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
2022 Q1	–	Sell	-300	Closed	-$10K	–	10411
2021 Q4	$10K	Hold	300	–	–	﹤0.01%	8772
2021 Q3	$9K	Buy	+300	New	+$9.08K	﹤0.01%	8083

Other funds holding EQH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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.