UBS Group
SIVB

UBS Group’s SVB Financial Group SIVB Stock Holding History

UBS Group’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-59,843
Closed -$13.8M – 11564
2022
Q4 		$13.8M Sell
59,843
-48,722
-45% -$12.1M 0.01% 1680
2022
Q3 		$36.5M Sell
108,565
-26,680
-20% -$10.7M 0.02% 880
2022
Q2 		$53.4M Buy
135,245
+71,317
+112% +$33.6M 0.02% 697
2022
Q1 		$35.8M Sell
63,928
-96,536
-60% -$58.6M 0.01% 1047
2021
Q4 		$109M Buy
160,464
+24,761
+18% +$17.4M 0.03% 561
2021
Q3 		$87.8M Sell
135,703
-32,572
-19% -$18.9M 0.03% 585
2021
Q2 		$93.6M Buy
168,275
+9,639
+6% +$5.35M 0.03% 544
2021
Q1 		$78.3M Buy
158,636
+12,405
+8% +$6.1M 0.03% 609
2020
Q4 		$56.7M Buy
146,231
+16,677
+13% +$5.4M 0.02% 729
2020
Q3 		$31.2M Buy
129,554
+14,288
+12% +$3.36M 0.01% 899
2020
Q2 		$24.8M Buy
115,266
+58,056
+101% +$11.2M 0.01% 966
2020
Q1 		$8.64M Sell
57,210
-16,914
-23% -$3.72M ﹤0.01% 1521
2019
Q4 		$18.6M Sell
74,124
-15,012
-17% -$3.41M 0.01% 1433
2019
Q3 		$18.6M Buy
89,136
+4,740
+6% +$993K 0.01% 1296
2019
Q2 		$19M Sell
84,396
-70,092
-45% -$16.2M 0.01% 1253
2019
Q1 		$34.4M Buy
154,488
+100,802
+188% +$23.5M 0.01% 836
2018
Q4 		$10.2M Sell
53,686
-73,312
-58% -$17.9M ﹤0.01% 1550
2018
Q3 		$39.5M Buy
126,998
+4,495
+4% +$1.42M 0.02% 796
2018
Q2 		$35.4M Sell
122,503
-55,103
-31% -$16.2M 0.02% 845
2018
Q1 		$42.6M Buy
177,606
+95,499
+116% +$24M 0.02% 707
2017
Q4 		$19.2M Buy
82,107
+11,871
+17% +$2.53M 0.01% 1231
2017
Q3 		$13.1M Sell
70,236
-19,612
-22% -$3.45M 0.01% 1395
2017
Q2 		$15.8M Buy
89,848
+35,174
+64% +$6.3M 0.01% 1191
2017
Q1 		$10.2M Sell
54,674
-15,365
-22% -$2.79M 0.01% 1480
2016
Q4 		$12M Buy
70,039
+10,950
+19% +$1.57M 0.01% 1359
2016
Q3 		$6.53M Buy
59,089
+18,826
+47% +$1.96M ﹤0.01% 1786
2016
Q2 		$3.83M Sell
40,263
-3,702
-8% -$379K ﹤0.01% 2193
2016
Q1 		$4.49M Sell
43,965
-1,617
-4% -$156K ﹤0.01% 1960
2015
Q4 		$5.42M Sell
45,582
-7,466
-14% -$926K ﹤0.01% 1890
2015
Q3 		$6.13M Sell
53,048
-27,981
-35% -$3.75M ﹤0.01% 1747
2015
Q2 		$11.7M Buy
81,029
+23,643
+41% +$3.2M 0.01% 1357
2015
Q1 		$7.29M Buy
57,386
+37,537
+189% +$4.49M 0.01% 1733
2014
Q4 		$2.3M Buy
+19,849
New +$2.17M ﹤0.01% 2767

Other funds holding SIVB

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

UBS Group's SIVB Position: Q1 2023 in Review

UBS Group sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 59,843 shares — an estimated $13.8M sold.

UBS Group first reported a position in SIVB in Q4 2014 and held it in 33 quarters. The position peaked at $109M in Q4 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • UBS Group reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • UBS Group sold 59,843 SVB Financial Group shares in Q1 2023, an estimated $13.8M.
  • UBS Group first reported a position in SVB Financial Group in Q4 2014 and held it in 33 quarters.
  • UBS Group's SVB Financial Group position peaked at $109M in Q4 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.