UBS Group AG

Position in WSM — Williams Sonoma Inc

CIK 1610520 ZURICH, V8

Back to WSM Full portfolio

Position in WSM

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$136,455,952

+$13,471,022 QoQ

Shares Held

748,401

+8.7% QoQ

Ownership

0.636%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 89.5739048985771.ToString("F0")% Shared 0.ToString("F0")% None 10.4260951014229.ToString("F0")%

Common Shares in WSM Over Time

Shares Held

Position Value (USD)

Derivatives in WSM

reported options exposure · as of Mar 31, 2026

CallValue

$2,060,329

CallShares

11,300

PutValue

$2,060,329

PutShares

11,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Specialty Retail

Consumer Cyclical · as of Mar 31, 2026

UBS Group AG holds $1,412,756,089 across 46 Specialty Retail names. WSM ranks #6 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FIVE	Five Below, Inc	880,247	$201,118,833
2	BBY	Best Buy Co Inc	2,772,569	$177,998,928
3	CASY	Caseys General Stores Inc	209,889	$152,769,806
4	ULTA	Ulta Beauty, Inc.	282,691	$147,765,409
5	DKS	Dick's Sporting Goods, Inc.	722,432	$143,251,040
6	WSM	Williams Sonoma Inc This page	748,401	$136,455,952
7	TSCO	Tractor Supply Co /De/	2,458,654	$111,377,024
8	RH	Rh	710,733	$99,374,686

All Filings in WSM

Export CSV

38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,060,329	11,300	-98.5%	Put	Defined	2026-05-05
2026-03-31	$136,455,952	748,401	+6523.0%	Shares	Defined	2026-05-05
2026-03-31	$2,060,329	11,300	-98.4%	Call	Defined	2026-05-05
2025-12-31	$122,984,930	688,644	-37.1%	Shares	Defined	2026-01-29
2025-09-30	$213,887,969	1,094,336	+31.6%	Shares	Defined	2025-11-13
2025-06-30	$135,810,948	831,309	-1.1%	Shares	Defined	2025-08-14
2025-03-31	$132,954,351	840,951	+13.8%	Shares	Defined	2025-05-13
2024-12-31	$136,799,130	738,736	+240.6%	Shares	Defined	2025-02-14
2024-09-30	$33,598,272	216,875	+62.5%	Shares	Defined	2024-11-14
2024-06-30	$18,845,793	133,483	+52.7%	Shares	Defined	2024-08-14
2024-03-31	$13,874,154	87,388	+115.8%	Shares	Defined	2024-05-13
2024-03-31	$6,429,982	40,500	+376.5%	Put	Defined	2024-05-13
2024-03-31	$1,349,502	8,500	-50.0%	Call	Defined	2024-05-13
2023-12-31	$1,715,130	17,000	-79.4%	Call	Defined	2024-02-09
2023-12-31	$8,323,425	82,500	+113.9%	Put	Defined	2024-02-09
2023-12-31	$3,891,427	38,571	-75.1%	Shares	Defined	2024-02-09
2023-09-30	$12,053,989	155,135	-48.0%	Shares	Defined	2023-11-09
2023-06-30	$18,682,463	298,585	+3881.1%	Shares	Defined	2023-08-11
2023-06-30	$469,275	7,500	-97.6%	Call	Defined	2023-08-11
2023-03-31	$18,743,546	308,130	+28.2%	Shares	Defined	2023-05-12
2022-12-31	$13,814,188	240,414	+380.8%	Shares	Defined	2023-02-08
2022-09-30	$2,946,250	50,000	-33.9%	Put	Defined	2022-11-10
2022-09-30	$4,460,622	75,700	+89.2%	Call	Defined	2022-11-10
2022-09-30	$2,357,707	40,012	-43.1%	Shares	Defined	2022-11-10
2022-06-30	$3,900,002	70,302	-67.2%	Shares	Defined	2022-08-10
2022-03-31	$15,553,642	214,533	+289.0%	Shares	Defined	2022-05-16
2021-12-31	$4,663,335	55,145	-20.6%	Shares	Defined	2022-02-14
2021-09-30	$6,155,123	69,420	-7.7%	Shares	Defined	2021-11-15
2021-06-30	$6,004,675	75,223	+42.2%	Shares	Defined	2021-08-13
2021-03-31	$4,741,273	52,916	-89.2%	Shares	Defined	2021-05-12
2021-03-31	$43,724,800	488,000	+4879.6%	Put	Defined	2021-05-12
2021-03-31	$878,080	9,800	-86.4%	Call	Defined	2021-05-12
2020-12-31	$3,662,522	71,927	+13.6%	Shares	Defined	2021-02-11
2020-09-30	$2,862,426	63,300	-56.6%	Put	Defined	2020-11-12
2020-09-30	$6,597,777	145,904	+163.8%	Shares	Defined	2020-11-12
2020-09-30	$2,500,666	55,300	-71.2%	Call	Defined	2020-11-12
2020-06-30	$7,882,268	192,227	-55.9%	Shares	Defined	2020-07-31
2020-03-31	$9,264,937	435,792	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.