UBS Group
WEX icon

UBS Group’s WEX WEX Stock Holding History

UBS Group’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-60,800
Closed -$8.52M – 8211
2018
Q4 		$8.52M Hold
60,800
– – ﹤0.01% 1699
2018
Q3 		$12.2M Sell
60,800
-6,600
-10% -$1.27M ﹤0.01% 1610
2018
Q2 		$12.8M Buy
+67,400
New +$11.8M 0.01% 1524

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group's WEX Position: Q1 2026 in Review

UBS Group reduced its WEX (WEX) stake by 33% in Q1 2026, selling an estimated $21.9M and leaving 289,761 shares worth $44.3M. The position accounts for 0.01% of the portfolio, ranked #1764.

UBS Group first reported a position in WEX in Q4 2014 and has held it in 46 quarters since. The position peaked at $68.4M in Q3 2025. 430 funds tracked by Wall St. Rank hold WEX as of Q1 2026.

  • UBS Group held 289,761 shares of WEX worth $44.3M as of Q1 2026.
  • UBS Group sold 140,067 WEX shares in Q1 2026, an estimated $21.9M.
  • WEX made up 0.01% of UBS Group's portfolio in Q1 2026, its #1764 holding.
  • UBS Group first reported a position in WEX in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's WEX position peaked at $68.4M in Q3 2025.
  • 430 funds tracked by Wall St. Rank held WEX as of Q1 2026.

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