UBS Group
TEX icon

UBS Group’s Terex TEX Stock Holding History

UBS Group’s Portfolio TEX Stock Details TEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$34.5M Buy
584,137
+308,948
+112% +$19.1M 0.01% 2017
2025
Q4 		$14.7M Sell
275,189
-689,306
-71% -$34.8M ﹤0.01% 2897
2025
Q3 		$49.5M Buy
964,495
+605,337
+169% +$30.8M 0.01% 1630
2025
Q2 		$16.8M Sell
359,158
-162,920
-31% -$6.81M ﹤0.01% 2559
2025
Q1 		$19.7M Buy
522,078
+241,696
+86% +$10.6M ﹤0.01% 2340
2024
Q4 		$13M Buy
280,382
+136,575
+95% +$7.12M ﹤0.01% 2785
2024
Q3 		$7.61M Sell
143,807
-7,098
-5% -$392K ﹤0.01% 2640
2024
Q2 		$8.28M Buy
150,905
+33,639
+29% +$2M ﹤0.01% 2388
2024
Q1 		$7.55M Sell
117,266
-29,883
-20% -$1.75M ﹤0.01% 2536
2023
Q4 		$8.46M Buy
147,149
+15,789
+12% +$816K ﹤0.01% 2244
2023
Q3 		$7.57M Buy
131,360
+78,647
+149% +$4.69M ﹤0.01% 2207
2023
Q2 		$3.15M Sell
52,713
-68
-0.1% -$3.37K ﹤0.01% 3057
2023
Q1 		$2.55M Buy
52,781
+10,313
+24% +$527K ﹤0.01% 3170
2022
Q4 		$1.81M Sell
42,468
-24,832
-37% -$1,000K ﹤0.01% 3478
2022
Q3 		$2M Buy
67,300
+52,211
+346% +$1.71M ﹤0.01% 3164
2022
Q2 		$413K Sell
15,089
-25,863
-63% -$861K ﹤0.01% 4393
2022
Q1 		$1.46M Sell
40,952
-26,572
-39% -$1.1M ﹤0.01% 3743
2021
Q4 		$2.97M Sell
67,524
-84,942
-56% -$3.81M ﹤0.01% 3367
2021
Q3 		$6.42M Sell
152,466
-16,086
-10% -$761K ﹤0.01% 2426
2021
Q2 		$8.03M Buy
168,552
+95,954
+132% +$4.66M ﹤0.01% 2226
2021
Q1 		$3.34M Buy
72,598
+22,167
+44% +$909K ﹤0.01% 3020
2020
Q4 		$1.76M Sell
50,431
-23,576
-32% -$696K ﹤0.01% 3517
2020
Q3 		$1.43M Buy
74,007
+18,186
+33% +$355K ﹤0.01% 3369
2020
Q2 		$1.05M Sell
55,821
-1,478
-3% -$23.5K ﹤0.01% 3469
2020
Q1 		$823K Sell
57,299
-84,065
-59% -$1.9M ﹤0.01% 3522
2019
Q4 		$4.21M Buy
141,364
+16,527
+13% +$464K ﹤0.01% 2766
2019
Q3 		$3.24M Sell
124,837
-76,300
-38% -$2.1M ﹤0.01% 2806
2019
Q2 		$6.32M Buy
201,137
+58,132
+41% +$1.78M ﹤0.01% 2133
2019
Q1 		$4.59M Sell
143,005
-180,206
-56% -$5.71M ﹤0.01% 2279
2018
Q4 		$8.91M Sell
323,211
-157,695
-33% -$5.04M ﹤0.01% 1665
2018
Q3 		$19.2M Sell
480,906
-26,703
-5% -$1.09M 0.01% 1235
2018
Q2 		$21.4M Buy
507,609
+248,350
+96% +$9.86M 0.01% 1123
2018
Q1 		$9.7M Buy
259,259
+103,658
+67% +$4.5M ﹤0.01% 1712
2017
Q4 		$7.5M Buy
155,601
+48,506
+45% +$2.23M ﹤0.01% 1971
2017
Q3 		$4.82M Sell
107,095
-5,425
-5% -$215K ﹤0.01% 2244
2017
Q2 		$4.22M Buy
112,520
+16,013
+17% +$542K ﹤0.01% 2303
2017
Q1 		$3.03M Sell
96,507
-133
-0.1% -$4.18K ﹤0.01% 2542
2016
Q4 		$3.05M Buy
96,640
+7,433
+8% +$206K ﹤0.01% 2528
2016
Q3 		$2.27M Buy
89,207
+30,397
+52% +$709K ﹤0.01% 2726
2016
Q2 		$1.19M Sell
58,810
-245,767
-81% -$5.62M ﹤0.01% 3224
2016
Q1 		$7.58M Buy
304,577
+47,646
+19% +$997K 0.01% 1519
2015
Q4 		$4.75M Buy
256,931
+2,230
+0.9% +$44.1K ﹤0.01% 2008
2015
Q3 		$4.57M Buy
254,701
+131,734
+107% +$2.87M ﹤0.01% 1999
2015
Q2 		$2.86M Sell
122,967
-275,969
-69% -$7.28M ﹤0.01% 2634
2015
Q1 		$10.6M Sell
398,936
-174,603
-30% -$4.41M 0.01% 1429
2014
Q4 		$16M Buy
+573,539
New +$16.4M 0.01% 1145

Other funds holding TEX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group's TEX Position: Q1 2026 in Review

UBS Group increased its Terex (TEX) stake by 112% in Q1 2026, buying an estimated $19.1M and bringing the position to 584,137 shares worth $34.5M. The position accounts for 0.01% of the portfolio, ranked #2017.

UBS Group first reported a position in TEX in Q4 2014 and has held it in 46 quarters since. The position peaked at $49.5M in Q3 2025. 470 funds tracked by Wall St. Rank hold TEX as of Q1 2026.

  • UBS Group held 584,137 shares of Terex worth $34.5M as of Q1 2026.
  • UBS Group bought 308,948 Terex shares in Q1 2026, an estimated $19.1M.
  • Terex made up 0.01% of UBS Group's portfolio in Q1 2026, its #2017 holding.
  • UBS Group first reported a position in Terex in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Terex position peaked at $49.5M in Q3 2025.
  • 470 funds tracked by Wall St. Rank held Terex as of Q1 2026.

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