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 $315B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group's WTW Position: Q2 2026 in Review

UBS Group reduced its Willis Towers Watson (WTW) stake by 1.7% in Q2 2026, selling an estimated $1.27M and leaving 277,095 shares worth $72.4M. The position accounts for 0.01% of the portfolio, ranked #1382.

UBS Group first reported a position in WTW in Q4 2014 and has held it in 47 quarters since. The position peaked at $619M in Q3 2021. 691 funds tracked by Wall St. Rank hold WTW as of Q2 2026.

  • UBS Group held 277,095 shares of Willis Towers Watson worth $72.4M as of Q2 2026.
  • UBS Group sold 4,755 Willis Towers Watson shares in Q2 2026, an estimated $1.27M.
  • Willis Towers Watson made up 0.01% of UBS Group's portfolio in Q2 2026, its #1382 holding.
  • UBS Group first reported a position in Willis Towers Watson in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Willis Towers Watson position peaked at $619M in Q3 2021.
  • 691 funds tracked by Wall St. Rank held Willis Towers Watson as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.