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
2022
Q4 		– Sell
-6,800
Closed -$2.28M – 12012
2022
Q3 		$2.28M Buy
+6,800
New +$2.74M ﹤0.01% 3045
2021
Q4 		– Sell
-1,400
Closed -$906K – 11442
2021
Q3 		$906K Buy
+1,400
New +$812K ﹤0.01% 4277
2019
Q1 		– Sell
-8,800
Closed -$1.67M – 8639
2018
Q4 		$1.67M Buy
+8,800
New +$2.15M ﹤0.01% 3212

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.