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 $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.