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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

UBS Group's EQH Position: Q2 2026 in Review

UBS Group reduced its Equitable Holdings (EQH) stake by 7.1% in Q2 2026, selling an estimated $5.68M and leaving 1,791,434 shares worth $78.6M. The position accounts for 0.01% of the portfolio, ranked #1310.

UBS Group first reported a position in EQH in Q2 2018 and has held it in 33 quarters since. 484 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • UBS Group held 1,791,434 shares of Equitable Holdings worth $78.6M as of Q2 2026.
  • UBS Group sold 135,916 Equitable Holdings shares in Q2 2026, an estimated $5.68M.
  • Equitable Holdings made up 0.01% of UBS Group's portfolio in Q2 2026, its #1310 holding.
  • UBS Group first reported a position in Equitable Holdings in Q2 2018 and has held it in 33 quarters since.
  • 484 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.