First Western Financial, Inc.
DE ˙ DB ˙ US33751L1052
24,00 EUR ↑0,40 (1,69%)
2026-06-05
PREȚUL ACȚIUNILOR
SecurityDE:33Q / First Western Financial, Inc.
InstitutionUBS Group AG
Latest Disclosed Ownership28,860 shares
Latest Disclosed Value $ 709,379
UBS Group AG reports 432.77% increase in ownership of 33Q / First Western Financial, Inc.

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 28,860 shares of First Western Financial, Inc. (DE:33Q) valued at $611,832 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 5,417 shares of First Western Financial, Inc.. This represents a change in shares of 432.77% during the quarter. The current value of the position is $692,640 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F FIRST WESTN FINL COM 33751L105 28,860 23,443 432.77 709 388.97 0.0000
2026-01-29 2025-12-31 13F FIRST WESTN FINL COM 33751L105 5,417 -476 -8.08 145 7.41 0.0000
2025-11-13 2025-09-30 13F FIRST WESTN FINL COM 33751L105 5,893 -12,598 -68.13 136 -67.63 0.0000
2025-08-14 2025-06-30 13F FIRST WESTN FINL COM 33751L105 18,491 4,331 30.59 417 50.00 0.0001
2025-05-13 2025-03-31 13F FIRST WESTN FINL COM 33751L105 14,160 -34,135 -70.68 278 -70.55 0.0001
2025-02-14 2024-12-31 13F FIRST WESTN FINL COM 33751L105 48,295 44,448 1,155.39 944 1,142.11 0.0002
2024-11-14 2024-09-30 13F FIRST WESTN FINL COM 33751L105 3,847 -4,577 -54.33 77 -46.85 0.0000
2024-08-14 2024-06-30 13F FIRST WESTN FINL COM 33751L105 8,424 449 5.63 143 23.28 0.0000
2024-05-13 2024-03-31 13F FIRST WESTN FINL COM 33751L105 7,975 81 1.03 116 -25.64 0.0000
2024-02-09 2023-12-31 13F FIRST WESTN FINL COM 33751L105 7,894 3,430 76.84 157 92.59 0.0000
2023-11-09 2023-09-30 13F FIRST WESTN FINL COM 33751L105 4,464 -120 -2.62 81 -4.71 0.0000
2023-08-11 2023-06-30 13F FIRST WESTN FINL COM 33751L105 4,584 2,053 81.11 85 70.00 0.0000
2023-05-12 2023-03-31 13F FIRST WESTN FINL COM 33751L105 2,531 -899 -26.21 50 -47.92 0.0000
2023-02-08 2022-12-31 13F FIRST WESTN FINL COM 33751L105 3,430 3,430 97 0.0000
2022-11-10 2022-09-30 13F FIRST WESTN FINL COM 33751L105 0 -249 -100.00 0 -100.00
2022-08-10 2022-06-30 13F FIRST WESTN FINL COM 33751L105 249 -1,110 -81.68 7 -83.33 0.0000
2022-05-16 2022-03-31 13F FIRST WESTN FINL COM 33751L105 1,359 358 35.76 42 40.00 0.0000
2022-02-14 2021-12-31 13F FIRST WESTN FINL COM 33751L105 1,001 896 853.33 30 900.00 0.0000
2021-11-15 2021-09-30 13F FIRST WESTN FINL COM 33751L105 105 -386 -78.62 3 -76.92 0.0000
2021-08-13 2021-06-30 13F FIRST WESTN FINL COM 33751L105 491 -3,324 -87.13 13 -86.32 0.0000
2021-05-12 2021-03-31 13F FIRST WESTN FINL COM 33751L105 3,815 2,229 140.54 95 206.45 0.0000
2021-02-11 2020-12-31 13F FIRST WESTN FINL COM 33751L105 1,586 1,005 172.98 31 287.50 0.0000
2020-11-12 2020-09-30 13F FIRST WESTN FINL COM 33751L105 581 -1,886 -76.45 8 -77.14 0.0000
2020-07-31 2020-06-30 13F FIRST WESTN FINL COM 33751L105 2,467 2,467 35 0.0000
2020-05-01 2020-03-31 13F FIRST WESTN FINL COM 33751L105 0 -1,043 -100.00 0 -100.00
2020-02-14 2019-12-31 13F FIRST WESTN FINL COM 33751L105 1,043 -4,897 -82.44 17 -83.17 0.0000
2019-11-14 2019-09-30 13F FIRST WESTN FINL COM 33751L105 5,940 -1,150 -16.22 101 7.45 0.0000
2019-08-14 2019-06-30 13F FIRST WESTN FINL COM 33751L105 7,090 254 3.72 94 5.62 0.0000
2019-05-14 2019-03-31 13F FIRST WESTN FINL COM 33751L105 6,836 -519 -7.06 89 3.49 0.0000
2019-02-14 2018-12-31 13F FIRST WESTN FINL COM 33751L105 7,355 -9,538 -56.46 86 -70.95 0.0000
2018-11-14 2018-09-30 13F FIRST WESTN FINL COM 33751L105 16,893 16,893 296 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.