UBS Group
GROW icon

UBS Group’s US Global Investors GROW Stock Holding History

UBS Group’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$233 Buy
+94
New +$281 ﹤0.01% 10013
2025
Q3 		– Sell
-581
Closed -$1.51K – 10537
2025
Q2 		$1.51K Buy
+581
New +$1.3K ﹤0.01% 9607
2024
Q4 		– Sell
-1,980
Closed -$5.11K – 10109
2024
Q3 		$5.11K Buy
1,980
+1,896
+2,257% +$4.91K ﹤0.01% 8087
2024
Q2 		$219 Sell
84
-239
-74% -$638 ﹤0.01% 9067
2024
Q1 		$898 Sell
323
-594
-65% -$1.61K ﹤0.01% 8315
2023
Q4 		$2.59K Buy
+917
New +$2.6K ﹤0.01% 8089
2023
Q3 		– Sell
-638
Closed -$1.95K – 9649
2023
Q2 		$1.95K Sell
638
-862
-57% -$2.4K ﹤0.01% 7831
2023
Q1 		$4K Buy
1,500
+63
+4% +$182 ﹤0.01% 8245
2022
Q4 		$4.15K Sell
1,437
-3,313
-70% -$9.48K ﹤0.01% 9374
2022
Q3 		$14K Buy
4,750
+2,673
+129% +$10.4K ﹤0.01% 7904
2022
Q2 		$9K Sell
2,077
-1,098
-35% -$5.34K ﹤0.01% 8132
2022
Q1 		$17K Buy
+3,175
New +$16.6K ﹤0.01% 7650
2021
Q3 		– Sell
-1,213
Closed -$8K – 9749
2021
Q2 		$8K Buy
+1,213
New +$8.64K ﹤0.01% 8241
2020
Q4 		– Sell
-5,870
Closed -$14K – 8526
2020
Q3 		$14K Buy
5,870
+4,757
+427% +$14.4K ﹤0.01% 6581
2020
Q2 		$2K Sell
1,113
-5,355
-83% -$9.7K ﹤0.01% 7628
2020
Q1 		$6K Buy
6,468
+6,046
+1,433% +$7.38K ﹤0.01% 7218
2019
Q4 		$1K Sell
422
-2,368
-85% -$3.82K ﹤0.01% 7942
2019
Q3 		$6K Sell
2,790
-635
-19% -$1.21K ﹤0.01% 7408
2019
Q2 		$6K Sell
3,425
-2,301
-40% -$2.77K ﹤0.01% 7310
2019
Q1 		$6K Buy
5,726
+1,648
+40% +$2.03K ﹤0.01% 7080
2018
Q4 		$4K Buy
4,078
+2,521
+162% +$3.25K ﹤0.01% 7629
2018
Q3 		$2K Sell
1,557
-3,714
-70% -$6.28K ﹤0.01% 7740
2018
Q2 		$9K Buy
5,271
+1,866
+55% +$4.55K ﹤0.01% 7190
2018
Q1 		$8K Buy
3,405
+405
+14% +$1.41K ﹤0.01% 7003
2017
Q4 		$12K Sell
3,000
-1,432
-32% -$4.85K ﹤0.01% 6905
2017
Q3 		$9K Buy
4,432
+2,432
+122% +$3.62K ﹤0.01% 6950
2017
Q2 		$3K Sell
2,000
-1,063
-35% -$1.52K ﹤0.01% 7287
2017
Q1 		$5K Buy
3,063
+635
+26% +$1.06K ﹤0.01% 6979
2016
Q4 		$4K Sell
2,428
-2,059
-46% -$3.15K ﹤0.01% 7321
2016
Q3 		$9K Buy
4,487
+2,487
+124% +$5.09K ﹤0.01% 6841
2016
Q2 		$3K Sell
2,000
-1,810
-48% -$3.16K ﹤0.01% 7327
2016
Q1 		$6K Sell
3,810
-2,518
-40% -$3.63K ﹤0.01% 6919
2015
Q4 		$7K Buy
6,328
+3,778
+148% +$5.15K ﹤0.01% 7510
2015
Q3 		$4K Sell
2,550
-1,675
-40% -$3.65K ﹤0.01% 7811
2015
Q2 		$12K Sell
4,225
-1,659
-28% -$4.97K ﹤0.01% 7309
2015
Q1 		$19K Buy
5,884
+3,334
+131% +$10.5K ﹤0.01% 7030
2014
Q4 		$8K Buy
+2,550
New +$7.71K ﹤0.01% 8579

Other funds holding GROW

GCM
Gator Capital Management Tampa, Florida $489M AUM 54.23% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

UBS Group's GROW Position: Q1 2026 in Review

UBS Group opened a new position in US Global Investors (GROW) in Q1 2026: 94 shares worth $233. The stake represents ﹤0.01% of the portfolio and ranks #10013 among its holdings. This is a return to the name: UBS Group previously reported a position in GROW as recently as Q2 2025.

UBS Group first reported a position in GROW in Q4 2014 and has held it in 37 quarters since. The position peaked at $19K in Q1 2015. 36 funds tracked by Wall St. Rank hold GROW as of Q1 2026.

  • UBS Group held 94 shares of US Global Investors worth $233 as of Q1 2026.
  • US Global Investors was a new UBS Group position in Q1 2026.
  • US Global Investors made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #10013 holding.
  • UBS Group first reported a position in US Global Investors in Q4 2014 and has held it in 37 quarters since.
  • UBS Group's US Global Investors position peaked at $19K in Q1 2015.
  • 36 funds tracked by Wall St. Rank held US Global Investors as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.