UBS Group’s Willis Towers Watson WTW Stock Holding History

UBS Group’s Portfolio WTW Stock Details WTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$81.9M	Sell	281,850 -25,667	-8%	-$7.88M	0.01%	1206
2025 Q4	$101M	Buy	307,517 +14,693	+5%	+$4.81M	0.02%	1007
2025 Q3	$101M	Buy	292,824 +14,969	+5%	+$4.85M	0.02%	1022
2025 Q2	$85.2M	Sell	277,855 -30,209	-10%	-$9.37M	0.01%	1089
2025 Q1	$104M	Sell	308,064 -47,152	-13%	-$15.4M	0.02%	900
2024 Q4	$111M	Buy	355,216 +54,520	+18%	+$16.7M	0.02%	856
2024 Q3	$88.6M	Buy	300,696 +36,708	+14%	+$10.3M	0.02%	794
2024 Q2	$69.2M	Buy	263,988 +9,897	+4%	+$2.56M	0.02%	839
2024 Q1	$69.9M	Buy	254,091 +80,724	+47%	+$21.2M	0.02%	841
2023 Q4	$41.8M	Buy	173,367 +41,587	+32%	+$9.62M	0.01%	1089
2023 Q3	$27.5M	Sell	131,780 -73,733	-36%	-$15.7M	0.01%	1244
2023 Q2	$48.4M	Buy	205,513 +50,429	+33%	+$11.6M	0.02%	845
2023 Q1	$36M	Sell	155,084 -41,185	-21%	-$9.96M	0.01%	977
2022 Q4	$48M	Buy	196,269 +72,864	+59%	+$16.6M	0.02%	818
2022 Q3	$24.8M	Sell	123,405 -105,201	-46%	-$21.7M	0.01%	1125
2022 Q2	$45.1M	Sell	228,606 -600,455	-72%	-$129M	0.02%	783
2022 Q1	$196M	Sell	829,061 -1,637,973	-66%	-$375M	0.07%	301
2021 Q4	$586M	Sell	2,467,034 -194,770	-7%	-$46.1M	0.17%	124
2021 Q3	$619M	Buy	2,661,804 +1,819,108	+216%	+$405M	0.19%	114
2021 Q2	$194M	Sell	842,696 -331,110	-28%	-$82.3M	0.06%	310
2021 Q1	$269M	Sell	1,173,806 -510,235	-30%	-$111M	0.09%	226
2020 Q4	$355M	Buy	1,684,041 +319,459	+23%	+$65.8M	0.12%	186
2020 Q3	$285M	Buy	1,364,582 +570,117	+72%	+$116M	0.11%	192
2020 Q2	$156M	Buy	794,465 +456,815	+135%	+$87.5M	0.07%	273
2020 Q1	$57.3M	Buy	337,650 +79,052	+31%	+$15.5M	0.03%	494
2019 Q4	$52.2M	Buy	258,598 +72,870	+39%	+$14M	0.02%	754
2019 Q3	$35.8M	Buy	185,728 +52,969	+40%	+$10.3M	0.01%	869
2019 Q2	$25.4M	Sell	132,759 -23,128	-15%	-$4.19M	0.01%	1046
2019 Q1	$27.4M	Buy	155,887 +44,780	+40%	+$7.43M	0.01%	961
2018 Q4	$16.9M	Sell	111,107 -54,828	-33%	-$8.21M	0.01%	1201
2018 Q3	$23.4M	Sell	165,935 -91,076	-35%	-$13.8M	0.01%	1102
2018 Q2	$39M	Sell	257,011 -60,879	-19%	-$9.27M	0.02%	786
2018 Q1	$48.4M	Sell	317,890 -13,829	-4%	-$2.17M	0.02%	658
2017 Q4	$50M	Buy	331,719 +47,286	+17%	+$7.47M	0.02%	673
2017 Q3	$43.9M	Sell	284,433 -27,123	-9%	-$4.05M	0.02%	661
2017 Q2	$45.3M	Sell	311,556 -457,864	-60%	-$64M	0.02%	603
2017 Q1	$101M	Sell	769,420 -451,268	-37%	-$57.4M	0.06%	339
2016 Q4	$149M	Sell	1,220,688 -60,922	-5%	-$7.6M	0.08%	254
2016 Q3	$170M	Buy	1,281,610 +38,020	+3%	+$4.73M	0.1%	217
2016 Q2	$155M	Sell	1,243,590 -7,462	-0.6%	-$921K	0.1%	219
2016 Q1	$148M	Buy	1,251,052 +937,447	+299%	+$108M	0.1%	212
2015 Q4	$40.3M	Buy	313,605 +25,780	+9%	+$3.06M	0.03%	580
2015 Q3	$31.2M	Sell	287,825 -28,130	-9%	-$3.34M	0.02%	661
2015 Q2	$39.3M	Buy	315,955 +114,746	+57%	+$14.6M	0.03%	614
2015 Q1	$25.7M	Buy	201,209 +126,837	+171%	+$15.6M	0.02%	820
2014 Q4	$8.83M	Buy	+74,372	New	+$8.31M	0.01%	1603

Other funds holding WTW

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's WTW Position: Q1 2026 in Review

UBS Group reduced its Willis Towers Watson (WTW) stake by 8.3% in Q1 2026, selling an estimated $7.88M and leaving 281,850 shares worth $81.9M. The position accounts for 0.01% of the portfolio, ranked #1206.

UBS Group first reported a position in WTW in Q4 2014 and has held it in 46 quarters since. The position peaked at $619M in Q3 2021. 717 funds tracked by Wall St. Rank hold WTW as of Q1 2026.

UBS Group held 281,850 shares of Willis Towers Watson worth $81.9M as of Q1 2026.
UBS Group sold 25,667 Willis Towers Watson shares in Q1 2026, an estimated $7.88M.
Willis Towers Watson made up 0.01% of UBS Group's portfolio in Q1 2026, its #1206 holding.
UBS Group first reported a position in Willis Towers Watson in Q4 2014 and has held it in 46 quarters since.
UBS Group's Willis Towers Watson position peaked at $619M in Q3 2021.
717 funds tracked by Wall St. Rank held Willis Towers Watson as of Q1 2026.

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