UBS Group
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UBS Group’s F/m Accumulator Ultrashort Treasury Fund SGVA Stock Holding History

UBS Group’s Portfolio SGVA Stock Details SGVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$505 Buy
+5
New +$503 ﹤0.01% 10601

Other funds holding SGVA

Sugar Maple Asset Management
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
Everest Management Corp
Everest Management Corp Cupertino, California $307M AUM 22.74% 1-Year Est. Return
DHJJ Financial Advisors
DHJJ Financial Advisors Naperville, Illinois $349M AUM 14.55% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

UBS Group's SGVA Position: Q3 2026 in Review

UBS Group opened a new position in F/m Accumulator Ultrashort Treasury Fund (SGVA) in Q3 2026: 5 shares worth $505. The stake represents ﹤0.01% of the portfolio and ranks #10601 among its holdings.

6 funds tracked by Wall St. Rank hold SGVA as of Q3 2026.

  • UBS Group held 5 shares of F/m Accumulator Ultrashort Treasury Fund worth $505 as of Q3 2026.
  • F/m Accumulator Ultrashort Treasury Fund was a new UBS Group position in Q3 2026.
  • F/m Accumulator Ultrashort Treasury Fund made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #10601 holding.
  • 6 funds tracked by Wall St. Rank held F/m Accumulator Ultrashort Treasury Fund as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.