UBS Group
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UBS Group’s Westwood Holdings Group WHG Stock Holding History

UBS Group’s Portfolio WHG Stock Details WHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.5K Sell
2,518
-1,322
-34% -$22.5K ﹤0.01% 7493
2025
Q4 		$66.1K Sell
3,840
-1,330
-26% -$22.3K ﹤0.01% 7090
2025
Q3 		$85.3K Sell
5,170
-1,293
-20% -$22.3K ﹤0.01% 7230
2025
Q2 		$101K Buy
6,463
+3,779
+141% +$59K ﹤0.01% 7233
2025
Q1 		$43.5K Buy
2,684
+1,598
+147% +$24.9K ﹤0.01% 7689
2024
Q4 		$15.8K Hold
1,086
– – ﹤0.01% 8030
2024
Q3 		$15.4K Sell
1,086
-2,968
-73% -$38.1K ﹤0.01% 7513
2024
Q2 		$49.4K Buy
4,054
+2,030
+100% +$25.4K ﹤0.01% 6699
2024
Q1 		$24.9K Buy
2,024
+837
+71% +$10.1K ﹤0.01% 6821
2023
Q4 		$14.9K Sell
1,187
-795
-40% -$8.41K ﹤0.01% 7271
2023
Q3 		$20.1K Buy
1,982
+1,132
+133% +$12.3K ﹤0.01% 6802
2023
Q2 		$10.5K Sell
850
-1,500
-64% -$18.4K ﹤0.01% 7133
2023
Q1 		$26.3K Buy
2,350
+998
+74% +$12.3K ﹤0.01% 6883
2022
Q4 		$15K Sell
1,352
-2,787
-67% -$29.4K ﹤0.01% 8016
2022
Q3 		$39K Buy
4,139
+3,161
+323% +$38.9K ﹤0.01% 6592
2022
Q2 		$14K Buy
978
+379
+63% +$5.84K ﹤0.01% 7430
2022
Q1 		$9K Sell
599
-824
-58% -$14K ﹤0.01% 8571
2021
Q4 		$24K Sell
1,423
-563
-28% -$9.93K ﹤0.01% 7646
2021
Q3 		$38K Buy
1,986
+114
+6% +$2.47K ﹤0.01% 6559
2021
Q2 		$41K Sell
1,872
-35
-2% -$665 ﹤0.01% 6621
2021
Q1 		$27K Sell
1,907
-6,227
-77% -$95.4K ﹤0.01% 7105
2020
Q4 		$118K Buy
8,134
+1,723
+27% +$20.8K ﹤0.01% 5578
2020
Q3 		$71K Sell
6,411
-3,580
-36% -$44K ﹤0.01% 5406
2020
Q2 		$158K Buy
9,991
+993
+11% +$18.9K ﹤0.01% 4972
2020
Q1 		$165K Sell
8,998
-6,867
-43% -$172K ﹤0.01% 4876
2019
Q4 		$470K Buy
15,865
+4,119
+35% +$122K ﹤0.01% 4891
2019
Q3 		$325K Buy
11,746
+3,745
+47% +$114K ﹤0.01% 4890
2019
Q2 		$282K Buy
8,001
+7,652
+2,193% +$245K ﹤0.01% 4691
2019
Q1 		$12K Sell
349
-2,979
-90% -$112K ﹤0.01% 6700
2018
Q4 		$113K Buy
3,328
+504
+18% +$20.7K ﹤0.01% 5437
2018
Q3 		$146K Buy
2,824
+552
+24% +$31.6K ﹤0.01% 5280
2018
Q2 		$136K Buy
2,272
+137
+6% +$7.99K ﹤0.01% 5227
2018
Q1 		$120K Sell
2,135
-2,793
-57% -$170K ﹤0.01% 5108
2017
Q4 		$326K Sell
4,928
-137
-3% -$9.1K ﹤0.01% 4587
2017
Q3 		$340K Buy
5,065
+895
+21% +$53.5K ﹤0.01% 4501
2017
Q2 		$236K Sell
4,170
-830
-17% -$45.9K ﹤0.01% 4649
2017
Q1 		$267K Sell
5,000
-403
-7% -$23K ﹤0.01% 4460
2016
Q4 		$324K Buy
5,403
+1,276
+31% +$72.2K ﹤0.01% 4431
2016
Q3 		$219K Sell
4,127
-31
-0.7% -$1.62K ﹤0.01% 4489
2016
Q2 		$215K Buy
4,158
+14
+0.3% +$799 ﹤0.01% 4500
2016
Q1 		$243K Buy
4,144
+2,109
+104% +$106K ﹤0.01% 4355
2015
Q4 		$106K Buy
2,035
+885
+77% +$49.8K ﹤0.01% 5158
2015
Q3 		$63K Sell
1,150
-5,230
-82% -$299K ﹤0.01% 5623
2015
Q2 		$380K Buy
6,380
+6,110
+2,263% +$361K ﹤0.01% 4344
2015
Q1 		$16K Sell
270
-579
-68% -$35.2K ﹤0.01% 7226
2014
Q4 		$53K Buy
+849
New +$51.5K ﹤0.01% 6428

Other funds holding WHG

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Settian Capital New York $143M AUM 13.68% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

UBS Group's WHG Position: Q1 2026 in Review

UBS Group reduced its Westwood Holdings Group (WHG) stake by 34% in Q1 2026, selling an estimated $22.5K and leaving 2,518 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #7493.

UBS Group first reported a position in WHG in Q4 2014 and has held it in 46 quarters since. The position peaked at $470K in Q4 2019. 69 funds tracked by Wall St. Rank hold WHG as of Q1 2026.

  • UBS Group held 2,518 shares of Westwood Holdings Group worth $41.5K as of Q1 2026.
  • UBS Group sold 1,322 Westwood Holdings Group shares in Q1 2026, an estimated $22.5K.
  • Westwood Holdings Group made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7493 holding.
  • UBS Group first reported a position in Westwood Holdings Group in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Westwood Holdings Group position peaked at $470K in Q4 2019.
  • 69 funds tracked by Wall St. Rank held Westwood Holdings Group as of Q1 2026.

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