UBS Group
SW

UBS Group’s Smurfit Westrock SW Stock Holding History

UBS Group’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$169M Sell
3,654,960
-348,433
-9% -$14.4M 0.02% 768
2026
Q1 		$160M Buy
4,003,393
+382,716
+11% +$16.5M 0.02% 731
2025
Q4 		$140M Sell
3,620,677
-7,619,476
-68% -$291M 0.02% 772
2025
Q3 		$478M Buy
11,240,153
+8,218,351
+272% +$372M 0.08% 244
2025
Q2 		$130M Buy
3,021,802
+1,122,329
+59% +$48M 0.02% 783
2025
Q1 		$85.6M Sell
1,899,473
-632,009
-25% -$32M 0.02% 1029
2024
Q4 		$136M Buy
2,531,482
+1,558,421
+160% +$79.4M 0.03% 718
2024
Q3 		$48.1M Buy
+973,061
New +$44.3M 0.01% 1172

Other funds holding SW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

UBS Group's SW Position: Q2 2026 in Review

UBS Group reduced its Smurfit Westrock (SW) stake by 8.7% in Q2 2026, selling an estimated $14.4M and leaving 3,654,960 shares worth $169M. The position accounts for 0.02% of the portfolio, ranked #768.

UBS Group first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $478M in Q3 2025. 639 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • UBS Group held 3,654,960 shares of Smurfit Westrock worth $169M as of Q2 2026.
  • UBS Group sold 348,433 Smurfit Westrock shares in Q2 2026, an estimated $14.4M.
  • Smurfit Westrock made up 0.02% of UBS Group's portfolio in Q2 2026, its #768 holding.
  • UBS Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • UBS Group's Smurfit Westrock position peaked at $478M in Q3 2025.
  • 639 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

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