UBS Group
SMAR

UBS Group’s Smartsheet Inc. SMAR Stock Holding History

UBS Group’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-21,400
Closed -$532K – 8273
2018
Q4 		$532K Buy
+21,400
New +$532K ﹤0.01% 4220

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UBS Group's SMAR Position: Q1 2025 in Review

UBS Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 7,709,022 shares — an estimated $432M sold.

UBS Group first reported a position in SMAR in Q2 2018 and held it in 27 quarters. The position peaked at $432M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • UBS Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 7,709,022 Smartsheet Inc. shares in Q1 2025, an estimated $432M.
  • UBS Group first reported a position in Smartsheet Inc. in Q2 2018 and held it in 27 quarters.
  • UBS Group's Smartsheet Inc. position peaked at $432M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.