UBS Group
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UBS Group’s Sterling Capital Funds SCEC Stock Holding History

UBS Group’s Portfolio SCEC Stock Details SCEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$68.9K Buy
2,752
+2,111
+329% +$52.8K ﹤0.01% 7392
2026
Q1 		$16.1K Buy
+641
New +$16.2K ﹤0.01% 8086
2025
Q4 		– Sell
-54
Closed -$1.38K – 11492
2025
Q3 		$1.38K Sell
54
-151
-74% -$3.81K ﹤0.01% 9362
2025
Q2 		$5.18K Buy
+205
New +$5.12K ﹤0.01% 9201

Other funds holding SCEC

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Howard Bailey Securities
Howard Bailey Securities Fort Wayne, Indiana $259M AUM 9.88% 1-Year Est. Return
Montgomery Financial Services
Montgomery Financial Services Ocean City, Maryland $121M AUM
LifeWealth Investments
LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Global Wealth Management Investment Advisory
Global Wealth Management Investment Advisory Fort Lauderdale, Florida $728M AUM 15.12% 1-Year Est. Return
FWG Investments
FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return

UBS Group's SCEC Position: Q2 2026 in Review

UBS Group increased its Sterling Capital Funds (SCEC) stake by 329% in Q2 2026, buying an estimated $52.8K and bringing the position to 2,752 shares worth $68.9K. The position accounts for ﹤0.01% of the portfolio, ranked #7392.

UBS Group first reported a position in SCEC in Q2 2025 and has held it in 4 quarters since. 34 funds tracked by Wall St. Rank hold SCEC as of Q2 2026.

  • UBS Group held 2,752 shares of Sterling Capital Funds worth $68.9K as of Q2 2026.
  • UBS Group bought 2,111 Sterling Capital Funds shares in Q2 2026, an estimated $52.8K.
  • Sterling Capital Funds made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7392 holding.
  • UBS Group first reported a position in Sterling Capital Funds in Q2 2025 and has held it in 4 quarters since.
  • 34 funds tracked by Wall St. Rank held Sterling Capital Funds as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.