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
2026
Q2 		$3.44K Buy
+98
New +$3.39K ﹤0.01% 9192
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
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
FFG
Forum Finance Group Geneva $278M AUM
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group's SFGV Position: Q2 2026 in Review

UBS Group opened a new position in Sequoia Global Value ETF (SFGV) in Q2 2026: 98 shares worth $3.44K. The stake represents ﹤0.01% of the portfolio and ranks #9192 among its holdings. This is a return to the name: UBS Group previously reported a position in SFGV as recently as Q2 2025.

UBS Group first reported a position in SFGV in Q4 2024 and has held it in 4 quarters since. The position peaked at $130K in Q2 2025. 11 funds tracked by Wall St. Rank hold SFGV as of Q2 2026.

  • UBS Group held 98 shares of Sequoia Global Value ETF worth $3.44K as of Q2 2026.
  • Sequoia Global Value ETF was a new UBS Group position in Q2 2026.
  • Sequoia Global Value ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9192 holding.
  • UBS Group first reported a position in Sequoia Global Value ETF in Q4 2024 and has held it in 4 quarters since.
  • UBS Group's Sequoia Global Value ETF position peaked at $130K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Sequoia Global Value ETF as of Q2 2026.

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