UBS Group’s Powell Industries POWL Stock Holding History

UBS Group’s Portfolio POWL Stock Details POWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,506	Closed	-$160K	–	11011
2025 Q4	$160K	Buy	+1,506	New	+$169K	﹤0.01%	6681

Other funds holding POWL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group's POWL Position: Q1 2026 in Review

UBS Group increased its Powell Industries (POWL) stake by 49% in Q1 2026, buying an estimated $23.6M and bringing the position to 438,426 shares worth $79.1M. The position accounts for 0.01% of the portfolio, ranked #1225.

UBS Group first reported a position in POWL in Q4 2014 and has held it in 46 quarters since. 474 funds tracked by Wall St. Rank hold POWL as of Q1 2026.

UBS Group held 438,426 shares of Powell Industries worth $79.1M as of Q1 2026.
UBS Group bought 144,264 Powell Industries shares in Q1 2026, an estimated $23.6M.
Powell Industries made up 0.01% of UBS Group's portfolio in Q1 2026, its #1225 holding.
UBS Group first reported a position in Powell Industries in Q4 2014 and has held it in 46 quarters since.
474 funds tracked by Wall St. Rank held Powell Industries as of Q1 2026.

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