UBS Group
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UBS Group’s Encompass Health EHC Stock Holding History

UBS Group’s Portfolio EHC Stock Details EHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-94,275
Closed -$4.9M – 10398
2021
Q4 		$4.9M Buy
+94,275
New +$4.86M ﹤0.01% 2849
2020
Q1 		– Sell
-21,495
Closed -$1.18M – 8053
2019
Q4 		$1.18M Buy
+21,495
New +$1.17M ﹤0.01% 4044

Other funds holding EHC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

UBS Group's EHC Position: Q3 2026 in Review

UBS Group reduced its Encompass Health (EHC) stake by 36% in Q3 2026, selling an estimated $11.8M and leaving 176,240 shares worth $21.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2586.

UBS Group first reported a position in EHC in Q4 2014 and has held it in 48 quarters since. The position peaked at $48M in Q1 2026. 508 funds tracked by Wall St. Rank hold EHC as of Q3 2026.

  • UBS Group held 176,240 shares of Encompass Health worth $21.4M as of Q3 2026.
  • UBS Group sold 100,372 Encompass Health shares in Q3 2026, an estimated $11.8M.
  • Encompass Health made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #2586 holding.
  • UBS Group first reported a position in Encompass Health in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Encompass Health position peaked at $48M in Q1 2026.
  • 508 funds tracked by Wall St. Rank held Encompass Health as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.