UBS Group
SAR icon

UBS Group’s Saratoga Investment SAR Stock Holding History

UBS Group’s Portfolio SAR Stock Details SAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$597K Buy
27,280
+14,256
+109% +$328K ﹤0.01% 5956
2025
Q4 		$300K Buy
13,024
+12,064
+1,257% +$273K ﹤0.01% 6362
2025
Q3 		$23.4K Sell
960
-13,228
-93% -$330K ﹤0.01% 8053
2025
Q2 		$352K Buy
14,188
+13,212
+1,354% +$319K ﹤0.01% 6310
2025
Q1 		$24.7K Buy
976
+22
+2% +$547 ﹤0.01% 8088
2024
Q4 		$22.8K Buy
954
+33
+4% +$800 ﹤0.01% 7789
2024
Q3 		$21.4K Sell
921
-2
-0.2% -$46 ﹤0.01% 7332
2024
Q2 		$21K Sell
923
-1,863
-67% -$43.4K ﹤0.01% 7274
2024
Q1 		$64.6K Buy
2,786
+1,431
+106% +$33.6K ﹤0.01% 6395
2023
Q4 		$35K Sell
1,355
-2,797
-67% -$69.9K ﹤0.01% 6754
2023
Q3 		$107K Buy
4,152
+1,513
+57% +$39.8K ﹤0.01% 5792
2023
Q2 		$71.2K Buy
2,639
+1,510
+134% +$38.7K ﹤0.01% 6258
2023
Q1 		$28.5K Sell
1,129
-399
-26% -$10.5K ﹤0.01% 6835
2022
Q4 		$38.9K Sell
1,528
-2,667
-64% -$63.7K ﹤0.01% 6997
2022
Q3 		$87K Sell
4,195
-777
-16% -$18.7K ﹤0.01% 5826
2022
Q2 		$120K Sell
4,972
-838
-14% -$21.7K ﹤0.01% 5288
2022
Q1 		$158K Buy
5,810
+1,783
+44% +$49K ﹤0.01% 5549
2021
Q4 		$118K Buy
4,027
+150
+4% +$4.36K ﹤0.01% 6152
2021
Q3 		$111K Sell
3,877
-13,644
-78% -$377K ﹤0.01% 5768
2021
Q2 		$470K Buy
17,521
+5,480
+46% +$140K ﹤0.01% 4775
2021
Q1 		$305K Sell
12,041
-379
-3% -$8.77K ﹤0.01% 5197
2020
Q4 		$259K Sell
12,420
-9,826
-44% -$197K ﹤0.01% 5075
2020
Q3 		$373K Sell
22,246
-6,429
-22% -$110K ﹤0.01% 4389
2020
Q2 		$453K Buy
28,675
+150
+0.5% +$2.21K ﹤0.01% 4229
2020
Q1 		$328K Sell
28,525
-108,236
-79% -$2.49M ﹤0.01% 4322
2019
Q4 		$3.41M Buy
136,761
+17,206
+14% +$432K ﹤0.01% 2986
2019
Q3 		$2.96M Buy
119,555
+17,505
+17% +$432K ﹤0.01% 2909
2019
Q2 		$2.52M Buy
102,050
+97,592
+2,189% +$2.39M ﹤0.01% 2939
2019
Q1 		$99K Buy
4,458
+1,009
+29% +$22.8K ﹤0.01% 5078
2018
Q4 		$69K Buy
3,449
+245
+8% +$5.31K ﹤0.01% 5844
2018
Q3 		$74K Buy
3,204
+2,404
+301% +$58.6K ﹤0.01% 5840
2018
Q2 		$22K Sell
800
-306
-28% -$6.81K ﹤0.01% 6639
2018
Q1 		$23K Sell
1,106
-6,241
-85% -$133K ﹤0.01% 6315
2017
Q4 		$165K Buy
7,347
+1,149
+19% +$25.5K ﹤0.01% 5049
2017
Q3 		$134K Sell
6,198
-1,183
-16% -$25K ﹤0.01% 5134
2017
Q2 		$154K Buy
7,381
+485
+7% +$10.5K ﹤0.01% 4911
2017
Q1 		$150K Buy
6,896
+1,078
+19% +$23.7K ﹤0.01% 4824
2016
Q4 		$120K Sell
5,818
-935
-14% -$17.7K ﹤0.01% 5166
2016
Q3 		$121K Buy
6,753
+6,435
+2,024% +$114K ﹤0.01% 4883
2016
Q2 		$5K Hold
318
– – ﹤0.01% 7132
2016
Q1 		$5K Sell
318
-1,058
-77% -$15.3K ﹤0.01% 7013
2015
Q4 		$21K Buy
+1,376
New +$21.5K ﹤0.01% 6716

Other funds holding SAR

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

UBS Group's SAR Position: Q1 2026 in Review

UBS Group increased its Saratoga Investment (SAR) stake by 109% in Q1 2026, buying an estimated $328K and bringing the position to 27,280 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #5956.

UBS Group first reported a position in SAR in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.41M in Q4 2019. 63 funds tracked by Wall St. Rank hold SAR as of Q1 2026.

  • UBS Group held 27,280 shares of Saratoga Investment worth $597K as of Q1 2026.
  • UBS Group bought 14,256 Saratoga Investment shares in Q1 2026, an estimated $328K.
  • Saratoga Investment made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5956 holding.
  • UBS Group first reported a position in Saratoga Investment in Q4 2015 and has held it in 42 quarters since.
  • UBS Group's Saratoga Investment position peaked at $3.41M in Q4 2019.
  • 63 funds tracked by Wall St. Rank held Saratoga Investment as of Q1 2026.

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