UBS Group’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $71.5M | Buy |
1,927,350
+918,558
| +91% | +$39.4M | 0.01% | 1301 |
|
|
2025
Q4 | $48.1M | Buy |
1,008,792
+497,180
| +97% | +$23.6M | 0.01% | 1666 |
|
|
2025
Q3 | $26M | Sell |
511,612
-535,985
| -51% | -$28.4M | ﹤0.01% | 2276 |
|
|
2025
Q2 | $58.8M | Sell |
1,047,597
-28,309
| -3% | -$1.46M | 0.01% | 1365 |
|
|
2025
Q1 | $56M | Buy |
1,075,906
+211,298
| +24% | +$11.1M | 0.01% | 1374 |
|
|
2024
Q4 | $40.8M | Buy |
864,608
+439,762
| +104% | +$20.3M | 0.01% | 1631 |
|
|
2024
Q3 | $17.9M | Buy |
424,846
+49,593
| +13% | +$2.03M | ﹤0.01% | 1922 |
|
|
2024
Q2 | $15.3M | Buy |
375,253
+69,541
| +23% | +$2.72M | ﹤0.01% | 1894 |
|
|
2024
Q1 | $11.6M | Buy |
305,712
+124,218
| +68% | +$4.22M | ﹤0.01% | 2145 |
|
|
2023
Q4 | $6.04M | Sell |
181,494
-22,093
| -11% | -$647K | ﹤0.01% | 2576 |
|
|
2023
Q3 | $5.78M | Sell |
203,587
-58,204
| -22% | -$1.64M | ﹤0.01% | 2439 |
|
|
2023
Q2 | $7.11M | Buy |
261,791
+6,010
| +2% | +$152K | ﹤0.01% | 2249 |
|
|
2023
Q1 | $6.49M | Buy |
255,781
+29,802
| +13% | +$879K | ﹤0.01% | 2270 |
|
|
2022
Q4 | $6.49M | Buy |
225,979
+105,235
| +87% | +$3.12M | ﹤0.01% | 2248 |
|
|
2022
Q3 | $3.18M | Sell |
120,744
-88,811
| -42% | -$2.52M | ﹤0.01% | 2761 |
|
|
2022
Q2 | $5.46M | Buy |
209,555
+26,414
| +14% | +$766K | ﹤0.01% | 2298 |
|
|
2022
Q1 | $5.66M | Sell |
183,141
-62,063
| -25% | -$2.05M | ﹤0.01% | 2423 |
|
|
2021
Q4 | $8.04M | Sell |
245,204
-18,131
| -7% | -$595K | ﹤0.01% | 2345 |
|
|
2021
Q3 | $7.81M | Sell |
263,335
-15,013
| -5% | -$454K | ﹤0.01% | 2237 |
|
|
2021
Q2 | $8.48M | Sell |
278,348
-53,855
| -16% | -$1.76M | ﹤0.01% | 2185 |
|
|
2021
Q1 | $10.8M | Sell |
332,203
-69,324
| -17% | -$2M | ﹤0.01% | 1883 |
|
|
2020
Q4 | $10.3M | Sell |
401,527
-20,432
| -5% | -$478K | ﹤0.01% | 1822 |
|
|
2020
Q3 | $7.7M | Buy |
421,959
+330,028
| +359% | +$6.64M | ﹤0.01% | 1840 |
|
|
2020
Q2 | $1.77M | Buy |
91,931
+22,439
| +32% | +$401K | ﹤0.01% | 2985 |
|
|
2020
Q1 | $1M | Buy |
69,492
+24,519
| +55% | +$536K | ﹤0.01% | 3343 |
|
|
2019
Q4 | $1.11M | Buy |
44,973
+10,654
| +31% | +$247K | ﹤0.01% | 4105 |
|
|
2019
Q3 | $760K | Buy |
34,319
+11,562
| +51% | +$248K | ﹤0.01% | 4202 |
|
|
2019
Q2 | $476K | Sell |
22,757
-297,454
| -93% | -$6.4M | ﹤0.01% | 4332 |
|
|
2019
Q1 | $6.45M | Buy |
320,211
+258,303
| +417% | +$4.93M | ﹤0.01% | 2007 |
|
|
2018
Q4 | $1.03M | Buy |
61,908
+60,801
| +5,492% | +$1.19M | ﹤0.01% | 3660 |
|
|
2018
Q3 | $24K | Buy |
1,107
+1,007
| +1,007% | +$22.1K | ﹤0.01% | 6691 |
|
|
2018
Q2 | $2K | Buy |
+100
| New | +$2.13K | ﹤0.01% | 7727 |
|
Other funds holding EQH
VPM
VCM
UBS Group's EQH Position: Q1 2026 in Review
UBS Group increased its Equitable Holdings (EQH) stake by 91% in Q1 2026, buying an estimated $39.4M and bringing the position to 1,927,350 shares worth $71.5M. The position accounts for 0.01% of the portfolio, ranked #1301.
UBS Group first reported a position in EQH in Q2 2018 and has held it in 32 quarters since. 540 funds tracked by Wall St. Rank hold EQH as of Q1 2026.
- UBS Group held 1,927,350 shares of Equitable Holdings worth $71.5M as of Q1 2026.
- UBS Group bought 918,558 Equitable Holdings shares in Q1 2026, an estimated $39.4M.
- Equitable Holdings made up 0.01% of UBS Group's portfolio in Q1 2026, its #1301 holding.
- UBS Group first reported a position in Equitable Holdings in Q2 2018 and has held it in 32 quarters since.
- 540 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.