UBS AM
STGW icon

UBS AM’s Stagwell STGW Stock Holding History

UBS AM’s Portfolio STGW Stock Details STGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.34M Buy
213,451
+19,442
+10% +$109K ﹤0.01% 2221
2025
Q4 		$949K Buy
194,009
+13,881
+8% +$72.2K ﹤0.01% 2158
2025
Q3 		$1.01M Sell
180,128
-157,034
-47% -$833K ﹤0.01% 2005
2025
Q2 		$1.52M Buy
337,162
+86,414
+34% +$435K ﹤0.01% 2260
2025
Q1 		$1.52M Sell
250,748
-54,719
-18% -$344K ﹤0.01% 2131
2024
Q4 		$2.01M Buy
305,467
+98,367
+47% +$701K ﹤0.01% 2042
2024
Q3 		$1.45M Buy
207,100
+8,579
+4% +$58.8K ﹤0.01% 2206
2024
Q2 		$1.35M Buy
198,521
+115,488
+139% +$744K ﹤0.01% 2208
2024
Q1 		$516K Buy
83,033
+39,171
+89% +$245K ﹤0.01% 2274
2023
Q4 		$291K Sell
43,862
-1,115
-2% -$5.56K ﹤0.01% 2422
2023
Q3 		$211K Sell
44,977
-23,539
-34% -$139K ﹤0.01% 2510
2023
Q2 		$508K Hold
68,516
– – ﹤0.01% 2315
2023
Q1 		$508K Sell
68,516
-15,855
-19% -$111K ﹤0.01% 2315
2022
Q4 		$524K Buy
84,371
+2,709
+3% +$19.5K ﹤0.01% 2161
2022
Q3 		$568K Buy
81,662
+4,149
+5% +$26.8K ﹤0.01% 2291
2022
Q2 		$421K Buy
77,513
+19,513
+34% +$138K ﹤0.01% 2363
2022
Q1 		$420K Buy
58,000
+37,800
+187% +$284K ﹤0.01% 2515
2021
Q4 		$175K Buy
+20,200
New +$174K ﹤0.01% 2780
2018
Q4 		– Sell
-26,800
Closed -$111K – 2824
2018
Q3 		$111K Hold
26,800
– – ﹤0.01% 2524
2018
Q2 		$123K Hold
26,800
– – ﹤0.01% 2546
2018
Q1 		$193K Hold
26,800
– – ﹤0.01% 2384
2017
Q4 		$261K Hold
26,800
– – ﹤0.01% 2177
2017
Q3 		$295K Buy
26,800
+16,800
+168% +$169K ﹤0.01% 2088
2017
Q2 		$99K Hold
10,000
– – ﹤0.01% 2342
2017
Q1 		$94K Hold
10,000
– – ﹤0.01% 2306
2016
Q4 		$66K Sell
10,000
-9,100
-48% -$67.3K ﹤0.01% 2289
2016
Q3 		$205K Buy
19,100
+1,500
+9% +$21.1K ﹤0.01% 2457
2016
Q2 		$322K Buy
+17,600
New +$339K ﹤0.01% 2195

Other funds holding STGW

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
ADW Capital Management Miami Beach, Florida $257M AUM 11.22% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS AM's STGW Position: Q1 2026 in Review

UBS AM increased its Stagwell (STGW) stake by 10% in Q1 2026, buying an estimated $109K and bringing the position to 213,451 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

UBS AM first reported a position in STGW in Q2 2016 and has held it in 28 quarters since. The position peaked at $2.01M in Q4 2024. 183 funds tracked by Wall St. Rank hold STGW as of Q1 2026.

  • UBS AM held 213,451 shares of Stagwell worth $1.34M as of Q1 2026.
  • UBS AM bought 19,442 Stagwell shares in Q1 2026, an estimated $109K.
  • Stagwell made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2221 holding.
  • UBS AM first reported a position in Stagwell in Q2 2016 and has held it in 28 quarters since.
  • UBS AM's Stagwell position peaked at $2.01M in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Stagwell as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.