UBS Group
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UBS Group’s U-Haul Holding Co UHAL Stock Holding History

UBS Group’s Portfolio UHAL Stock Details UHAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.43M Buy
113,685
+62,147
+121% +$3.19M ﹤0.01% 4005
2025
Q4 		$2.6M Buy
51,538
+18,458
+56% +$982K ﹤0.01% 4707
2025
Q3 		$1.89M Buy
33,080
+6,005
+22% +$354K ﹤0.01% 5012
2025
Q2 		$1.64M Sell
27,075
-61,112
-69% -$3.82M ﹤0.01% 5013
2025
Q1 		$5.76M Buy
88,187
+50,418
+133% +$3.49M ﹤0.01% 3643
2024
Q4 		$2.61M Buy
37,769
+33,811
+854% +$2.45M ﹤0.01% 4464
2024
Q3 		$307K Sell
3,958
-1,151
-23% -$78.7K ﹤0.01% 5553
2024
Q2 		$315K Sell
5,109
-1,172
-19% -$76.3K ﹤0.01% 5353
2024
Q1 		$424K Buy
6,281
+2,995
+91% +$198K ﹤0.01% 5333
2023
Q4 		$236K Sell
3,286
-478
-13% -$27.1K ﹤0.01% 5674
2023
Q3 		$205K Sell
3,764
-1,463
-28% -$85K ﹤0.01% 5359
2023
Q2 		$289K Sell
5,227
-17,291
-77% -$1.01M ﹤0.01% 5233
2023
Q1 		$1.34M Buy
22,518
+21,389
+1,895% +$1.35M ﹤0.01% 3835
2022
Q4 		$68K Sell
1,129
-47,741
-98% -$2.75M ﹤0.01% 6475
2022
Q3 		$2.49M Buy
48,870
+14,710
+43% +$771K ﹤0.01% 2967
2022
Q2 		$1.63M Buy
34,160
+4,250
+14% +$220K ﹤0.01% 3322
2022
Q1 		$1.79M Sell
29,910
-10,660
-26% -$657K ﹤0.01% 3542
2021
Q4 		$2.95M Sell
40,570
-3,370
-8% -$243K ﹤0.01% 3371
2021
Q3 		$2.84M Buy
43,940
+28,650
+187% +$1.8M ﹤0.01% 3257
2021
Q2 		$901K Sell
15,290
-45,470
-75% -$2.67M ﹤0.01% 4264
2021
Q1 		$3.72M Buy
60,760
+4,730
+8% +$252K ﹤0.01% 2927
2020
Q4 		$2.54M Buy
56,030
+12,460
+29% +$496K ﹤0.01% 3169
2020
Q3 		$1.55M Buy
43,570
+30,230
+227% +$1.03M ﹤0.01% 3295
2020
Q2 		$404K Buy
13,340
+3,230
+32% +$94.6K ﹤0.01% 4318
2020
Q1 		$294K Buy
10,110
+870
+9% +$29.4K ﹤0.01% 4421
2019
Q4 		$347K Sell
9,240
-3,730
-29% -$142K ﹤0.01% 5169
2019
Q3 		$506K Sell
12,970
-4,750
-27% -$175K ﹤0.01% 4555
2019
Q2 		$671K Buy
17,720
+7,930
+81% +$302K ﹤0.01% 4077
2019
Q1 		$364K Buy
9,790
+1,580
+19% +$57.4K ﹤0.01% 4258
2018
Q4 		$269K Buy
8,210
+940
+13% +$31.8K ﹤0.01% 4723
2018
Q3 		$259K Buy
7,270
+380
+6% +$14K ﹤0.01% 4862
2018
Q2 		$245K Sell
6,890
-30,170
-81% -$1.05M ﹤0.01% 4804
2018
Q1 		$1.28M Buy
37,060
+20,720
+127% +$737K ﹤0.01% 3526
2017
Q4 		$617K Sell
16,340
-8,020
-33% -$300K ﹤0.01% 4137
2017
Q3 		$914K Buy
24,360
+10,340
+74% +$386K ﹤0.01% 3782
2017
Q2 		$513K Buy
14,020
+8,940
+176% +$324K ﹤0.01% 4101
2017
Q1 		$194K Buy
5,080
+2,520
+98% +$94.7K ﹤0.01% 4662
2016
Q4 		$95K Sell
2,560
-23,560
-90% -$808K ﹤0.01% 5333
2016
Q3 		$847K Sell
26,120
-2,140
-8% -$76.4K ﹤0.01% 3543
2016
Q2 		$1.06M Buy
28,260
+19,660
+229% +$710K ﹤0.01% 3331
2016
Q1 		$307K Sell
8,600
-5,100
-37% -$177K ﹤0.01% 4169
2015
Q4 		$533K Sell
13,700
-21,690
-61% -$877K ﹤0.01% 3893
2015
Q3 		$1.39M Buy
35,390
+34,320
+3,207% +$1.25M ﹤0.01% 3071
2015
Q2 		$35K Sell
1,070
-2,530
-70% -$82.7K ﹤0.01% 6339
2015
Q1 		$119K Sell
3,600
-390
-10% -$12.1K ﹤0.01% 5284
2014
Q4 		$113K Buy
+3,990
New +$108K ﹤0.01% 5582

Other funds holding UHAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

UBS Group's UHAL Position: Q1 2026 in Review

UBS Group increased its U-Haul Holding Co (UHAL) stake by 121% in Q1 2026, buying an estimated $3.19M and bringing the position to 113,685 shares worth $5.43M. The position accounts for ﹤0.01% of the portfolio, ranked #4005.

UBS Group first reported a position in UHAL in Q4 2014 and has held it in 46 quarters since. The position peaked at $5.76M in Q1 2025. 202 funds tracked by Wall St. Rank hold UHAL as of Q1 2026.

  • UBS Group held 113,685 shares of U-Haul Holding Co worth $5.43M as of Q1 2026.
  • UBS Group bought 62,147 U-Haul Holding Co shares in Q1 2026, an estimated $3.19M.
  • U-Haul Holding Co made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4005 holding.
  • UBS Group first reported a position in U-Haul Holding Co in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's U-Haul Holding Co position peaked at $5.76M in Q1 2025.
  • 202 funds tracked by Wall St. Rank held U-Haul Holding Co as of Q1 2026.

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