UBS Group
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UBS Group’s Sweetgreen SG Stock Holding History

UBS Group’s Portfolio SG Stock Details SG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-20,000
Closed -$370K – 11098
2022
Q3 		$370K Buy
+20,000
New +$341K ﹤0.01% 4593
2022
Q1 		– Sell
-31,700
Closed -$1.01M – 10823
2021
Q4 		$1.01M Buy
+31,700
New +$1.07M ﹤0.01% 4387

Other funds holding SG

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM
Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UBS Group's SG Position: Q2 2026 in Review

UBS Group reduced its Sweetgreen (SG) stake by 18% in Q2 2026, selling an estimated $2.59M and leaving 1,589,892 shares worth $14M. The position accounts for ﹤0.01% of the portfolio, ranked #3068.

UBS Group first reported a position in SG in Q4 2021 and has held it in 19 quarters since. The position peaked at $18.9M in Q2 2025. 236 funds tracked by Wall St. Rank hold SG as of Q2 2026.

  • UBS Group held 1,589,892 shares of Sweetgreen worth $14M as of Q2 2026.
  • UBS Group sold 339,533 Sweetgreen shares in Q2 2026, an estimated $2.59M.
  • Sweetgreen made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3068 holding.
  • UBS Group first reported a position in Sweetgreen in Q4 2021 and has held it in 19 quarters since.
  • UBS Group's Sweetgreen position peaked at $18.9M in Q2 2025.
  • 236 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

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