UBS Group
WEA

UBS Group’s Western Asset Premier Bond Fund WEA Stock Holding History

UBS Group’s Portfolio WEA Stock Details WEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44.7K Sell
4,225
-216
-5% -$2.37K ﹤0.01% 7441
2025
Q4 		$49K Buy
4,441
+1,005
+29% +$11.1K ﹤0.01% 7225
2025
Q3 		$38.6K Sell
3,436
-278
-7% -$3.06K ﹤0.01% 7743
2025
Q2 		$40.3K Sell
3,714
-10,003
-73% -$107K ﹤0.01% 7948
2025
Q1 		$154K Sell
13,717
-1,836
-12% -$20.1K ﹤0.01% 6724
2024
Q4 		$168K Buy
15,553
+5,581
+56% +$61.7K ﹤0.01% 6562
2024
Q3 		$112K Buy
9,972
+4,065
+69% +$44.5K ﹤0.01% 6268
2024
Q2 		$62K Sell
5,907
-4,081
-41% -$43.5K ﹤0.01% 6523
2024
Q1 		$106K Buy
9,988
+4,137
+71% +$45.2K ﹤0.01% 6199
2023
Q4 		$63.2K Buy
5,851
+77
+1% +$796 ﹤0.01% 6421
2023
Q3 		$58.3K Sell
5,774
-1,384
-19% -$14.8K ﹤0.01% 6201
2023
Q2 		$72.9K Buy
7,158
+1,584
+28% +$16.4K ﹤0.01% 6240
2023
Q1 		$56.9K Buy
5,574
+720
+15% +$7.69K ﹤0.01% 6355
2022
Q4 		$51.6K Sell
4,854
-797
-14% -$8.2K ﹤0.01% 6749
2022
Q3 		$55K Sell
5,651
-201
-3% -$2.18K ﹤0.01% 6268
2022
Q2 		$62K Sell
5,852
-24,859
-81% -$277K ﹤0.01% 5763
2022
Q1 		$368K Sell
30,711
-22,219
-42% -$282K ﹤0.01% 4912
2021
Q4 		$758K Buy
52,930
+20,325
+62% +$286K ﹤0.01% 4630
2021
Q3 		$461K Sell
32,605
-3,750
-10% -$54.7K ﹤0.01% 4792
2021
Q2 		$535K Buy
36,355
+5,233
+17% +$75.2K ﹤0.01% 4679
2021
Q1 		$437K Buy
31,122
+3,070
+11% +$43.3K ﹤0.01% 4974
2020
Q4 		$397K Sell
28,052
-18,823
-40% -$255K ﹤0.01% 4786
2020
Q3 		$606K Buy
46,875
+17,283
+58% +$235K ﹤0.01% 4024
2020
Q2 		$388K Sell
29,592
-458
-2% -$5.81K ﹤0.01% 4336
2020
Q1 		$338K Buy
30,050
+12,138
+68% +$165K ﹤0.01% 4312
2019
Q4 		$262K Sell
17,912
-2,005
-10% -$28.6K ﹤0.01% 5402
2019
Q3 		$283K Buy
19,917
+4,305
+28% +$59.7K ﹤0.01% 4990
2019
Q2 		$214K Sell
15,612
-707
-4% -$9.42K ﹤0.01% 4882
2019
Q1 		$214K Buy
16,319
+6,274
+62% +$79.3K ﹤0.01% 4565
2018
Q4 		$121K Sell
10,045
-979
-9% -$12.1K ﹤0.01% 5374
2018
Q3 		$142K Sell
11,024
-466
-4% -$5.9K ﹤0.01% 5301
2018
Q2 		$145K Buy
11,490
+1,526
+15% +$19.4K ﹤0.01% 5181
2018
Q1 		$128K Sell
9,964
-6,367
-39% -$84K ﹤0.01% 5075
2017
Q4 		$225K Buy
16,331
+1,913
+13% +$26.4K ﹤0.01% 4831
2017
Q3 		$200K Buy
14,418
+1,243
+9% +$17.5K ﹤0.01% 4847
2017
Q2 		$184K Buy
13,175
+179
+1% +$2.44K ﹤0.01% 4796
2017
Q1 		$174K Buy
12,996
+2,606
+25% +$35K ﹤0.01% 4728
2016
Q4 		$134K Buy
10,390
+4,307
+71% +$55.9K ﹤0.01% 5081
2016
Q3 		$82K Buy
6,083
+21
+0.3% +$288 ﹤0.01% 5119
2016
Q2 		$81K Sell
6,062
-10
-0.2% -$129 ﹤0.01% 5182
2016
Q1 		$76K Sell
6,072
-6,641
-52% -$79.7K ﹤0.01% 5175
2015
Q4 		$155K Buy
12,713
+3,716
+41% +$46.8K ﹤0.01% 4875
2015
Q3 		$112K Sell
8,997
-55,644
-86% -$714K ﹤0.01% 5130
2015
Q2 		$866K Buy
64,641
+18,703
+41% +$256K ﹤0.01% 3685
2015
Q1 		$640K Buy
45,938
+35,723
+350% +$516K ﹤0.01% 3933
2014
Q4 		$142K Buy
+10,215
New +$144K ﹤0.01% 5344

Other funds holding WEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

UBS Group's WEA Position: Q1 2026 in Review

UBS Group reduced its Western Asset Premier Bond Fund (WEA) stake by 4.9% in Q1 2026, selling an estimated $2.37K and leaving 4,225 shares worth $44.7K. The position accounts for ﹤0.01% of the portfolio, ranked #7441.

UBS Group first reported a position in WEA in Q4 2014 and has held it in 46 quarters since. The position peaked at $866K in Q2 2015. 35 funds tracked by Wall St. Rank hold WEA as of Q1 2026.

  • UBS Group held 4,225 shares of Western Asset Premier Bond Fund worth $44.7K as of Q1 2026.
  • UBS Group sold 216 Western Asset Premier Bond Fund shares in Q1 2026, an estimated $2.37K.
  • Western Asset Premier Bond Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7441 holding.
  • UBS Group first reported a position in Western Asset Premier Bond Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Western Asset Premier Bond Fund position peaked at $866K in Q2 2015.
  • 35 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q1 2026.

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