UBS AM
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UBS AM’s Silvercrest Asset Management SAMG Stock Holding History

UBS AM’s Portfolio SAMG Stock Details SAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.87K Hold
284
– – ﹤0.01% 3488
2026
Q1 		$3.82K Buy
284
+269
+1,793% +$3.99K ﹤0.01% 3503
2025
Q4 		$228 Buy
+15
New +$218 ﹤0.01% 3269

Other funds holding SAMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

UBS AM's SAMG Position: Q2 2026 in Review

UBS AM held its Silvercrest Asset Management (SAMG) position steady in Q2 2026 at 284 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3488.

UBS AM first reported a position in SAMG in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.82K in Q1 2026. 99 funds tracked by Wall St. Rank hold SAMG as of Q2 2026.

  • UBS AM held 284 shares of Silvercrest Asset Management worth $2.87K as of Q2 2026.
  • UBS AM left its Silvercrest Asset Management share count unchanged in Q2 2026.
  • Silvercrest Asset Management made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3488 holding.
  • UBS AM first reported a position in Silvercrest Asset Management in Q4 2025 and has held it in 3 quarters since.
  • UBS AM's Silvercrest Asset Management position peaked at $3.82K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.