SG Americas Securities
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SG Americas Securities’s UBS Group UBS Stock Holding History

SG Americas Securities’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-30,000
Closed -$36K – 3675
2026
Q1 		$36K Sell
30,000
-200
-0.7% -$8.56K ﹤0.01% 3054
2025
Q4 		$232K Buy
+30,200
New +$1.22M ﹤0.01% 2868

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Massachusetts Financial Services
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Wellington Management Group
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Fidelity Investments
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Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

SG Americas Securities's UBS Position: Q2 2026 in Review

SG Americas Securities sold out of UBS Group (UBS) in Q2 2026, closing a stake of 9,200 shares — an estimated $359K sold.

SG Americas Securities first reported a position in UBS in Q1 2015 and held it in 29 quarters. The position peaked at $6.14M in Q3 2017. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • SG Americas Securities reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
  • SG Americas Securities sold 9,200 UBS Group shares in Q2 2026, an estimated $359K.
  • SG Americas Securities first reported a position in UBS Group in Q1 2015 and held it in 29 quarters.
  • SG Americas Securities's UBS Group position peaked at $6.14M in Q3 2017.
  • 765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.