Position in CWCO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$791,766
+$126,834 QoQ
Shares Held
23,906
+26.9% QoQ
Ownership
0.149%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in CWCO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Water
Utilities · as of Mar 31, 2026UBS Group AG holds $270,936,931 across 13 Utilities - Regulated Water names. CWCO ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AWK |
American Water Works Company, Inc.
|
1,081,628 | $147,198,752 | |
| 2 | SBS |
Companhia De Saneamento Basico Do Estado De Sao Paulo-Sabesp
|
1,434,049 | $43,752,834 | |
| 3 | WTRG |
Essential Utilities, Inc.
|
1,076,752 | $43,360,802 | |
| 4 | AWR |
American States Water Co
|
119,357 | $9,025,775 | |
| 5 | HTO |
H2o America
|
149,943 | $8,797,155 | |
| 6 | CWT |
California Water Service Group
|
185,826 | $8,425,349 | |
| 7 | ARTNA |
Artesian Resources Corp
|
171,173 | $5,451,858 | |
| 8 | MSEX |
Middlesex Water Co
|
35,760 | $1,861,307 |
All Filings in CWCO
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $791,766 | 23,906 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $664,932 | 18,842 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $724,262 | 20,529 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,115,332 | 37,153 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $871,402 | 35,582 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $801,527 | 30,959 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $484,308 | 19,211 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $500,119 | 18,844 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $928,012 | 31,662 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,260,061 | 35,395 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $794,669 | 27,942 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $660,848 | 27,274 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $401,301 | 24,425 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $351,055 | 23,720 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $363,474 | 23,633 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $143,578 | 9,902 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $125,674 | 11,363 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $247,975 | 23,306 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $319,827 | 28,055 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $341,378 | 29,103 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $468,624 | 34,842 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $332,736 | 27,613 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $581,283 | 55,839 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $878,339 | 60,869 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $981,309 | 59,836 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||