UBS Group
SFGV

UBS Group’s Sequoia Global Value ETF SFGV Stock Holding History

UBS Group’s Portfolio SFGV Stock Details SFGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4,452
Closed -$130K – 10372
2025
Q2 		$130K Buy
4,452
+1,100
+33% +$30.7K ﹤0.01% 7022
2025
Q1 		$93.2K Buy
3,352
+602
+22% +$16.8K ﹤0.01% 7092
2024
Q4 		$75K Buy
+2,750
New +$78.4K ﹤0.01% 7051

Other funds holding SFGV

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

UBS Group's SFGV Position: Q3 2025 in Review

UBS Group sold out of Sequoia Global Value ETF (SFGV) in Q3 2025, closing a stake of 4,452 shares — an estimated $130K sold.

UBS Group first reported a position in SFGV in Q4 2024 and held it in 3 quarters. The position peaked at $130K in Q2 2025. 6 funds tracked by Wall St. Rank hold SFGV as of Q3 2025.

  • UBS Group reported no remaining Sequoia Global Value ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 4,452 Sequoia Global Value ETF shares in Q3 2025, an estimated $130K.
  • UBS Group first reported a position in Sequoia Global Value ETF in Q4 2024 and held it in 3 quarters.
  • UBS Group's Sequoia Global Value ETF position peaked at $130K in Q2 2025.
  • 6 funds tracked by Wall St. Rank held Sequoia Global Value ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.