UBS AM
SVV icon

UBS AM’s Savers SVV Stock Holding History

UBS AM’s Portfolio SVV Stock Details SVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$500K Sell
49,518
-12,532
-20% -$109K ﹤0.01% 2545
2026
Q1 		$462K Buy
62,050
+12,976
+26% +$124K ﹤0.01% 2576
2025
Q4 		$458K Sell
49,074
-13,929
-22% -$143K ﹤0.01% 2338
2025
Q3 		$835K Sell
63,003
-25,556
-29% -$294K ﹤0.01% 2064
2025
Q2 		$903K Buy
88,559
+49,186
+125% +$481K ﹤0.01% 2410
2025
Q1 		$272K Buy
39,373
+15,434
+64% +$143K ﹤0.01% 2559
2024
Q4 		$245K Hold
23,939
– – ﹤0.01% 2626
2024
Q3 		$252K Buy
+23,939
New +$244K ﹤0.01% 2744

Other funds holding SVV

AM
Ares Management Los Angeles, California $2.29B AUM 0.27% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return

UBS AM's SVV Position: Q2 2026 in Review

UBS AM reduced its Savers (SVV) stake by 20% in Q2 2026, selling an estimated $109K and leaving 49,518 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #2545.

UBS AM first reported a position in SVV in Q3 2024 and has held it in 8 quarters since. The position peaked at $903K in Q2 2025. 150 funds tracked by Wall St. Rank hold SVV as of Q2 2026.

  • UBS AM held 49,518 shares of Savers worth $500K as of Q2 2026.
  • UBS AM sold 12,532 Savers shares in Q2 2026, an estimated $109K.
  • Savers made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2545 holding.
  • UBS AM first reported a position in Savers in Q3 2024 and has held it in 8 quarters since.
  • UBS AM's Savers position peaked at $903K in Q2 2025.
  • 150 funds tracked by Wall St. Rank held Savers as of Q2 2026.

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