UBS Group
EQH icon

UBS Group’s Equitable Holdings EQH Stock Holding History

UBS Group’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-61,000
Closed -$2.32M – 9660
2024
Q1 		$2.32M Buy
+61,000
New +$2.07M ﹤0.01% 3796
2018
Q3 		– Sell
-64,300
Closed -$1.32M – 8048
2018
Q2 		$1.32M Buy
+64,300
New +$1.37M ﹤0.01% 3532

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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.