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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group's SF Position: Q2 2026 in Review

UBS Group increased its Stifel (SF) stake by 32% in Q2 2026, buying an estimated $18.5M and bringing the position to 1,032,580 shares worth $72M. The position accounts for 0.01% of the portfolio, ranked #1388.

UBS Group first reported a position in SF in Q4 2014 and has held it in 47 quarters since. 595 funds tracked by Wall St. Rank hold SF as of Q2 2026.

UBS Group held 1,032,580 shares of Stifel worth $72M as of Q2 2026.
UBS Group bought 247,505 Stifel shares in Q2 2026, an estimated $18.5M.
Stifel made up 0.01% of UBS Group's portfolio in Q2 2026, its #1388 holding.
UBS Group first reported a position in Stifel in Q4 2014 and has held it in 47 quarters since.
595 funds tracked by Wall St. Rank held Stifel as of Q2 2026.

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