UBS Group
EXPO icon

UBS Group’s Exponent EXPO Stock Holding History

UBS Group’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.3M Buy
357,710
+181,306
+103% +$12.9M ﹤0.01% 2416
2025
Q4 		$12.3M Buy
176,404
+40,359
+30% +$2.83M ﹤0.01% 3081
2025
Q3 		$9.45M Buy
136,045
+35,822
+36% +$2.56M ﹤0.01% 3356
2025
Q2 		$7.49M Sell
100,223
-2,493
-2% -$193K ﹤0.01% 3426
2025
Q1 		$8.33M Buy
102,716
+4,175
+4% +$364K ﹤0.01% 3243
2024
Q4 		$8.78M Buy
98,541
+47,631
+94% +$4.8M ﹤0.01% 3209
2024
Q3 		$5.87M Buy
50,910
+14,611
+40% +$1.53M ﹤0.01% 2913
2024
Q2 		$3.45M Sell
36,299
-34,608
-49% -$3.12M ﹤0.01% 3209
2024
Q1 		$5.86M Sell
70,907
-5,658
-7% -$468K ﹤0.01% 2797
2023
Q4 		$6.74M Buy
76,565
+22,410
+41% +$1.84M ﹤0.01% 2450
2023
Q3 		$4.64M Sell
54,155
-2,843
-5% -$257K ﹤0.01% 2652
2023
Q2 		$5.32M Buy
56,998
+11,987
+27% +$1.13M ﹤0.01% 2515
2023
Q1 		$4.49M Buy
45,011
+11,644
+35% +$1.18M ﹤0.01% 2619
2022
Q4 		$3.31M Buy
33,367
+15,072
+82% +$1.46M ﹤0.01% 2885
2022
Q3 		$1.6M Buy
18,295
+2,520
+16% +$239K ﹤0.01% 3353
2022
Q2 		$1.44M Sell
15,775
-2,480
-14% -$234K ﹤0.01% 3411
2022
Q1 		$1.97M Sell
18,255
-21,187
-54% -$2.04M ﹤0.01% 3439
2021
Q4 		$4.6M Buy
39,442
+14,099
+56% +$1.66M ﹤0.01% 2910
2021
Q3 		$2.87M Sell
25,343
-5,420
-18% -$585K ﹤0.01% 3244
2021
Q2 		$2.74M Sell
30,763
-23,867
-44% -$2.23M ﹤0.01% 3267
2021
Q1 		$5.32M Sell
54,630
-13,768
-20% -$1.29M ﹤0.01% 2523
2020
Q4 		$6.16M Buy
68,398
+1,673
+3% +$133K ﹤0.01% 2261
2020
Q3 		$4.81M Sell
66,725
-19,201
-22% -$1.53M ﹤0.01% 2244
2020
Q2 		$6.95M Sell
85,926
-15,178
-15% -$1.09M ﹤0.01% 1799
2020
Q1 		$7.27M Sell
101,104
-37,913
-27% -$2.75M ﹤0.01% 1631
2019
Q4 		$9.59M Buy
139,017
+41,468
+43% +$2.74M ﹤0.01% 1996
2019
Q3 		$6.82M Buy
97,549
+927
+1% +$62.6K ﹤0.01% 2093
2019
Q2 		$5.66M Buy
96,622
+14,470
+18% +$824K ﹤0.01% 2215
2019
Q1 		$4.74M Sell
82,152
-13,669
-14% -$738K ﹤0.01% 2250
2018
Q4 		$4.86M Sell
95,821
-21,126
-18% -$1.06M ﹤0.01% 2175
2018
Q3 		$6.27M Buy
116,947
+8,128
+7% +$416K ﹤0.01% 2157
2018
Q2 		$5.26M Buy
108,819
+22,747
+26% +$1.04M ﹤0.01% 2303
2018
Q1 		$3.38M Buy
86,072
+12,616
+17% +$477K ﹤0.01% 2673
2017
Q4 		$2.61M Buy
73,456
+6,040
+9% +$222K ﹤0.01% 2961
2017
Q3 		$2.49M Sell
67,416
-1,712
-2% -$56.5K ﹤0.01% 2925
2017
Q2 		$2.02M Sell
69,128
-4,218
-6% -$126K ﹤0.01% 3006
2017
Q1 		$2.18M Buy
73,346
+196
+0.3% +$5.71K ﹤0.01% 2877
2016
Q4 		$2.21M Buy
73,150
+9,110
+14% +$264K ﹤0.01% 2835
2016
Q3 		$1.64M Buy
64,040
+984
+2% +$25.7K ﹤0.01% 3026
2016
Q2 		$1.84M Sell
63,056
-1,684
-3% -$43.8K ﹤0.01% 2849
2016
Q1 		$1.65M Sell
64,740
-4,606
-7% -$111K ﹤0.01% 2846
2015
Q4 		$1.73M Sell
69,346
-12,518
-15% -$318K ﹤0.01% 2927
2015
Q3 		$1.82M Sell
81,864
-5,798
-7% -$128K ﹤0.01% 2818
2015
Q2 		$1.96M Sell
87,662
-60,450
-41% -$1.33M ﹤0.01% 3001
2015
Q1 		$3.29M Buy
148,112
+1,936
+1% +$41.4K ﹤0.01% 2452
2014
Q4 		$3.01M Buy
+146,176
New +$2.84M ﹤0.01% 2523

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group's EXPO Position: Q1 2026 in Review

UBS Group increased its Exponent (EXPO) stake by 103% in Q1 2026, buying an estimated $12.9M and bringing the position to 357,710 shares worth $23.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2416.

UBS Group first reported a position in EXPO in Q4 2014 and has held it in 46 quarters since. 360 funds tracked by Wall St. Rank hold EXPO as of Q1 2026.

  • UBS Group held 357,710 shares of Exponent worth $23.3M as of Q1 2026.
  • UBS Group bought 181,306 Exponent shares in Q1 2026, an estimated $12.9M.
  • Exponent made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2416 holding.
  • UBS Group first reported a position in Exponent in Q4 2014 and has held it in 46 quarters since.
  • 360 funds tracked by Wall St. Rank held Exponent as of Q1 2026.

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