UBS Group’s Boston Beer SAM Stock Holding History

UBS Group’s Portfolio SAM Stock Details SAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$549K	Buy	+3,100	New	+$629K	﹤0.01%	6173
2026 Q1	–	Sell	-5,000	Closed	-$976K	–	11078
2025 Q4	$976K	Sell	5,000 -1,500	-23%	-$309K	﹤0.01%	5603
2025 Q3	$1.37M	Buy	+6,500	New	+$1.38M	﹤0.01%	5297
2025 Q2	–	Sell	-7,500	Closed	-$1.79M	–	10765
2025 Q1	$1.79M	Buy	+7,500	New	+$1.83M	﹤0.01%	4804
2024 Q4	–	Sell	-5,000	Closed	-$1.45M	–	10334
2024 Q3	$1.45M	Buy	+5,000	New	+$1.39M	﹤0.01%	4298
2024 Q2	–	Sell	-10,000	Closed	-$3.04M	–	10014
2024 Q1	$3.04M	Buy	+10,000	New	+$3.34M	﹤0.01%	3503
2023 Q1	–	Sell	-8,000	Closed	-$2.64M	–	10271
2022 Q4	$2.64M	Buy	+8,000	New	+$2.9M	﹤0.01%	3119

Other funds holding SAM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

GACM

Global Alpha Capital Management Montreal, Quebec, Canada $1.67B AUM 35.09% 1-Year Est. Return

UBS Group's SAM Position: Q2 2026 in Review

UBS Group increased its Boston Beer (SAM) stake by 99% in Q2 2026, buying an estimated $43.8M and bringing the position to 434,656 shares worth $76.9M. The position accounts for 0.01% of the portfolio, ranked #1330.

UBS Group first reported a position in SAM in Q4 2014 and has held it in 47 quarters since. 330 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

UBS Group held 434,656 shares of Boston Beer worth $76.9M as of Q2 2026.
UBS Group bought 216,052 Boston Beer shares in Q2 2026, an estimated $43.8M.
Boston Beer made up 0.01% of UBS Group's portfolio in Q2 2026, its #1330 holding.
UBS Group first reported a position in Boston Beer in Q4 2014 and has held it in 47 quarters since.
330 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

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