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
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
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.