UBS Group’s TransDigm Group TDG Stock Holding History

UBS Group’s Portfolio TDG Stock Details TDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$64.8M	Sell	55,900 -4,300	-7%	-$5.64M	0.01%	1383
2025 Q4	$80.1M	Hold	60,200	–	–	0.01%	1191
2025 Q3	$79.3M	Buy	60,200 +57,300	+1,976%	+$81.9M	0.01%	1218
2025 Q2	$4.41M	Buy	+2,900	New	+$4.07M	﹤0.01%	4011
2017 Q2	–	Sell	-20,000	Closed	-$4.4M	–	7975
2017 Q1	$4.4M	Buy	+20,000	New	+$4.77M	﹤0.01%	2188
2015 Q2	–	Sell	-2,800	Closed	-$612K	–	8811
2015 Q1	$612K	Hold	2,800	–	–	﹤0.01%	3965
2014 Q4	$550K	Buy	+2,800	New	+$528K	﹤0.01%	4110

Other funds holding TDG

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UBS Group's TDG Position: Q1 2026 in Review

UBS Group increased its TransDigm Group (TDG) stake by 9.7% in Q1 2026, buying an estimated $59.2M and bringing the position to 509,668 shares worth $591M. The position accounts for 0.09% of the portfolio, ranked #231.

UBS Group first reported a position in TDG in Q4 2014 and has held it in 46 quarters since. The position peaked at $846M in Q2 2025. 1,107 funds tracked by Wall St. Rank hold TDG as of Q1 2026.

UBS Group held 509,668 shares of TransDigm Group worth $591M as of Q1 2026.
UBS Group bought 45,159 TransDigm Group shares in Q1 2026, an estimated $59.2M.
TransDigm Group made up 0.09% of UBS Group's portfolio in Q1 2026, its #231 holding.
UBS Group first reported a position in TransDigm Group in Q4 2014 and has held it in 46 quarters since.
UBS Group's TransDigm Group position peaked at $846M in Q2 2025.
1,107 funds tracked by Wall St. Rank held TransDigm Group as of Q1 2026.

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