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
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 $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $618M AUM 39.33% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.11B AUM 12.38% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return