UBS Group
SW icon

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
Q3 		$1.21M Buy
+27,500
New +$1.27M ﹤0.01% 5466

Other funds holding SW

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return

UBS Group's SW Position: Q3 2026 in Review

UBS Group increased its Smurfit Westrock (SW) stake by 32% in Q3 2026, buying an estimated $54.1M and bringing the position to 4,826,751 shares worth $213M. The position accounts for 0.03% of the portfolio, ranked #626.

UBS Group first reported a position in SW in Q3 2024 and has held it in 9 quarters since. The position peaked at $478M in Q3 2025. 565 funds tracked by Wall St. Rank hold SW as of Q3 2026.

  • UBS Group held 4,826,751 shares of Smurfit Westrock worth $213M as of Q3 2026.
  • UBS Group bought 1,171,791 Smurfit Westrock shares in Q3 2026, an estimated $54.1M.
  • Smurfit Westrock made up 0.03% of UBS Group's portfolio in Q3 2026, its #626 holding.
  • UBS Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 9 quarters since.
  • UBS Group's Smurfit Westrock position peaked at $478M in Q3 2025.
  • 565 funds tracked by Wall St. Rank held Smurfit Westrock as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.