UBS Group’s Safehold SAFE Stock Holding History

UBS Group’s Portfolio SAFE Stock Details SAFE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-62	Closed	-$4K	–	9292
2014 Q4	$4K	Buy	+62	New	+$4.13K	﹤0.01%	9123

Other funds holding SAFE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group's SAFE Position: Q1 2026 in Review

UBS Group increased its Safehold (SAFE) stake by 0.75% in Q1 2026, buying an estimated $11.1K and bringing the position to 99,763 shares worth $1.35M. The position accounts for ﹤0.01% of the portfolio, ranked #5308.

UBS Group first reported a position in SAFE in Q4 2014 and has held it in 46 quarters since. The position peaked at $134M in Q1 2021. 216 funds tracked by Wall St. Rank hold SAFE as of Q1 2026.

UBS Group held 99,763 shares of Safehold worth $1.35M as of Q1 2026.
UBS Group bought 747 Safehold shares in Q1 2026, an estimated $11.1K.
Safehold made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5308 holding.
UBS Group first reported a position in Safehold in Q4 2014 and has held it in 46 quarters since.
UBS Group's Safehold position peaked at $134M in Q1 2021.
216 funds tracked by Wall St. Rank held Safehold as of Q1 2026.

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