UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in AWR — American States Water Co
CIK 861177
NEW YORK, NY
Position in AWR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,531,746
-$2,275,887 QoQ
Shares Held
112,824
-24.3% QoQ
Ownership
0.288%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in AWR Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $442,602,295 across 13 Utilities - Regulated Water names. AWR ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
2,641,371 | $359,464,174 | |
| 2 | WTRG |
Essential Utilities, Inc.
|
1,084,137 | $43,658,191 | |
| 3 | CWT |
California Water Service Group
|
234,733 | $10,642,789 | |
| 4 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
1,581,362 | $9,649,469 | |
| 5 | AWR |
American States Water Co
This page
|
112,824 | $8,531,746 | |
| 6 | HTO |
H2o America
|
131,696 | $7,726,599 | |
| 7 | MSEX |
Middlesex Water Co
|
55,489 | $2,888,199 | |
| 8 | YORW |
York Water Co
|
825 | $25,121 |
All Filings in AWR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,531,746 | 112,824 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $10,807,633 | 149,112 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,514,304 | 143,403 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,769,401 | 62,215 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,026,628 | 63,887 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $11,935,613 | 153,572 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,872,527 | 118,532 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $8,617,611 | 118,749 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,026,691 | 83,426 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,732,036 | 83,711 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $6,252,301 | 79,465 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $7,302,345 | 83,935 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $7,460,978 | 83,935 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $6,107,300 | 78,349 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $7,216,077 | 88,530 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $7,936,129 | 89,150 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $7,360,787 | 71,160 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,565,382 | 65,077 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,387,243 | 67,713 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,097,919 | 67,415 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $5,282,401 | 66,437 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $4,832,398 | 64,475 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,633,427 | 58,927 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,146,184 | 62,958 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||