UBS AM
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UBS AM’s Shinhan Financial Group SHG Stock Holding History

UBS AM’s Portfolio SHG Stock Details SHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$396K Hold
6,263
– – ﹤0.01% 2597
2026
Q1 		$384K Buy
6,263
+5,084
+431% +$312K ﹤0.01% 2608
2025
Q4 		$63.2K Buy
+1,179
New +$62.2K ﹤0.01% 2589
2019
Q4 		– Sell
-1,170
Closed -$40.9K – 2783
2019
Q3 		$40.9K Buy
1,170
+67
+6% +$2.38K ﹤0.01% 2732
2019
Q2 		$42.9K Hold
1,103
– – ﹤0.01% 2698
2019
Q1 		$41K Sell
1,103
-1,161
-51% -$43.6K ﹤0.01% 2622
2018
Q4 		$80.3K Buy
2,264
+1,348
+147% +$50.9K ﹤0.01% 2537
2018
Q3 		$36.8K Hold
916
– – ﹤0.01% 2593
2018
Q2 		$35.2K Buy
+916
New +$39.1K ﹤0.01% 2620
2014
Q2 		– Sell
-173,750
Closed -$7.64M – 2583
2014
Q1 		$7.64M Sell
173,750
-18,400
-10% -$763K 0.01% 928
2013
Q4 		$8.78M Sell
192,150
-1,800
-0.9% -$77K 0.01% 860
2013
Q3 		$7.86M Sell
193,950
-5,800
-3% -$215K 0.01% 865
2013
Q2 		$6.5M Buy
+199,750
New +$6.83M 0.01% 892

Other funds holding SHG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LCAM
London & Capital Asset Management London, United Kingdom $10.9B AUM 39.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS AM's SHG Position: Q2 2026 in Review

UBS AM held its Shinhan Financial Group (SHG) position steady in Q2 2026 at 6,263 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #2597.

UBS AM first reported a position in SHG in Q2 2013 and has held it in 13 quarters since. The position peaked at $8.78M in Q4 2013. 301 funds tracked by Wall St. Rank hold SHG as of Q2 2026.

  • UBS AM held 6,263 shares of Shinhan Financial Group worth $396K as of Q2 2026.
  • UBS AM left its Shinhan Financial Group share count unchanged in Q2 2026.
  • Shinhan Financial Group made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2597 holding.
  • UBS AM first reported a position in Shinhan Financial Group in Q2 2013 and has held it in 13 quarters since.
  • UBS AM's Shinhan Financial Group position peaked at $8.78M in Q4 2013.
  • 301 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2026.

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