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
2019
Q4 		– Sell
-75,000
Closed -$1.95M – 8400
2019
Q3 		$1.95M Buy
+75,000
New +$2.06M ﹤0.01% 3307
2016
Q1 		– Sell
-2,700
Closed -$50K – 8162
2015
Q4 		$50K Hold
2,700
– – ﹤0.01% 5817
2015
Q3 		$48K Hold
2,700
– – ﹤0.01% 5885
2015
Q2 		$63K Sell
2,700
-63,100
-96% -$1.66M ﹤0.01% 5804
2015
Q1 		$1.75M Sell
65,800
-52,700
-44% -$1.33M ﹤0.01% 3058
2014
Q4 		$3.3M Buy
+118,500
New +$3.39M ﹤0.01% 2437

Other funds holding TEX

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group's TEX Position: Q2 2026 in Review

UBS Group increased its Terex (TEX) stake by 38% in Q2 2026, buying an estimated $14.1M and bringing the position to 808,901 shares worth $58.6M. The position accounts for 0.01% of the portfolio, ranked #1590.

UBS Group first reported a position in TEX in Q4 2014 and has held it in 47 quarters since. 483 funds tracked by Wall St. Rank hold TEX as of Q2 2026.

  • UBS Group held 808,901 shares of Terex worth $58.6M as of Q2 2026.
  • UBS Group bought 224,764 Terex shares in Q2 2026, an estimated $14.1M.
  • Terex made up 0.01% of UBS Group's portfolio in Q2 2026, its #1590 holding.
  • UBS Group first reported a position in Terex in Q4 2014 and has held it in 47 quarters since.
  • 483 funds tracked by Wall St. Rank held Terex as of Q2 2026.

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