UBS Group
SAM icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group's SAM Position: Q1 2026 in Review

UBS Group increased its Boston Beer (SAM) stake by 0.91% in Q1 2026, buying an estimated $443K and bringing the position to 218,604 shares worth $50.4M. The position accounts for 0.01% of the portfolio, ranked #1629.

UBS Group first reported a position in SAM in Q4 2014 and has held it in 46 quarters since. The position peaked at $58.5M in Q4 2021. 366 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • UBS Group held 218,604 shares of Boston Beer worth $50.4M as of Q1 2026.
  • UBS Group bought 1,970 Boston Beer shares in Q1 2026, an estimated $443K.
  • Boston Beer made up 0.01% of UBS Group's portfolio in Q1 2026, its #1629 holding.
  • UBS Group first reported a position in Boston Beer in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Boston Beer position peaked at $58.5M in Q4 2021.
  • 366 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

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