UBS Group AG

Position in WSO — Watsco Inc

CIK 1610520 ZURICH, V8

Back to WSO Full portfolio

Position in WSO

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$150,098,642

+$17,996,673 QoQ

Shares Held

360,182

-0.8% QoQ

Ownership

0.873%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#18

of 782 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Common Shares in WSO Over Time

Shares Held

Position Value (USD)

Position in Industrial Distribution

Industrials · as of Jun 30, 2026

UBS Group AG holds $1,785,202,238 across 21 Industrial Distribution names. WSO ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	QXO	QXO, Inc.	30,180,372	$521,516,826
2	FAST	Fastenal Co	6,154,814	$295,615,715
3	GWW	W.W. Grainger, Inc.	176,246	$239,765,057
4	WSO	Watsco Inc This page	360,182	$150,098,642
5	AIT	Applied Industrial Technologies Inc	278,290	$94,103,762
6	POOL	Pool Corp	427,339	$91,835,148
7	FERG	Ferguson Enterprises Inc. /DE/	376,987	$89,470,322
8	XMTR	Xometry, Inc.	771,312	$74,447,033

All Filings in WSO

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43 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$150,098,642	360,182	-0.8%	Shares	Defined	2026-08-13
2026-03-31	$132,101,969	363,127	+94.3%	Shares	Defined	2026-05-05
2025-12-31	$62,967,530	186,875	+64.1%	Shares	Defined	2026-01-29
2025-09-30	$46,048,959	113,898	+27.2%	Shares	Defined	2025-11-13
2025-06-30	$39,552,369	89,562	-35.3%	Shares	Defined	2025-08-14
2025-03-31 WSO-B	—	34	+13.3%	Shares	Defined	2025-05-13
2025-03-31	$70,358,376	138,419	+0.1%	Shares	Defined	2025-05-13
2024-12-31 WSO-B	—	30	-6.2%	Shares	Sole	2025-02-14
2024-12-31	$65,524,768	138,270	+124.7%	Shares	Defined	2025-02-14
2024-09-30 WSO-B	—	32	+3100.0%	Shares	Sole	2024-11-14
2024-09-30	$30,267,341	61,534	+14.5%	Shares	Defined	2024-11-14
2024-06-30	$24,891,273	53,733	+59.2%	Shares	Defined	2024-08-14
2024-03-31 WSO-B	$429	1	0.0%	Shares	Sole	2024-05-13
2024-03-31	$14,584,170	33,762	+140.8%	Shares	Defined	2024-05-13
2023-12-31 WSO-B	—	1	-87.5%	Shares	Sole	2024-02-09
2023-12-31	$6,006,720	14,019	+3.6%	Shares	Defined	2024-02-09
2023-09-30	$5,109,796	13,528	-43.5%	Shares	Defined	2023-11-09
2023-06-30	$9,135,443	23,948	-28.4%	Shares	Defined	2023-08-11
2023-03-31	$10,640,542	33,444	+165.5%	Shares	Defined	2023-05-12
2022-12-31 WSO-B	$2,020	8	+60.0%	Shares	Sole	2023-02-08
2022-12-31	$3,141,691	12,597	+108.0%	Shares	Defined	2023-02-08
2022-09-30 WSO-B	—	5	-92.9%	Shares	Sole	2022-11-10
2022-09-30	$1,559,177	6,056	+10.3%	Shares	Defined	2022-11-10
2022-06-30 WSO-B	$17,070	70	-5.4%	Shares	Sole	2022-08-10
2022-06-30	$1,311,360	5,491	+6.7%	Shares	Defined	2022-08-10
2022-03-31 WSO-B	—	74	0.0%	Shares	Sole	2022-05-16
2022-03-31	$1,567,372	5,145	-53.4%	Shares	Defined	2022-05-16
2021-12-31 WSO-B	$22,704	74	0.0%	Shares	Sole	2022-02-14
2021-12-31	$3,452,317	11,034	+1.3%	Shares	Defined	2022-02-14
2021-09-30 WSO-B	$19,883	74	-70.4%	Shares	Sole	2021-11-15
2021-09-30	$2,882,504	10,893	-54.0%	Shares	Defined	2021-11-15
2021-06-30 WSO-B	—	250	-46.6%	Shares	Sole	2021-08-13
2021-06-30	$6,787,348	23,679	+17.3%	Shares	Defined	2021-08-13
2021-03-31 WSO-B	$119,574	468	0.0%	Shares	Sole	2021-05-12
2021-03-31	$5,264,281	20,189	+4.7%	Shares	Defined	2021-05-12
2020-12-31 WSO-B	$109,067	468	-39.5%	Shares	Sole	2021-02-11
2020-12-31	$4,369,696	19,288	-69.8%	Shares	Defined	2021-02-11
2020-09-30 WSO-B	—	773	+34.9%	Shares	Sole	2020-11-12
2020-09-30	$14,898,438	63,972	+40.7%	Shares	Defined	2020-11-12
2020-06-30 WSO-B	—	573	-0.2%	Shares	Sole	2020-07-31
2020-06-30	$8,078,774	45,463	+201.6%	Shares	Defined	2020-07-31
2020-03-31 WSO-B	$89,710	574	—	Shares	Sole	2020-05-01
2020-03-31	$2,382,302	15,075	—	Shares	Defined	2020-05-01
No filing history on record for this holder in this stock.