UBS Group
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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
Q2 		– Sell
-97,200
Closed -$3.54M – 11061
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 $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.79B AUM 33.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group's UGI Position: Q2 2026 in Review

UBS Group increased its UGI (UGI) stake by 66% in Q2 2026, buying an estimated $15.3M and bringing the position to 1,091,353 shares worth $37.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

UBS Group first reported a position in UGI in Q4 2014 and has held it in 47 quarters since. The position peaked at $48.3M in Q3 2025. 624 funds tracked by Wall St. Rank hold UGI as of Q2 2026.

  • UBS Group held 1,091,353 shares of UGI worth $37.7M as of Q2 2026.
  • UBS Group bought 432,461 UGI shares in Q2 2026, an estimated $15.3M.
  • UGI made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2033 holding.
  • UBS Group first reported a position in UGI in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's UGI position peaked at $48.3M in Q3 2025.
  • 624 funds tracked by Wall St. Rank held UGI as of Q2 2026.

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