UBS Group
WK icon

UBS Group’s Workiva WK Stock Holding History

UBS Group’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$67.3M Sell
1,127,988
-1,076,804
-49% -$75.1M 0.01% 1354
2025
Q4 		$190M Buy
2,204,792
+1,426,674
+183% +$126M 0.03% 602
2025
Q3 		$67M Buy
778,118
+225,449
+41% +$16.9M 0.01% 1357
2025
Q2 		$37.8M Buy
552,669
+101,174
+22% +$6.96M 0.01% 1773
2025
Q1 		$34.3M Sell
451,495
-82,309
-15% -$7.77M 0.01% 1822
2024
Q4 		$58.5M Buy
533,804
+87,166
+20% +$8.03M 0.01% 1321
2024
Q3 		$35.3M Buy
446,638
+15,246
+4% +$1.14M 0.01% 1404
2024
Q2 		$31.5M Buy
431,392
+20,610
+5% +$1.62M 0.01% 1346
2024
Q1 		$34.8M Buy
410,782
+69,530
+20% +$6.26M 0.01% 1286
2023
Q4 		$34.6M Buy
341,252
+38,613
+13% +$3.72M 0.01% 1209
2023
Q3 		$30.7M Buy
302,639
+602
+0.2% +$62.6K 0.01% 1161
2023
Q2 		$30.7M Buy
302,037
+26,304
+10% +$2.53M 0.01% 1126
2023
Q1 		$28.2M Buy
275,733
+7,485
+3% +$678K 0.01% 1140
2022
Q4 		$22.5M Sell
268,248
-3,491
-1% -$271K 0.01% 1325
2022
Q3 		$21.1M Sell
271,739
-40,309
-13% -$2.75M 0.01% 1237
2022
Q2 		$20.6M Buy
312,048
+128,789
+70% +$10.7M 0.01% 1289
2022
Q1 		$21.6M Buy
183,259
+2,328
+1% +$257K 0.01% 1354
2021
Q4 		$23.6M Sell
180,931
-70,514
-28% -$9.94M 0.01% 1460
2021
Q3 		$35.4M Buy
251,445
+88,921
+55% +$12M 0.01% 1071
2021
Q2 		$18.1M Buy
162,524
+109,090
+204% +$10.6M 0.01% 1567
2021
Q1 		$4.72M Buy
53,434
+31,531
+144% +$3.12M ﹤0.01% 2662
2020
Q4 		$2.01M Buy
21,903
+1,858
+9% +$130K ﹤0.01% 3407
2020
Q3 		$1.12M Sell
20,045
-837
-4% -$46.6K ﹤0.01% 3556
2020
Q2 		$1.12M Buy
20,882
+2,615
+14% +$107K ﹤0.01% 3414
2020
Q1 		$591K Buy
18,267
+161
+0.9% +$6.69K ﹤0.01% 3810
2019
Q4 		$761K Sell
18,106
-23,313
-56% -$982K ﹤0.01% 4466
2019
Q3 		$1.81M Buy
41,419
+15,998
+63% +$843K ﹤0.01% 3388
2019
Q2 		$1.48M Buy
25,421
+3,721
+17% +$199K ﹤0.01% 3414
2019
Q1 		$1.1M Sell
21,700
-19,926
-48% -$876K ﹤0.01% 3506
2018
Q4 		$1.49M Buy
41,626
+16,164
+63% +$568K ﹤0.01% 3316
2018
Q3 		$1M Buy
25,462
+3,936
+18% +$122K ﹤0.01% 3840
2018
Q2 		$525K Buy
21,526
+2,059
+11% +$51.8K ﹤0.01% 4285
2018
Q1 		$462K Sell
19,467
-29,382
-60% -$676K ﹤0.01% 4264
2017
Q4 		$1.04M Buy
48,849
+35,672
+271% +$785K ﹤0.01% 3749
2017
Q3 		$275K Buy
13,177
+1,548
+13% +$30.7K ﹤0.01% 4643
2017
Q2 		$222K Sell
11,629
-652
-5% -$11.5K ﹤0.01% 4681
2017
Q1 		$193K Sell
12,281
-12,833
-51% -$180K ﹤0.01% 4668
2016
Q4 		$343K Buy
25,114
+3,121
+14% +$47.8K ﹤0.01% 4392
2016
Q3 		$399K Buy
21,993
+5,993
+37% +$97.2K ﹤0.01% 4067
2016
Q2 		$219K Hold
16,000
– – ﹤0.01% 4490
2016
Q1 		$186K Sell
16,000
-1,650
-9% -$21.8K ﹤0.01% 4536
2015
Q4 		$310K Buy
17,650
+1,650
+10% +$28.5K ﹤0.01% 4327
2015
Q3 		$243K Buy
16,000
+1,931
+14% +$27.9K ﹤0.01% 4474
2015
Q2 		$195K Buy
14,069
+13,069
+1,307% +$183K ﹤0.01% 4891
2015
Q1 		$14K Buy
+1,000
New +$13.9K ﹤0.01% 7364

Other funds holding WK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

UBS Group's WK Position: Q1 2026 in Review

UBS Group reduced its Workiva (WK) stake by 49% in Q1 2026, selling an estimated $75.1M and leaving 1,127,988 shares worth $67.3M. The position accounts for 0.01% of the portfolio, ranked #1354.

UBS Group first reported a position in WK in Q1 2015 and has held it in 45 quarters since. The position peaked at $190M in Q4 2025. 315 funds tracked by Wall St. Rank hold WK as of Q1 2026.

  • UBS Group held 1,127,988 shares of Workiva worth $67.3M as of Q1 2026.
  • UBS Group sold 1,076,804 Workiva shares in Q1 2026, an estimated $75.1M.
  • Workiva made up 0.01% of UBS Group's portfolio in Q1 2026, its #1354 holding.
  • UBS Group first reported a position in Workiva in Q1 2015 and has held it in 45 quarters since.
  • UBS Group's Workiva position peaked at $190M in Q4 2025.
  • 315 funds tracked by Wall St. Rank held Workiva as of Q1 2026.

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