UBS Group
WIA

UBS Group’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

UBS Group’s Portfolio WIA Stock Details WIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$353K Sell
43,649
-21,114
-33% -$174K ﹤0.01% 6321
2025
Q4 		$536K Sell
64,763
-6,691
-9% -$55.9K ﹤0.01% 6038
2025
Q3 		$602K Sell
71,454
-3,465
-5% -$29K ﹤0.01% 5951
2025
Q2 		$629K Buy
74,919
+395
+0.5% +$3.25K ﹤0.01% 5829
2025
Q1 		$622K Buy
74,524
+633
+0.9% +$5.18K ﹤0.01% 5686
2024
Q4 		$591K Sell
73,891
-1,068
-1% -$8.82K ﹤0.01% 5722
2024
Q3 		$641K Sell
74,959
-1,531
-2% -$12.5K ﹤0.01% 5032
2024
Q2 		$613K Buy
76,490
+16,006
+26% +$128K ﹤0.01% 4845
2024
Q1 		$492K Buy
60,484
+18,059
+43% +$146K ﹤0.01% 5223
2023
Q4 		$344K Sell
42,425
-3,305
-7% -$26.1K ﹤0.01% 5398
2023
Q3 		$358K Sell
45,730
-8,291
-15% -$68.3K ﹤0.01% 4917
2023
Q2 		$446K Buy
54,021
+265
+0.5% +$2.27K ﹤0.01% 4915
2023
Q1 		$465K Buy
53,756
+6,432
+14% +$56.6K ﹤0.01% 4747
2022
Q4 		$407K Sell
47,324
-3,306
-7% -$29.3K ﹤0.01% 4871
2022
Q3 		$453K Sell
50,630
-6,917
-12% -$69.4K ﹤0.01% 4426
2022
Q2 		$562K Sell
57,547
-20,127
-26% -$214K ﹤0.01% 4179
2022
Q1 		$909K Sell
77,674
-29,083
-27% -$355K ﹤0.01% 4198
2021
Q4 		$1.41M Sell
106,757
-1,650
-2% -$23K ﹤0.01% 4072
2021
Q3 		$1.49M Sell
108,407
-3,746
-3% -$52.5K ﹤0.01% 3836
2021
Q2 		$1.57M Buy
112,153
+45,598
+69% +$615K ﹤0.01% 3796
2021
Q1 		$851K Buy
66,555
+4,468
+7% +$57.6K ﹤0.01% 4420
2020
Q4 		$846K Sell
62,087
-6,171
-9% -$78.8K ﹤0.01% 4154
2020
Q3 		$831K Buy
68,258
+13,341
+24% +$168K ﹤0.01% 3777
2020
Q2 		$647K Buy
54,917
+28,119
+105% +$317K ﹤0.01% 3929
2020
Q1 		$282K Sell
26,798
-2,747
-9% -$32.5K ﹤0.01% 4445
2019
Q4 		$359K Buy
29,545
+9,699
+49% +$115K ﹤0.01% 5136
2019
Q3 		$230K Sell
19,846
-6,187
-24% -$71.7K ﹤0.01% 5143
2019
Q2 		$303K Sell
26,033
-6,208
-19% -$69.5K ﹤0.01% 4655
2019
Q1 		$361K Sell
32,241
-13,862
-30% -$152K ﹤0.01% 4263
2018
Q4 		$488K Sell
46,103
-195,687
-81% -$2.11M ﹤0.01% 4292
2018
Q3 		$2.72M Buy
241,790
+1,814
+0.8% +$20.7K ﹤0.01% 2928
2018
Q2 		$2.74M Buy
239,976
+4,777
+2% +$54.4K ﹤0.01% 2870
2018
Q1 		$2.71M Buy
235,199
+3,857
+2% +$45.1K ﹤0.01% 2870
2017
Q4 		$2.73M Sell
231,342
-11,165
-5% -$129K ﹤0.01% 2916
2017
Q3 		$2.8M Buy
242,507
+23,419
+11% +$268K ﹤0.01% 2790
2017
Q2 		$2.48M Buy
219,088
+15,820
+8% +$179K ﹤0.01% 2814
2017
Q1 		$2.34M Buy
203,268
+14,135
+7% +$161K ﹤0.01% 2807
2016
Q4 		$2.17M Buy
189,133
+5,052
+3% +$57.1K ﹤0.01% 2852
2016
Q3 		$2.11M Buy
184,081
+58,746
+47% +$677K ﹤0.01% 2793
2016
Q2 		$1.44M Buy
125,335
+31,774
+34% +$362K ﹤0.01% 3054
2016
Q1 		$1.07M Buy
93,561
+38,420
+70% +$411K ﹤0.01% 3191
2015
Q4 		$583K Buy
55,141
+2,554
+5% +$27.2K ﹤0.01% 3824
2015
Q3 		$555K Sell
52,587
-24,324
-32% -$266K ﹤0.01% 3816
2015
Q2 		$866K Sell
76,911
-27,036
-26% -$310K ﹤0.01% 3686
2015
Q1 		$1.2M Sell
103,947
-6,602
-6% -$76.6K ﹤0.01% 3416
2014
Q4 		$1.28M Buy
+110,549
New +$1.28M ﹤0.01% 3368

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

UBS Group's WIA Position: Q1 2026 in Review

UBS Group reduced its Western Asset Inflation-Linked Income Fund (WIA) stake by 33% in Q1 2026, selling an estimated $174K and leaving 43,649 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #6321.

UBS Group first reported a position in WIA in Q4 2014 and has held it in 46 quarters since. The position peaked at $2.8M in Q3 2017. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

  • UBS Group held 43,649 shares of Western Asset Inflation-Linked Income Fund worth $353K as of Q1 2026.
  • UBS Group sold 21,114 Western Asset Inflation-Linked Income Fund shares in Q1 2026, an estimated $174K.
  • Western Asset Inflation-Linked Income Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6321 holding.
  • UBS Group first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Western Asset Inflation-Linked Income Fund position peaked at $2.8M in Q3 2017.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

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