UBS Group
EG icon

UBS Group’s Everest Group EG Stock Holding History

UBS Group’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$73.8M Buy
225,664
+25,290
+13% +$8.32M 0.01% 1278
2025
Q4 		$68M Sell
200,374
-17,537
-8% -$5.79M 0.01% 1330
2025
Q3 		$76.3M Sell
217,911
-4,641
-2% -$1.57M 0.01% 1253
2025
Q2 		$75.6M Sell
222,552
-24,923
-10% -$8.6M 0.01% 1172
2025
Q1 		$89.9M Buy
247,475
+137,664
+125% +$48.6M 0.02% 994
2024
Q4 		$39.8M Sell
109,811
-101,131
-48% -$37.9M 0.01% 1658
2024
Q3 		$82.7M Buy
210,942
+120,261
+133% +$45.8M 0.02% 832
2024
Q2 		$34.6M Sell
90,681
-7,273
-7% -$2.75M 0.01% 1287
2024
Q1 		$38.9M Buy
97,954
+13,067
+15% +$4.9M 0.01% 1205
2023
Q4 		$30M Buy
84,887
+20,727
+32% +$8.03M 0.01% 1305
2023
Q3 		$23.8M Sell
64,160
-13,697
-18% -$4.97M 0.01% 1353
2023
Q2 		$26.6M Buy
77,857
+27,614
+55% +$9.97M 0.01% 1222
2023
Q1 		$18M Sell
50,243
-9,016
-15% -$3.24M 0.01% 1481
2022
Q4 		$19.6M Buy
59,259
+22,261
+60% +$6.94M 0.01% 1424
2022
Q3 		$9.71M Sell
36,998
-6,406
-15% -$1.73M ﹤0.01% 1813
2022
Q2 		$12.2M Sell
43,404
-1,050
-2% -$297K 0.01% 1670
2022
Q1 		$13.4M Sell
44,454
-6,782
-13% -$1.95M ﹤0.01% 1717
2021
Q4 		$14M Sell
51,236
-4,044
-7% -$1.09M ﹤0.01% 1846
2021
Q3 		$13.9M Buy
55,280
+3,933
+8% +$1.01M ﹤0.01% 1799
2021
Q2 		$12.9M Sell
51,347
-25,288
-33% -$6.58M ﹤0.01% 1825
2021
Q1 		$19M Sell
76,635
-6,610
-8% -$1.57M 0.01% 1484
2020
Q4 		$19.5M Buy
83,245
+30,379
+57% +$6.71M 0.01% 1362
2020
Q3 		$10.4M Buy
52,866
+11,433
+28% +$2.45M ﹤0.01% 1608
2020
Q2 		$8.54M Buy
41,433
+25,457
+159% +$4.96M ﹤0.01% 1629
2020
Q1 		$3.08M Sell
15,976
-61,862
-79% -$15.8M ﹤0.01% 2361
2019
Q4 		$21.5M Buy
77,838
+12,679
+19% +$3.34M 0.01% 1321
2019
Q3 		$17.3M Buy
65,159
+4,912
+8% +$1.24M 0.01% 1349
2019
Q2 		$14.9M Buy
60,247
+6,676
+12% +$1.6M 0.01% 1432
2019
Q1 		$11.6M Buy
53,571
+21,635
+68% +$4.71M ﹤0.01% 1555
2018
Q4 		$6.96M Buy
31,936
+8,407
+36% +$1.83M ﹤0.01% 1880
2018
Q3 		$5.38M Sell
23,529
-1,745
-7% -$391K ﹤0.01% 2284
2018
Q2 		$5.83M Sell
25,274
-12,829
-34% -$3.01M ﹤0.01% 2209
2018
Q1 		$9.79M Sell
38,103
-22,005
-37% -$5.28M ﹤0.01% 1698
2017
Q4 		$13.3M Buy
60,108
+16,370
+37% +$3.69M 0.01% 1505
2017
Q3 		$9.99M Buy
43,738
+10,199
+30% +$2.57M ﹤0.01% 1617
2017
Q2 		$8.54M Sell
33,539
-22,009
-40% -$5.43M ﹤0.01% 1678
2017
Q1 		$13M Buy
55,548
+7,368
+15% +$1.68M 0.01% 1298
2016
Q4 		$10.4M Sell
48,180
-3,516
-7% -$725K 0.01% 1461
2016
Q3 		$9.82M Sell
51,696
-4,109
-7% -$773K 0.01% 1432
2016
Q2 		$10.2M Buy
55,805
+11,152
+25% +$2.05M 0.01% 1369
2016
Q1 		$8.82M Buy
44,653
+16,482
+59% +$3.05M 0.01% 1420
2015
Q4 		$5.16M Sell
28,171
-16,186
-36% -$2.94M ﹤0.01% 1936
2015
Q3 		$7.69M Sell
44,357
-5,837
-12% -$1.06M 0.01% 1585
2015
Q2 		$9.14M Sell
50,194
-2,353
-4% -$428K 0.01% 1551
2015
Q1 		$9.14M Buy
52,547
+2,296
+5% +$403K 0.01% 1550
2014
Q4 		$8.56M Buy
+50,251
New +$8.48M 0.01% 1625

Other funds holding EG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group's EG Position: Q1 2026 in Review

UBS Group increased its Everest Group (EG) stake by 13% in Q1 2026, buying an estimated $8.32M and bringing the position to 225,664 shares worth $73.8M. The position accounts for 0.01% of the portfolio, ranked #1278.

UBS Group first reported a position in EG in Q4 2014 and has held it in 46 quarters since. The position peaked at $89.9M in Q1 2025. 664 funds tracked by Wall St. Rank hold EG as of Q1 2026.

  • UBS Group held 225,664 shares of Everest Group worth $73.8M as of Q1 2026.
  • UBS Group bought 25,290 Everest Group shares in Q1 2026, an estimated $8.32M.
  • Everest Group made up 0.01% of UBS Group's portfolio in Q1 2026, its #1278 holding.
  • UBS Group first reported a position in Everest Group in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Everest Group position peaked at $89.9M in Q1 2025.
  • 664 funds tracked by Wall St. Rank held Everest Group as of Q1 2026.

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