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

UBS Group's EFX Position: Q2 2026 in Review

UBS Group increased its Equifax (EFX) stake by 36% in Q2 2026, buying an estimated $43.9M and bringing the position to 970,757 shares worth $154M. The position accounts for 0.02% of the portfolio, ranked #823.

UBS Group first reported a position in EFX in Q4 2014 and has held it in 47 quarters since. The position peaked at $164M in Q3 2025. 837 funds tracked by Wall St. Rank hold EFX as of Q2 2026.

  • UBS Group held 970,757 shares of Equifax worth $154M as of Q2 2026.
  • UBS Group bought 257,714 Equifax shares in Q2 2026, an estimated $43.9M.
  • Equifax made up 0.02% of UBS Group's portfolio in Q2 2026, its #823 holding.
  • UBS Group first reported a position in Equifax in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Equifax position peaked at $164M in Q3 2025.
  • 837 funds tracked by Wall St. Rank held Equifax as of Q2 2026.

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