UBS Group
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UBS Group’s Enterprise Products Partners EPD Stock Holding History

UBS Group’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.5M Sell
329,200
-15,000
-4% -$531K ﹤0.01% 3112
2025
Q4 		$11M Sell
344,200
-314,300
-48% -$9.94M ﹤0.01% 3184
2025
Q3 		$20.6M Buy
658,500
+555,700
+541% +$17.5M ﹤0.01% 2526
2025
Q2 		$3.19M Sell
102,800
-140,400
-58% -$4.37M ﹤0.01% 4335
2025
Q1 		$8.3M Sell
243,200
-1,307,400
-84% -$43.5M ﹤0.01% 3247
2024
Q4 		$48.6M Buy
1,550,600
+224,100
+17% +$6.88M 0.01% 1492
2024
Q3 		$38.6M Sell
1,326,500
-484,400
-27% -$14.1M 0.01% 1343
2024
Q2 		$52.5M Buy
1,810,900
+111,300
+7% +$3.19M 0.01% 1007
2024
Q1 		$49.6M Sell
1,699,600
-509,300
-23% -$14M 0.01% 1039
2023
Q4 		$58.2M Buy
2,208,900
+698,800
+46% +$18.6M 0.02% 890
2023
Q3 		$41.3M Buy
1,510,100
+456,200
+43% +$12.2M 0.01% 970
2023
Q2 		$27.8M Buy
1,053,900
+139,000
+15% +$3.63M 0.01% 1196
2023
Q1 		$23.7M Sell
914,900
-745,200
-45% -$19.1M 0.01% 1266
2022
Q4 		$40M Buy
1,660,100
+265,500
+19% +$6.54M 0.02% 931
2022
Q3 		$33.2M Sell
1,394,600
-265,100
-16% -$6.84M 0.01% 941
2022
Q2 		$40.4M Buy
1,659,700
+131,500
+9% +$3.46M 0.02% 860
2022
Q1 		$39.4M Buy
1,528,200
+664,600
+77% +$16.1M 0.01% 982
2021
Q4 		$19M Buy
863,600
+557,280
+182% +$12.5M 0.01% 1619
2021
Q3 		$6.63M Buy
306,320
+42,700
+16% +$970K ﹤0.01% 2384
2021
Q2 		$6.36M Buy
263,620
+243,220
+1,192% +$5.76M ﹤0.01% 2444
2021
Q1 		$449K Sell
20,400
-19,000
-48% -$418K ﹤0.01% 4954
2020
Q4 		$772K Buy
39,400
+19,000
+93% +$354K ﹤0.01% 4227
2020
Q3 		$322K Sell
20,400
-153,900
-88% -$2.7M ﹤0.01% 4497
2020
Q2 		$3.17M Sell
174,300
-253,100
-59% -$4.53M ﹤0.01% 2449
2020
Q1 		$6.11M Sell
427,400
-218,500
-34% -$5.07M ﹤0.01% 1768
2019
Q4 		$18.2M Buy
645,900
+495,900
+331% +$13.4M 0.01% 1448
2019
Q3 		$4.29M Hold
150,000
– – ﹤0.01% 2535
2019
Q2 		$4.33M Buy
+150,000
New +$4.32M ﹤0.01% 2445
2018
Q1 		– Sell
-118,600
Closed -$3.14M – 7896
2017
Q4 		$3.14M Buy
+118,600
New +$3M ﹤0.01% 2795
2017
Q2 		– Sell
-41,400
Closed -$1.14M – 7746
2017
Q1 		$1.14M Sell
41,400
-19,600
-32% -$547K ﹤0.01% 3425
2016
Q4 		$1.65M Buy
+61,000
New +$1.59M ﹤0.01% 3093
2016
Q3 		– Sell
-6,600
Closed -$193K – 7734
2016
Q2 		$193K Buy
+6,600
New +$177K ﹤0.01% 4558
2016
Q1 		– Sell
-100
Closed -$3K – 7763
2015
Q4 		$3K Hold
100
– – ﹤0.01% 7870
2015
Q3 		$2K Hold
100
– – ﹤0.01% 8074
2015
Q2 		$3K Hold
100
– – ﹤0.01% 8059
2015
Q1 		$3K Sell
100
-4,600
-98% -$154K ﹤0.01% 8320
2014
Q4 		$170K Buy
+4,700
New +$174K ﹤0.01% 5192

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

UBS Group's EPD Position: Q1 2026 in Review

UBS Group reduced its Enterprise Products Partners (EPD) stake by 2.9% in Q1 2026, selling an estimated $13.1M and leaving 12,607,250 shares worth $477M. The position accounts for 0.07% of the portfolio, ranked #282.

UBS Group first reported a position in EPD in Q4 2014 and has held it in 46 quarters since. The position peaked at $793M in Q1 2015. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • UBS Group held 12,607,250 shares of Enterprise Products Partners worth $477M as of Q1 2026.
  • UBS Group sold 370,534 Enterprise Products Partners shares in Q1 2026, an estimated $13.1M.
  • Enterprise Products Partners made up 0.07% of UBS Group's portfolio in Q1 2026, its #282 holding.
  • UBS Group first reported a position in Enterprise Products Partners in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Enterprise Products Partners position peaked at $793M in Q1 2015.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

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