UBS Group
SBH icon

UBS Group’s Sally Beauty Holdings SBH Stock Holding History

UBS Group’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-700,000
Closed -$8.76M – 10276
2022
Q4 		$8.76M Buy
+700,000
New +$8.6M ﹤0.01% 2017
2019
Q3 		– Sell
-385,000
Closed -$5.14M – 8221
2019
Q2 		$5.14M Buy
+385,000
New +$6.29M ﹤0.01% 2307

Other funds holding SBH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

UBS Group's SBH Position: Q1 2026 in Review

UBS Group reduced its Sally Beauty Holdings (SBH) stake by 15% in Q1 2026, selling an estimated $1.96M and leaving 735,465 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3327.

UBS Group first reported a position in SBH in Q4 2014 and has held it in 46 quarters since. The position peaked at $23.7M in Q2 2025. 262 funds tracked by Wall St. Rank hold SBH as of Q1 2026.

  • UBS Group held 735,465 shares of Sally Beauty Holdings worth $10.2M as of Q1 2026.
  • UBS Group sold 128,678 Sally Beauty Holdings shares in Q1 2026, an estimated $1.96M.
  • Sally Beauty Holdings made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3327 holding.
  • UBS Group first reported a position in Sally Beauty Holdings in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Sally Beauty Holdings position peaked at $23.7M in Q2 2025.
  • 262 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2026.

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