UBS Group’s Western Union WU Stock Holding History

UBS Group’s Portfolio WU Stock Details WU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-350,000	Closed	-$9.37M	–	8475
2019 Q4	$9.37M	Buy	+350,000	New	+$9.08M	﹤0.01%	2016
2017 Q2	–	Sell	-363,700	Closed	-$7.4M	–	8025
2017 Q1	$7.4M	Buy	363,700 +88,700	+32%	+$1.81M	﹤0.01%	1744
2016 Q4	$5.97M	Buy	+275,000	New	+$5.71M	﹤0.01%	1934
2016 Q1	–	Sell	-174,600	Closed	-$3.13M	–	8245
2015 Q4	$3.13M	Buy	174,600 +66,600	+62%	+$1.26M	﹤0.01%	2388
2015 Q3	$1.98M	Buy	+108,000	New	+$2.06M	﹤0.01%	2746
2015 Q1	–	Sell	-3,200	Closed	-$57K	–	9455
2014 Q4	$57K	Buy	+3,200	New	+$55.5K	﹤0.01%	6330

Other funds holding WU

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

UBS Group's WU Position: Q1 2026 in Review

UBS Group reduced its Western Union (WU) stake by 47% in Q1 2026, selling an estimated $22.9M and leaving 2,720,572 shares worth $23.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2403.

UBS Group first reported a position in WU in Q4 2014 and has held it in 46 quarters since. The position peaked at $47.8M in Q4 2025. 508 funds tracked by Wall St. Rank hold WU as of Q1 2026.

UBS Group held 2,720,572 shares of Western Union worth $23.8M as of Q1 2026.
UBS Group sold 2,414,852 Western Union shares in Q1 2026, an estimated $22.9M.
Western Union made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2403 holding.
UBS Group first reported a position in Western Union in Q4 2014 and has held it in 46 quarters since.
UBS Group's Western Union position peaked at $47.8M in Q4 2025.
508 funds tracked by Wall St. Rank held Western Union as of Q1 2026.

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