UBS Group
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UBS Group’s SB Financial Group SBFG Stock Holding History

UBS Group’s Portfolio SBFG Stock Details SBFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.4K Buy
1,019
+415
+69% +$8.8K ﹤0.01% 7888
2025
Q4 		$13.5K Sell
604
-1,615
-73% -$33.4K ﹤0.01% 8054
2025
Q3 		$42.8K Sell
2,219
-3,376
-60% -$68.7K ﹤0.01% 7675
2025
Q2 		$107K Buy
5,595
+4,681
+512% +$88.6K ﹤0.01% 7184
2025
Q1 		$19K Sell
914
-2,085
-70% -$44.4K ﹤0.01% 8266
2024
Q4 		$62.7K Buy
2,999
+2,757
+1,139% +$56.4K ﹤0.01% 7162
2024
Q3 		$4.98K Sell
242
-3,706
-94% -$60.8K ﹤0.01% 8105
2024
Q2 		$55.3K Buy
+3,948
New +$54.5K ﹤0.01% 6612
2023
Q2 		– Sell
-1,234
Closed -$17.4K – 9542
2023
Q1 		$17.4K Sell
1,234
-12,259
-91% -$195K ﹤0.01% 7180
2022
Q4 		$229K Buy
13,493
+1,038
+8% +$17.4K ﹤0.01% 5353
2022
Q3 		$210K Buy
12,455
+3,146
+34% +$54.3K ﹤0.01% 5043
2022
Q2 		$161K Buy
9,309
+1,434
+18% +$26.2K ﹤0.01% 5086
2022
Q1 		$157K Hold
7,875
– – ﹤0.01% 5554
2021
Q4 		$148K Sell
7,875
-826
-9% -$14.8K ﹤0.01% 5946
2021
Q3 		$150K Buy
8,701
+8,603
+8,779% +$149K ﹤0.01% 5539
2021
Q2 		$2K Sell
98
-2,851
-97% -$50.3K ﹤0.01% 8973
2021
Q1 		$51K Buy
2,949
+976
+49% +$17.1K ﹤0.01% 6524
2020
Q4 		$34K Sell
1,973
-1,910
-49% -$31K ﹤0.01% 6536
2020
Q3 		$50K Buy
3,883
+1,158
+42% +$15.3K ﹤0.01% 5653
2020
Q2 		$43K Buy
2,725
+1,830
+204% +$26.3K ﹤0.01% 5986
2020
Q1 		$9K Sell
895
-1,013
-53% -$16.8K ﹤0.01% 7010
2019
Q4 		$36K Buy
1,908
+1,443
+310% +$24.4K ﹤0.01% 6545
2019
Q3 		$7K Buy
+465
New +$7.24K ﹤0.01% 7349
2019
Q2 		– Sell
-2,204
Closed -$38K – 8116
2019
Q1 		$38K Buy
+2,204
New +$38.4K ﹤0.01% 5755
2018
Q3 		– Sell
-2,100
Closed -$41K – 8224
2018
Q2 		$41K Hold
2,100
– – ﹤0.01% 6144
2018
Q1 		$37K Sell
2,100
-2,100
-50% -$37.1K ﹤0.01% 5937
2017
Q4 		$74K Hold
4,200
– – ﹤0.01% 5568
2017
Q3 		$69K Hold
4,200
– – ﹤0.01% 5575
2017
Q2 		$68K Sell
4,200
-36
-0.8% -$589 ﹤0.01% 5442
2017
Q1 		$68K Sell
4,236
-5,202
-55% -$85.7K ﹤0.01% 5305
2016
Q4 		$144K Buy
9,438
+5,238
+125% +$70K ﹤0.01% 5021
2016
Q3 		$50K Sell
4,200
-411
-9% -$4.58K ﹤0.01% 5519
2016
Q2 		$48K Sell
4,611
-114
-2% -$1.16K ﹤0.01% 5553
2016
Q1 		$46K Sell
4,725
-341
-7% -$3.36K ﹤0.01% 5575
2015
Q4 		$54K Sell
5,066
-1,484
-23% -$15.3K ﹤0.01% 5749
2015
Q3 		$64K Buy
6,550
+1,825
+39% +$18.4K ﹤0.01% 5604
2015
Q2 		$48K Buy
+4,725
New +$49.2K ﹤0.01% 6043

Other funds holding SBFG

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Cutler Capital Management Worcester, Massachusetts $370M AUM 15.34% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SVBP
Strategic Value Bank Partners Cleveland, Ohio $186M AUM 18.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group's SBFG Position: Q1 2026 in Review

UBS Group increased its SB Financial Group (SBFG) stake by 69% in Q1 2026, buying an estimated $8.8K and bringing the position to 1,019 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #7888.

UBS Group first reported a position in SBFG in Q2 2015 and has held it in 37 quarters since. The position peaked at $229K in Q4 2022. 77 funds tracked by Wall St. Rank hold SBFG as of Q1 2026.

  • UBS Group held 1,019 shares of SB Financial Group worth $21.4K as of Q1 2026.
  • UBS Group bought 415 SB Financial Group shares in Q1 2026, an estimated $8.8K.
  • SB Financial Group made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7888 holding.
  • UBS Group first reported a position in SB Financial Group in Q2 2015 and has held it in 37 quarters since.
  • UBS Group's SB Financial Group position peaked at $229K in Q4 2022.
  • 77 funds tracked by Wall St. Rank held SB Financial Group as of Q1 2026.

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