UBS Group
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UBS Group’s Western Alliance Bancorporation WAL Stock Holding History

UBS Group’s Portfolio WAL Stock Details WAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,800
Closed -$243K – 11223
2025
Q3 		$243K Buy
+2,800
New +$237K ﹤0.01% 6562
2025
Q2 		– Sell
-9,900
Closed -$761K – 10882
2025
Q1 		$761K Buy
+9,900
New +$832K ﹤0.01% 5518
2024
Q1 		– Sell
-28,200
Closed -$1.86M – 10091
2023
Q4 		$1.86M Buy
+28,200
New +$1.42M ﹤0.01% 3906
2018
Q4 		– Sell
-800
Closed -$46K – 8332
2018
Q3 		$46K Buy
+800
New +$46.1K ﹤0.01% 6227

Other funds holding WAL

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $4B AUM 6.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $31.5B AUM 27.89% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

UBS Group's WAL Position: Q3 2026 in Review

UBS Group reduced its Western Alliance Bancorporation (WAL) stake by 46% in Q3 2026, selling an estimated $18.6M and leaving 273,327 shares worth $20.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2635.

UBS Group first reported a position in WAL in Q4 2014 and has held it in 48 quarters since. The position peaked at $66.8M in Q2 2025. 362 funds tracked by Wall St. Rank hold WAL as of Q3 2026.

  • UBS Group held 273,327 shares of Western Alliance Bancorporation worth $20.5M as of Q3 2026.
  • UBS Group sold 231,764 Western Alliance Bancorporation shares in Q3 2026, an estimated $18.6M.
  • Western Alliance Bancorporation made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #2635 holding.
  • UBS Group first reported a position in Western Alliance Bancorporation in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Western Alliance Bancorporation position peaked at $66.8M in Q2 2025.
  • 362 funds tracked by Wall St. Rank held Western Alliance Bancorporation as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.