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
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

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

SG Americas Securities's UBS Position: Q1 2026 in Review

SG Americas Securities opened a new position in UBS Group (UBS) in Q1 2026: 9,200 shares worth $359K. The stake represents ﹤0.01% of the portfolio and ranks #2363 among its holdings. This is a return to the name: SG Americas Securities previously reported a position in UBS as recently as Q3 2025.

SG Americas Securities first reported a position in UBS in Q1 2015 and has held it in 29 quarters since. The position peaked at $6.14M in Q3 2017. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • SG Americas Securities held 9,200 shares of UBS Group worth $359K as of Q1 2026.
  • UBS Group was a new SG Americas Securities position in Q1 2026.
  • UBS Group made up ﹤0.01% of SG Americas Securities's portfolio in Q1 2026, its #2363 holding.
  • SG Americas Securities first reported a position in UBS Group in Q1 2015 and has held it in 29 quarters since.
  • SG Americas Securities's UBS Group position peaked at $6.14M in Q3 2017.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on SG Americas Securities's 13F filing for Q1 2026, filed 16 Apr 2026.