UBS Group’s Stifel SF Stock Holding History

UBS Group’s Portfolio SF Stock Details SF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-6,300	Closed	-$108K	–	8006
2016 Q3	$108K	Buy	+6,300	New	+$101K	﹤0.01%	4946

Other funds holding SF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS Group's SF Position: Q1 2026 in Review

UBS Group increased its Stifel (SF) stake by 42% in Q1 2026, buying an estimated $18.5M and bringing the position to 785,075 shares worth $58M. The position accounts for 0.01% of the portfolio, ranked #1498.

UBS Group first reported a position in SF in Q4 2014 and has held it in 46 quarters since. The position peaked at $63.9M in Q3 2025. 631 funds tracked by Wall St. Rank hold SF as of Q1 2026.

UBS Group held 785,075 shares of Stifel worth $58M as of Q1 2026.
UBS Group bought 232,616 Stifel shares in Q1 2026, an estimated $18.5M.
Stifel made up 0.01% of UBS Group's portfolio in Q1 2026, its #1498 holding.
UBS Group first reported a position in Stifel in Q4 2014 and has held it in 46 quarters since.
UBS Group's Stifel position peaked at $63.9M in Q3 2025.
631 funds tracked by Wall St. Rank held Stifel as of Q1 2026.

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