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
2021 Q1	–	Sell	-5,900	Closed	-$1.38M	–	9094
2020 Q4	$1.38M	Buy	+5,900	New	+$1.3M	﹤0.01%	3744

Other funds holding EG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

UBS Group's EG Position: Q2 2026 in Review

UBS Group increased its Everest Group (EG) stake by 21% in Q2 2026, buying an estimated $16.5M and bringing the position to 273,904 shares worth $97.8M. The position accounts for 0.01% of the portfolio, ranked #1138.

UBS Group first reported a position in EG in Q4 2014 and has held it in 47 quarters since. 690 funds tracked by Wall St. Rank hold EG as of Q2 2026.

UBS Group held 273,904 shares of Everest Group worth $97.8M as of Q2 2026.
UBS Group bought 48,240 Everest Group shares in Q2 2026, an estimated $16.5M.
Everest Group made up 0.01% of UBS Group's portfolio in Q2 2026, its #1138 holding.
UBS Group first reported a position in Everest Group in Q4 2014 and has held it in 47 quarters since.
690 funds tracked by Wall St. Rank held Everest Group as of Q2 2026.

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