UBS Group
TWN

UBS Group’s Taiwan Fund TWN Stock Holding History

UBS Group’s Portfolio TWN Stock Details TWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21K Sell
319
-3,083
-91% -$186K ﹤0.01% 7897
2025
Q4 		$182K Buy
3,402
+2,442
+254% +$137K ﹤0.01% 6631
2025
Q3 		$52K Sell
960
-1,485
-61% -$72.6K ﹤0.01% 7536
2025
Q2 		$110K Sell
2,445
-2,460
-50% -$88.6K ﹤0.01% 7160
2025
Q1 		$163K Buy
4,905
+4,458
+997% +$166K ﹤0.01% 6683
2024
Q4 		$17.3K Sell
447
-30
-6% -$1.33K ﹤0.01% 7976
2024
Q3 		$21K Sell
477
-1,129
-70% -$48.3K ﹤0.01% 7346
2024
Q2 		$70.6K Buy
1,606
+1,126
+235% +$45.2K ﹤0.01% 6422
2024
Q1 		$19K Buy
480
+33
+7% +$1.24K ﹤0.01% 6949
2023
Q4 		$15.5K Sell
447
-49
-10% -$1.55K ﹤0.01% 7255
2023
Q3 		$14.9K Buy
496
+49
+11% +$1.54K ﹤0.01% 6943
2023
Q2 		$14K Hold
447
– – ﹤0.01% 7026
2023
Q1 		$12.1K Sell
447
-135
-23% -$3.53K ﹤0.01% 7460
2022
Q4 		$13.4K Sell
582
-1,220
-68% -$26.9K ﹤0.01% 8168
2022
Q3 		$37K Buy
1,802
+469
+35% +$11.5K ﹤0.01% 6641
2022
Q2 		$33K Buy
1,333
+886
+198% +$24.7K ﹤0.01% 6311
2022
Q1 		$15K Sell
447
-10,058
-96% -$344K ﹤0.01% 7853
2021
Q4 		$395K Sell
10,505
-556
-5% -$20.5K ﹤0.01% 5173
2021
Q3 		$389K Buy
11,061
+10,614
+2,374% +$381K ﹤0.01% 4890
2021
Q2 		$16K Sell
447
-332
-43% -$10.4K ﹤0.01% 7591
2021
Q1 		$22K Buy
779
+232
+42% +$6.51K ﹤0.01% 7300
2020
Q4 		$14K Sell
547
-169
-24% -$4.35K ﹤0.01% 7228
2020
Q3 		$16K Buy
716
+269
+60% +$6.34K ﹤0.01% 6485
2020
Q2 		$9K Hold
447
– – ﹤0.01% 7096
2020
Q1 		$7K Sell
447
-957
-68% -$18.5K ﹤0.01% 7158
2019
Q4 		$29K Sell
1,404
-139
-9% -$2.85K ﹤0.01% 6664
2019
Q3 		$28K Buy
1,543
+700
+83% +$12.5K ﹤0.01% 6532
2019
Q2 		$15K Buy
843
+396
+89% +$6.82K ﹤0.01% 6813
2019
Q1 		$8K Sell
447
-1,682
-79% -$27.6K ﹤0.01% 6956
2018
Q4 		$33K Buy
2,129
+340
+19% +$5.72K ﹤0.01% 6419
2018
Q3 		$35K Buy
1,789
+648
+57% +$12.8K ﹤0.01% 6432
2018
Q2 		$23K Sell
1,141
-72
-6% -$1.49K ﹤0.01% 6610
2018
Q1 		$25K Buy
1,213
+766
+171% +$16.2K ﹤0.01% 6256
2017
Q4 		$9K Hold
447
– – ﹤0.01% 7106
2017
Q3 		$9K Sell
447
-55,892
-99% -$1.16M ﹤0.01% 6961
2017
Q2 		$1.11M Buy
56,339
+55,869
+11,887% +$1.07M ﹤0.01% 3524
2017
Q1 		$8K Sell
470
-81
-15% -$1.4K ﹤0.01% 6761
2016
Q4 		$9K Sell
551
-1,600
-74% -$26.3K ﹤0.01% 6987
2016
Q3 		$38K Sell
2,151
-470
-18% -$7.8K ﹤0.01% 5735
2016
Q2 		$40K Buy
2,621
+20
+0.8% +$298 ﹤0.01% 5688
2016
Q1 		$40K Sell
2,601
-1,903
-42% -$27.8K ﹤0.01% 5670
2015
Q4 		$66K Sell
4,504
-307
-6% -$4.63K ﹤0.01% 5573
2015
Q3 		$69K Buy
4,811
+2,784
+137% +$43.4K ﹤0.01% 5534
2015
Q2 		$36K Buy
2,027
+447
+28% +$7.86K ﹤0.01% 6308
2015
Q1 		$27K Sell
1,580
-1,192
-43% -$19.7K ﹤0.01% 6666
2014
Q4 		$45K Buy
+2,772
New +$51.2K ﹤0.01% 6617

Other funds holding TWN

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS) Columbus, Ohio $30.9B AUM 29.72% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

UBS Group's TWN Position: Q1 2026 in Review

UBS Group reduced its Taiwan Fund (TWN) stake by 91% in Q1 2026, selling an estimated $186K and leaving 319 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #7897.

UBS Group first reported a position in TWN in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.11M in Q2 2017. 32 funds tracked by Wall St. Rank hold TWN as of Q1 2026.

  • UBS Group held 319 shares of Taiwan Fund worth $21K as of Q1 2026.
  • UBS Group sold 3,083 Taiwan Fund shares in Q1 2026, an estimated $186K.
  • Taiwan Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7897 holding.
  • UBS Group first reported a position in Taiwan Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Taiwan Fund position peaked at $1.11M in Q2 2017.
  • 32 funds tracked by Wall St. Rank held Taiwan Fund as of Q1 2026.

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