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Equibles

UBS Group AG

Position in AVA — Avista Corp

CIK 1610520 ZURICH, V8
Back to AVA Full portfolio

Position in AVA

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$36,849,395
+$18,661,280 QoQ
Shares Held
900,743
+98.8% QoQ
Ownership
1.08%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#15
of 417 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 93% Shared 0% None 7%

Common Shares in AVA Over Time

Shares Held

Position Value (USD)

Position in Utilities - Diversified

Utilities · as of Jun 30, 2026

UBS Group AG holds $398,864,565 across 6 Utilities - Diversified names. AVA ranks #4 (9.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SRE
Sempra
 1,813,175 $168,099,452
2 AES
Aes Corp
 9,560,511 $140,157,088
3 BIPH
Brookfield Infrastructure Partners L.P.
 2,447,529 $37,740,895
4 AVA
Avista Corp
This page 		900,743 $36,849,395
5 AQN
Algonquin Power & Utilities Corp.
 1,992,874 $11,678,241
6 UTL
Unitil Corp
 82,359 $4,339,494

All Filings in AVA

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $36,849,395 900,743
2026-03-31 $18,188,115 453,117
2025-12-31 $16,959,718 440,055
2025-09-30 $15,272,668 403,932
2025-06-30 $10,692,146 281,743
2025-03-31 $12,342,563 294,783
2024-12-31 $10,209,549 278,721
2024-09-30 $5,597,475 144,451
2024-06-30 $4,250,349 122,807
2024-03-31 $4,834,439 138,048
2023-12-31 $4,244,624 118,764
2023-09-30 $2,881,188 89,008
2023-06-30 $2,526,081 64,326
2023-03-31 $4,953,532 116,691
2022-12-31 $2,942,179 66,355
2022-09-30 $3,211,493 86,680
2022-06-30 $2,996,925 68,879
2022-03-31 $4,129,102 91,453
2021-12-31 $6,370,991 149,941
2021-09-30 $2,680,658 68,524
2021-06-30 $2,981,096 69,864
2021-03-31 $6,673,730 139,764
2020-12-31 $5,907,684 147,177
2020-09-30 $4,048,644 118,659
2020-06-30 $2,983,979 82,000
2020-03-31 $3,596,141 84,635