UBS Group
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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
2024
Q3 		– Sell
-10,700
Closed -$2.8M – 10121
2024
Q2 		$2.8M Buy
+10,700
New +$2.76M ﹤0.01% 3413

Other funds holding WTW

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
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.