UBS Group
WBI

UBS Group’s WaterBridge Infrastructure LLC WBI Stock Holding History

UBS Group’s Portfolio WBI Stock Details WBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.3M Buy
1,935,231
+1,607,570
+491% +$46.8M 0.01% 1476
2026
Q1 		$8.78M Buy
327,661
+90,702
+38% +$2.16M ﹤0.01% 3500
2025
Q4 		$4.74M Buy
236,959
+173,085
+271% +$4.02M ﹤0.01% 4084
2025
Q3 		$1.61M Buy
+63,874
New +$1.5M ﹤0.01% 5165

Other funds holding WBI

DE
Devon Energy Houston, Texas $1.59B AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
TCM
Tensile Capital Management Larkspur, California $724M AUM 3.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group's WBI Position: Q2 2026 in Review

UBS Group increased its WaterBridge Infrastructure LLC (WBI) stake by 491% in Q2 2026, buying an estimated $46.8M and bringing the position to 1,935,231 shares worth $66.3M. The position accounts for 0.01% of the portfolio, ranked #1476.

UBS Group first reported a position in WBI in Q3 2025 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold WBI as of Q2 2026.

  • UBS Group held 1,935,231 shares of WaterBridge Infrastructure LLC worth $66.3M as of Q2 2026.
  • UBS Group bought 1,607,570 WaterBridge Infrastructure LLC shares in Q2 2026, an estimated $46.8M.
  • WaterBridge Infrastructure LLC made up 0.01% of UBS Group's portfolio in Q2 2026, its #1476 holding.
  • UBS Group first reported a position in WaterBridge Infrastructure LLC in Q3 2025 and has held it in 4 quarters since.
  • 163 funds tracked by Wall St. Rank held WaterBridge Infrastructure LLC as of Q2 2026.

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