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
-10,000
Closed -$28K – 3677
2026
Q1 		$28K Sell
10,000
-44,800
-82% -$1.92M ﹤0.01% 3074
2025
Q4 		$4K Buy
+54,800
New +$2.21M ﹤0.01% 3551
2019
Q2 		– Sell
-50,000
Closed -$58K – 3432
2019
Q1 		$58K Hold
50,000
– – ﹤0.01% 3166
2018
Q4 		$72K Buy
+50,000
New +$678K ﹤0.01% 2779

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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
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.