UBS Group
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UBS Group’s Silvercrest Asset Management SAMG Stock Holding History

UBS Group’s Portfolio SAMG Stock Details SAMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.7K Sell
1,091
-19,576
-95% -$290K ﹤0.01% 8157
2025
Q4 		$314K Buy
20,667
+14,196
+219% +$206K ﹤0.01% 6335
2025
Q3 		$102K Sell
6,471
-16,356
-72% -$267K ﹤0.01% 7115
2025
Q2 		$362K Buy
22,827
+10,712
+88% +$162K ﹤0.01% 6274
2025
Q1 		$198K Sell
12,115
-1,970
-14% -$35K ﹤0.01% 6568
2024
Q4 		$259K Buy
14,085
+1,292
+10% +$22.9K ﹤0.01% 6301
2024
Q3 		$221K Buy
12,793
+2,041
+19% +$32.9K ﹤0.01% 5798
2024
Q2 		$168K Sell
10,752
-5,626
-34% -$84.7K ﹤0.01% 5788
2024
Q1 		$259K Buy
16,378
+102
+0.6% +$1.67K ﹤0.01% 5676
2023
Q4 		$277K Buy
16,276
+5,545
+52% +$91.6K ﹤0.01% 5558
2023
Q3 		$170K Sell
10,731
-1,011
-9% -$19.5K ﹤0.01% 5471
2023
Q2 		$238K Buy
11,742
+2,577
+28% +$49.3K ﹤0.01% 5367
2023
Q1 		$167K Buy
9,165
+1
+0% +$18 ﹤0.01% 5530
2022
Q4 		$172K Buy
9,164
+1,605
+21% +$28.9K ﹤0.01% 5585
2022
Q3 		$124K Buy
7,559
+697
+10% +$12.4K ﹤0.01% 5516
2022
Q2 		$113K Sell
6,862
-1,828
-21% -$36.3K ﹤0.01% 5333
2022
Q1 		$177K Buy
8,690
+2,658
+44% +$47.5K ﹤0.01% 5460
2021
Q4 		$104K Sell
6,032
-47
-0.8% -$761 ﹤0.01% 6286
2021
Q3 		$95K Sell
6,079
-453
-7% -$7.13K ﹤0.01% 5868
2021
Q2 		$98K Buy
6,532
+4,745
+266% +$71.9K ﹤0.01% 5894
2021
Q1 		$26K Buy
1,787
+408
+30% +$6K ﹤0.01% 7136
2020
Q4 		$19K Buy
+1,379
New +$17.6K ﹤0.01% 6991
2020
Q3 		– Sell
-3,025
Closed -$38K – 8354
2020
Q2 		$38K Sell
3,025
-2,030
-40% -$21.5K ﹤0.01% 6100
2020
Q1 		$48K Sell
5,055
-5,722
-53% -$65.7K ﹤0.01% 5865
2019
Q4 		$136K Buy
10,777
+3,317
+44% +$41.8K ﹤0.01% 5841
2019
Q3 		$92K Buy
7,460
+4,596
+160% +$61.7K ﹤0.01% 5813
2019
Q2 		$40K Buy
+2,864
New +$40K ﹤0.01% 6103
2019
Q1 		– Sell
-4,714
Closed -$62K – 8101
2018
Q4 		$62K Buy
4,714
+2,721
+137% +$37.8K ﹤0.01% 5919
2018
Q3 		$28K Buy
1,993
+944
+90% +$15.2K ﹤0.01% 6589
2018
Q2 		$17K Buy
+1,049
New +$16.7K ﹤0.01% 6814
2018
Q1 		– Sell
-336
Closed -$5K – 8115
2017
Q4 		$5K Sell
336
-1,080
-76% -$16.5K ﹤0.01% 7392
2017
Q3 		$21K Buy
1,416
+653
+86% +$8.41K ﹤0.01% 6418
2017
Q2 		$10K Buy
763
+501
+191% +$6.53K ﹤0.01% 6776
2017
Q1 		$3K Sell
262
-1,268
-83% -$17.3K ﹤0.01% 7198
2016
Q4 		$20K Buy
1,530
+985
+181% +$12.3K ﹤0.01% 6521
2016
Q3 		$6K Buy
545
+350
+179% +$4.24K ﹤0.01% 7063
2016
Q2 		$2K Sell
195
-26,144
-99% -$328K ﹤0.01% 7442
2016
Q1 		$336K Buy
26,339
+24,817
+1,631% +$278K ﹤0.01% 4095
2015
Q4 		$18K Buy
+1,522
New +$17.8K ﹤0.01% 6862
2015
Q1 		– Sell
-1,454
Closed -$23K – 9293
2014
Q4 		$23K Buy
+1,454
New +$21.1K ﹤0.01% 7447

Other funds holding SAMG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group's SAMG Position: Q1 2026 in Review

UBS Group reduced its Silvercrest Asset Management (SAMG) stake by 95% in Q1 2026, selling an estimated $290K and leaving 1,091 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #8157.

UBS Group first reported a position in SAMG in Q4 2014 and has held it in 40 quarters since. The position peaked at $362K in Q2 2025. 94 funds tracked by Wall St. Rank hold SAMG as of Q1 2026.

  • UBS Group held 1,091 shares of Silvercrest Asset Management worth $14.7K as of Q1 2026.
  • UBS Group sold 19,576 Silvercrest Asset Management shares in Q1 2026, an estimated $290K.
  • Silvercrest Asset Management made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #8157 holding.
  • UBS Group first reported a position in Silvercrest Asset Management in Q4 2014 and has held it in 40 quarters since.
  • UBS Group's Silvercrest Asset Management position peaked at $362K in Q2 2025.
  • 94 funds tracked by Wall St. Rank held Silvercrest Asset Management as of Q1 2026.

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