UBS Group
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UBS Group’s Enerpac Tool Group EPAC Stock Holding History

UBS Group’s Portfolio EPAC Stock Details EPAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-600
Closed -$14K – 8572
2015
Q1 		$14K Hold
600
– – ﹤0.01% 7337
2014
Q4 		$16K Buy
+600
New +$17.9K ﹤0.01% 7951

Other funds holding EPAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's EPAC Position: Q1 2026 in Review

UBS Group increased its Enerpac Tool Group (EPAC) stake by 11% in Q1 2026, buying an estimated $807K and bringing the position to 197,448 shares worth $7.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3693.

UBS Group first reported a position in EPAC in Q4 2014 and has held it in 46 quarters since. The position peaked at $16.6M in Q1 2025. 256 funds tracked by Wall St. Rank hold EPAC as of Q1 2026.

  • UBS Group held 197,448 shares of Enerpac Tool Group worth $7.2M as of Q1 2026.
  • UBS Group bought 20,364 Enerpac Tool Group shares in Q1 2026, an estimated $807K.
  • Enerpac Tool Group made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3693 holding.
  • UBS Group first reported a position in Enerpac Tool Group in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Enerpac Tool Group position peaked at $16.6M in Q1 2025.
  • 256 funds tracked by Wall St. Rank held Enerpac Tool Group as of Q1 2026.

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