Westwood Holdings Group’s UBS Group UBS Stock Holding History

Westwood Holdings Group’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$219K	Buy	+4,412	New	+$201K	﹤0.01%	617
2016 Q3	–	Sell	-298,096	Closed	-$3.85M	–	494
2016 Q2	$3.85M	Buy	+298,096	New	+$4.55M	0.03%	254
2016 Q1	–	Sell	-284,253	Closed	-$5.54M	–	423
2015 Q4	$5.54M	Sell	284,253 -4,510	-2%	-$88K	0.05%	220
2015 Q3	$5.32M	Buy	288,763 +6,245	+2%	+$132K	0.05%	222
2015 Q2	$6M	Buy	282,518 +411	+0.1%	+$8.58K	0.05%	223
2015 Q1	$5.32M	Buy	+282,107	New	+$4.91M	0.04%	216

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Westwood Holdings Group's UBS Position: Q2 2026 in Review

Westwood Holdings Group opened a new position in UBS Group (UBS) in Q2 2026: 4,412 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #617 among its holdings. This is a return to the name: Westwood Holdings Group previously reported a position in UBS as recently as Q2 2016.

Westwood Holdings Group first reported a position in UBS in Q1 2015 and has held it in 6 quarters since. The position peaked at $6M in Q2 2015. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Westwood Holdings Group held 4,412 shares of UBS Group worth $219K as of Q2 2026.
UBS Group was a new Westwood Holdings Group position in Q2 2026.
UBS Group made up ﹤0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #617 holding.
Westwood Holdings Group first reported a position in UBS Group in Q1 2015 and has held it in 6 quarters since.
Westwood Holdings Group's UBS Group position peaked at $6M in Q2 2015.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.