UBS AM
SG icon

UBS AM’s Sweetgreen SG Stock Holding History

UBS AM’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.96M Buy
222,748
+1,954
+0.9% +$14.9K ﹤0.01% 2049
2026
Q1 		$1.15M Buy
220,794
+28,707
+15% +$175K ﹤0.01% 2293
2025
Q4 		$1.3M Buy
192,087
+12,154
+7% +$83.5K ﹤0.01% 2049
2025
Q3 		$1.44M Sell
179,933
-128,368
-42% -$1.4M ﹤0.01% 1878
2025
Q2 		$4.59M Buy
308,301
+98,967
+47% +$1.63M ﹤0.01% 1754
2025
Q1 		$5.24M Sell
209,334
-17,218
-8% -$475K ﹤0.01% 1549
2024
Q4 		$7.26M Buy
226,552
+35,276
+18% +$1.31M ﹤0.01% 1411
2024
Q3 		$6.78M Sell
191,276
-16,713
-8% -$507K ﹤0.01% 1420
2024
Q2 		$6.27M Buy
207,989
+76,849
+59% +$2.11M ﹤0.01% 1371
2024
Q1 		$3.31M Sell
131,140
-636
-0.5% -$9.26K ﹤0.01% 1447
2023
Q4 		$1.49M Buy
131,776
+6,705
+5% +$70.6K ﹤0.01% 1819
2023
Q3 		$1.47M Sell
125,071
-2,665,581
-96% -$37.1M ﹤0.01% 1765
2023
Q2 		$21.9M Hold
2,790,652
– – 0.01% 745
2023
Q1 		$21.9M Sell
2,790,652
-941,372
-25% -$8.29M 0.01% 745
2022
Q4 		$32M Sell
3,732,024
-1,006,025
-21% -$14.7M 0.02% 650
2022
Q3 		$87.7M Sell
4,738,049
-733,689
-13% -$12.5M 0.05% 403
2022
Q2 		$63.7M Buy
5,471,738
+3,507,344
+179% +$74M 0.03% 492
2022
Q1 		$62.8M Buy
1,964,394
+356,124
+22% +$10.3M 0.03% 559
2021
Q4 		$51.5M Buy
+1,608,270
New +$54.4M 0.02% 647

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UBS AM's SG Position: Q2 2026 in Review

UBS AM increased its Sweetgreen (SG) stake by 0.88% in Q2 2026, buying an estimated $14.9K and bringing the position to 222,748 shares worth $1.96M. The position accounts for ﹤0.01% of the portfolio, ranked #2049.

UBS AM first reported a position in SG in Q4 2021 and has held it in 19 quarters since. The position peaked at $87.7M in Q3 2022. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • UBS AM held 222,748 shares of Sweetgreen worth $1.96M as of Q2 2026.
  • UBS AM bought 1,954 Sweetgreen shares in Q2 2026, an estimated $14.9K.
  • Sweetgreen made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2049 holding.
  • UBS AM first reported a position in Sweetgreen in Q4 2021 and has held it in 19 quarters since.
  • UBS AM's Sweetgreen position peaked at $87.7M in Q3 2022.
  • 235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

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