UBS Group AG GWH — ESS TECH INC

Ownership history in UBS Group AG  ·  6 quarters on record

AI Ownership Summary

UBS Group AG reported ESS TECH INC (GWH) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. The latest visible filing shows GWH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GWH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in ESS TECH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GWH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GWH stock page UBS Group AG fund profile UBS Group AG full holdings
How UBS Group AG held GWH — position size vs. price
% of Fund (quarterly)    GWH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 149,279 +104,562 +233.8% 0.00% $175K 2026-05-05 $1.15
2025 Q4 ADDED — — — 44,717 +29,864 +201.1% 0.00% $84K 2026-01-29 $1.71
2025 Q3 ADDED — — — 14,853 +11,112 +297.0% 0.00% $23K 2025-11-13 $4.25
2025 Q2 REDUCED 68.8% +24.8% ❌ 3,741 -8,266 -68.8% 0.00% $5K 2025-08-14 $1.71
2025 Q1 REDUCED 24.0% -59.2% ✅ 12,007 -3,792 -24.0% 0.00% $39K 2025-05-13 $2.80
2024 Q4 INITIATED — — — 15,799 — — 0.00% $93K 2025-02-14 $4.01

🏢 Other funds also holding GWH

As of 2026 Q1 — sorted by position size

Green Alpha Advisors, LLC 3Y 0.13% PRIMORIS WEALTH ADVISORS, LLC 3Y 0.01% Golden State Wealth Management, LLC 3Y 0.0% WOLFF WIESE MAGANA LLC 3Y 0.0% Archer Investment Corp 3Y 0.0% SBI Securities Co., Ltd. 0.0% Hilton Head Capital Partners, LLC 0.0% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.0% MATHER GROUP, LLC. 3Y 7Y 0.0%

FAQ About UBS Group AG and GWH

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning GWH?

UBS Group AG reported GWH across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GWH position in UBS Group AG's portfolio?

The largest reported portfolio weight for GWH was 0.00% in 2026 Q1.

What is the latest reported GWH position on this page?

The most recent filing on this page is 2026 Q1, when UBS Group AG reported 149,279 shares, equal to 0.00% of portfolio, with an estimated market value of $175K.

What does the chart on this GWH ownership page compare?

The chart compares UBS Group AG's quarterly GWH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did UBS Group AG time their GWH position?

Based on 13F filing dates vs. subsequent GWH price moves, UBS Group AG correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on GWH relative to SPY over the holding period was -69.1%.

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