UBS Group
UGI icon

UBS Group’s UGI UGI Stock Holding History

UBS Group’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.54M Buy
+97,200
New +$3.66M ﹤0.01% 4427
2024
Q3 		– Sell
-50,000
Closed -$1.15M – 10080
2024
Q2 		$1.15M Hold
50,000
– – ﹤0.01% 4291
2024
Q1 		$1.23M Hold
50,000
– – ﹤0.01% 4434
2023
Q4 		$1.23M Buy
+50,000
New +$1.1M ﹤0.01% 4321
2015
Q1 		– Sell
-300
Closed -$11K – 9398
2014
Q4 		$11K Buy
+300
New +$11.1K ﹤0.01% 8325

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's UGI Position: Q1 2026 in Review

UBS Group reduced its UGI (UGI) stake by 40% in Q1 2026, selling an estimated $16.4M and leaving 658,892 shares worth $24M. The position accounts for ﹤0.01% of the portfolio, ranked #2386.

UBS Group first reported a position in UGI in Q4 2014 and has held it in 46 quarters since. The position peaked at $48.3M in Q3 2025. 595 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • UBS Group held 658,892 shares of UGI worth $24M as of Q1 2026.
  • UBS Group sold 435,629 UGI shares in Q1 2026, an estimated $16.4M.
  • UGI made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2386 holding.
  • UBS Group first reported a position in UGI in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's UGI position peaked at $48.3M in Q3 2025.
  • 595 funds tracked by Wall St. Rank held UGI as of Q1 2026.

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