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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

UBS Group's EFX Position: Q1 2026 in Review

UBS Group increased its Equifax (EFX) stake by 84% in Q1 2026, buying an estimated $64.7M and bringing the position to 713,043 shares worth $128M. The position accounts for 0.02% of the portfolio, ranked #863.

UBS Group first reported a position in EFX in Q4 2014 and has held it in 46 quarters since. The position peaked at $164M in Q3 2025. 872 funds tracked by Wall St. Rank hold EFX as of Q1 2026.

  • UBS Group held 713,043 shares of Equifax worth $128M as of Q1 2026.
  • UBS Group bought 325,923 Equifax shares in Q1 2026, an estimated $64.7M.
  • Equifax made up 0.02% of UBS Group's portfolio in Q1 2026, its #863 holding.
  • UBS Group first reported a position in Equifax in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Equifax position peaked at $164M in Q3 2025.
  • 872 funds tracked by Wall St. Rank held Equifax as of Q1 2026.

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