UBS Group
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UBS Group’s Perella Weinberg Partners PWP Stock Holding History

UBS Group’s Portfolio PWP Stock Details PWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.15M Sell
197,295
-30,993
-14% -$567K ﹤0.01% 4645
2026
Q1 		$4.15M Sell
228,288
-62,806
-22% -$1.23M ﹤0.01% 4268
2025
Q4 		$5.04M Sell
291,094
-33,555
-10% -$626K ﹤0.01% 4024
2025
Q3 		$6.92M Buy
324,649
+77,412
+31% +$1.65M ﹤0.01% 3693
2025
Q2 		$4.8M Buy
247,237
+122,035
+97% +$2.16M ﹤0.01% 3935
2025
Q1 		$2.3M Buy
125,202
+47,865
+62% +$1.09M ﹤0.01% 4590
2024
Q4 		$1.84M Buy
77,337
+32,279
+72% +$749K ﹤0.01% 4798
2024
Q3 		$870K Buy
45,058
+18,055
+67% +$331K ﹤0.01% 4774
2024
Q2 		$439K Sell
27,003
-40,119
-60% -$606K ﹤0.01% 5098
2024
Q1 		$948K Buy
67,122
+12,494
+23% +$157K ﹤0.01% 4643
2023
Q4 		$668K Buy
54,628
+31,812
+139% +$346K ﹤0.01% 4845
2023
Q3 		$232K Sell
22,816
-18,180
-44% -$185K ﹤0.01% 5253
2023
Q2 		$341K Sell
40,996
-65,717
-62% -$542K ﹤0.01% 5126
2023
Q1 		$971K Buy
106,713
+852
+0.8% +$8.51K ﹤0.01% 4124
2022
Q4 		$1.04M Sell
105,861
-113,735
-52% -$973K ﹤0.01% 4039
2022
Q3 		$1.39M Buy
219,596
+53,031
+32% +$376K ﹤0.01% 3466
2022
Q2 		$971K Buy
166,565
+57,174
+52% +$414K ﹤0.01% 3766
2022
Q1 		$1.03M Buy
109,391
+108,176
+8,903% +$1.15M ﹤0.01% 4067
2021
Q4 		$16K Buy
+1,215
New +$16K ﹤0.01% 8175
2021
Q3 		– Sell
-3,042
Closed -$39K – 9971
2021
Q2 		$39K Sell
3,042
-1,323
-30% -$15.6K ﹤0.01% 6666
2021
Q1 		$49K Buy
4,365
+4,265
+4,265% +$47.9K ﹤0.01% 6577
2020
Q4 		$1K Buy
+100
New +$1.04K ﹤0.01% 8242

Other funds holding PWP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

UBS Group's PWP Position: Q2 2026 in Review

UBS Group reduced its Perella Weinberg Partners (PWP) stake by 14% in Q2 2026, selling an estimated $567K and leaving 197,295 shares worth $3.15M. The position accounts for ﹤0.01% of the portfolio, ranked #4645.

UBS Group first reported a position in PWP in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.92M in Q3 2025. 163 funds tracked by Wall St. Rank hold PWP as of Q2 2026.

  • UBS Group held 197,295 shares of Perella Weinberg Partners worth $3.15M as of Q2 2026.
  • UBS Group sold 30,993 Perella Weinberg Partners shares in Q2 2026, an estimated $567K.
  • Perella Weinberg Partners made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4645 holding.
  • UBS Group first reported a position in Perella Weinberg Partners in Q4 2020 and has held it in 22 quarters since.
  • UBS Group's Perella Weinberg Partners position peaked at $6.92M in Q3 2025.
  • 163 funds tracked by Wall St. Rank held Perella Weinberg Partners as of Q2 2026.

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