UBS Group’s Siebert Financial SIEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $308K | Buy |
160,593
+73,299
| +84% | +$184K | ﹤0.01% | 6384 |
|
|
2025
Q4 | $306K | Sell |
87,294
-135,834
| -61% | -$431K | ﹤0.01% | 6353 |
|
|
2025
Q3 | $652K | Sell |
223,128
-42,059
| -16% | -$145K | ﹤0.01% | 5900 |
|
|
2025
Q2 | $1.17M | Buy |
265,187
+264,782
| +65,378% | +$1.07M | ﹤0.01% | 5302 |
|
|
2025
Q1 | $1.22K | Sell |
405
-2,005
| -83% | -$5.53K | ﹤0.01% | 9552 |
|
|
2024
Q4 | $7.62K | Buy |
+2,410
| New | +$6.53K | ﹤0.01% | 8465 |
|
|
2024
Q1 | – | Sell |
-7,928
| Closed | -$13.3K | – | 9951 |
|
|
2023
Q4 | $13.3K | Buy |
7,928
+7,773
| +5,015% | +$13.7K | ﹤0.01% | 7316 |
|
|
2023
Q3 | $302 | Buy |
+155
| New | +$345 | ﹤0.01% | 8605 |
|
|
2022
Q1 | – | Sell |
-3,752
| Closed | -$9K | – | 10831 |
|
|
2021
Q4 | $9K | Buy |
3,752
+2,460
| +190% | +$7.1K | ﹤0.01% | 8923 |
|
|
2021
Q3 | $4K | Sell |
1,292
-2,207
| -63% | -$8.73K | ﹤0.01% | 8677 |
|
|
2021
Q2 | $17K | Sell |
3,499
-523
| -13% | -$2.16K | ﹤0.01% | 7521 |
|
|
2021
Q1 | $16K | Buy |
4,022
+412
| +11% | +$1.98K | ﹤0.01% | 7580 |
|
|
2020
Q4 | $15K | Buy |
3,610
+1,747
| +94% | +$6.73K | ﹤0.01% | 7175 |
|
|
2020
Q3 | $6K | Sell |
1,863
-2,038
| -52% | -$7.97K | ﹤0.01% | 7233 |
|
|
2020
Q2 | $20K | Sell |
3,901
-1,168
| -23% | -$7.37K | ﹤0.01% | 6562 |
|
|
2020
Q1 | $37K | Sell |
5,069
-6,214
| -55% | -$49.9K | ﹤0.01% | 6070 |
|
|
2019
Q4 | $98K | Buy |
11,283
+4,450
| +65% | +$42.6K | ﹤0.01% | 6026 |
|
|
2019
Q3 | $63K | Buy |
6,833
+4,888
| +251% | +$49.8K | ﹤0.01% | 6057 |
|
|
2019
Q2 | $18K | Buy |
+1,945
| New | +$19.4K | ﹤0.01% | 6694 |
|
|
2019
Q1 | – | Sell |
-2,723
| Closed | -$39K | – | 8114 |
|
|
2018
Q4 | $39K | Sell |
2,723
-457
| -14% | -$5.85K | ﹤0.01% | 6305 |
|
|
2018
Q3 | $47K | Buy |
3,180
+571
| +22% | +$8.43K | ﹤0.01% | 6205 |
|
|
2018
Q2 | $27K | Buy |
2,609
+1,606
| +160% | +$14.4K | ﹤0.01% | 6479 |
|
|
2018
Q1 | $8K | Sell |
1,003
-303
| -23% | -$2.99K | ﹤0.01% | 7014 |
|
|
2017
Q4 | $18K | Buy |
+1,306
| New | +$8.51K | ﹤0.01% | 6633 |
|
|
2016
Q4 | – | Sell |
-7,122
| Closed | -$10K | – | 8008 |
|
|
2016
Q3 | $10K | Buy |
7,122
+5,521
| +345% | +$7.38K | ﹤0.01% | 6791 |
|
|
2016
Q2 | $2K | Buy |
1,601
+1,550
| +3,039% | +$1.89K | ﹤0.01% | 7445 |
|
|
2016
Q1 | $0 | Buy |
+51
| New | +$63 | ﹤0.01% | 8103 |
|
|
2015
Q4 | – | Sell |
-2,948
| Closed | -$5K | – | 8545 |
|
|
2015
Q3 | $5K | Sell |
2,948
-1,434
| -33% | -$2.26K | ﹤0.01% | 7723 |
|
|
2015
Q2 | $8K | Buy |
+4,382
| New | +$7.45K | ﹤0.01% | 7620 |
|
Other funds holding SIEB
VCM
VFT
SO
VPM
BCM
UBS Group's SIEB Position: Q1 2026 in Review
UBS Group increased its Siebert Financial (SIEB) stake by 84% in Q1 2026, buying an estimated $184K and bringing the position to 160,593 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #6384.
UBS Group first reported a position in SIEB in Q2 2015 and has held it in 29 quarters since. The position peaked at $1.17M in Q2 2025. 55 funds tracked by Wall St. Rank hold SIEB as of Q1 2026.
- UBS Group held 160,593 shares of Siebert Financial worth $308K as of Q1 2026.
- UBS Group bought 73,299 Siebert Financial shares in Q1 2026, an estimated $184K.
- Siebert Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6384 holding.
- UBS Group first reported a position in Siebert Financial in Q2 2015 and has held it in 29 quarters since.
- UBS Group's Siebert Financial position peaked at $1.17M in Q2 2025.
- 55 funds tracked by Wall St. Rank held Siebert Financial as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.