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 $6.73T AUM 46.02% 1-Year Est. Return

MSD Capital New York $102M AUM 2.45% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group's SAFE Position: Q2 2026 in Review

UBS Group reduced its Safehold (SAFE) stake by 27% in Q2 2026, selling an estimated $401K and leaving 73,292 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #5606.

UBS Group first reported a position in SAFE in Q4 2014 and has held it in 47 quarters since. The position peaked at $134M in Q1 2021. 215 funds tracked by Wall St. Rank hold SAFE as of Q2 2026.

UBS Group held 73,292 shares of Safehold worth $1.15M as of Q2 2026.
UBS Group sold 26,471 Safehold shares in Q2 2026, an estimated $401K.
Safehold made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5606 holding.
UBS Group first reported a position in Safehold in Q4 2014 and has held it in 47 quarters since.
UBS Group's Safehold position peaked at $134M in Q1 2021.
215 funds tracked by Wall St. Rank held Safehold as of Q2 2026.

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