UBS Group
SMTC icon

UBS Group’s Semtech SMTC Stock Holding History

UBS Group’s Portfolio SMTC Stock Details SMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$68.6M Buy
891,661
+290,537
+48% +$23.9M 0.01% 1338
2025
Q4 		$44.3M Buy
601,124
+205,214
+52% +$14.6M 0.01% 1737
2025
Q3 		$28.3M Sell
395,910
-205,744
-34% -$11.2M ﹤0.01% 2194
2025
Q2 		$27.2M Sell
601,654
-199,450
-25% -$7.1M ﹤0.01% 2068
2025
Q1 		$27.6M Buy
801,104
+475,179
+146% +$23.4M 0.01% 2039
2024
Q4 		$20.2M Buy
325,925
+249,529
+327% +$13.2M ﹤0.01% 2310
2024
Q3 		$3.49M Sell
76,396
-10,200
-12% -$375K ﹤0.01% 3436
2024
Q2 		$2.59M Buy
86,596
+39,456
+84% +$1.38M ﹤0.01% 3497
2024
Q1 		$1.3M Sell
47,140
-3,532
-7% -$75.4K ﹤0.01% 4374
2023
Q4 		$1.11M Buy
50,672
+49,933
+6,757% +$926K ﹤0.01% 4411
2023
Q3 		$19K Sell
739
-202,027
-100% -$5.31M ﹤0.01% 6830
2023
Q2 		$5.16M Buy
202,766
+138,531
+216% +$2.99M ﹤0.01% 2560
2023
Q1 		$1.55M Buy
64,235
+11,687
+22% +$365K ﹤0.01% 3691
2022
Q4 		$1.51M Buy
52,548
+47,026
+852% +$1.33M ﹤0.01% 3672
2022
Q3 		$162K Sell
5,522
-803
-13% -$37.6K ﹤0.01% 5274
2022
Q2 		$348K Sell
6,325
-20,938
-77% -$1.26M ﹤0.01% 4546
2022
Q1 		$1.89M Sell
27,263
-35,463
-57% -$2.54M ﹤0.01% 3481
2021
Q4 		$5.58M Buy
62,726
+51,989
+484% +$4.43M ﹤0.01% 2712
2021
Q3 		$837K Buy
10,737
+2,869
+36% +$197K ﹤0.01% 4340
2021
Q2 		$541K Sell
7,868
-27,708
-78% -$1.83M ﹤0.01% 4663
2021
Q1 		$2.46M Sell
35,576
-3,981
-10% -$292K ﹤0.01% 3354
2020
Q4 		$2.85M Buy
39,557
+25,440
+180% +$1.63M ﹤0.01% 3034
2020
Q3 		$748K Sell
14,117
-5,848
-29% -$329K ﹤0.01% 3857
2020
Q2 		$1.04M Sell
19,965
-47,074
-70% -$2.2M ﹤0.01% 3473
2020
Q1 		$2.51M Sell
67,039
-68,499
-51% -$3.1M ﹤0.01% 2545
2019
Q4 		$7.17M Buy
135,538
+56,108
+71% +$2.81M ﹤0.01% 2247
2019
Q3 		$3.86M Buy
79,430
+55,125
+227% +$2.62M ﹤0.01% 2625
2019
Q2 		$1.17M Buy
24,305
+17,750
+271% +$862K ﹤0.01% 3626
2019
Q1 		$334K Sell
6,555
-33,159
-83% -$1.71M ﹤0.01% 4312
2018
Q4 		$1.82M Buy
39,714
+15,153
+62% +$721K ﹤0.01% 3126
2018
Q3 		$1.37M Buy
24,561
+1,887
+8% +$98.7K ﹤0.01% 3547
2018
Q2 		$1.07M Buy
22,674
+17,341
+325% +$777K ﹤0.01% 3733
2018
Q1 		$208K Sell
5,333
-26,022
-83% -$937K ﹤0.01% 4758
2017
Q4 		$1.07M Sell
31,355
-20,381
-39% -$763K ﹤0.01% 3727
2017
Q3 		$1.94M Sell
51,736
-4,073
-7% -$152K ﹤0.01% 3150
2017
Q2 		$2M Buy
55,809
+5,471
+11% +$192K ﹤0.01% 3013
2017
Q1 		$1.7M Sell
50,338
-35,893
-42% -$1.2M ﹤0.01% 3087
2016
Q4 		$2.72M Buy
86,231
+19,141
+29% +$536K ﹤0.01% 2632
2016
Q3 		$1.86M Buy
67,090
+25,482
+61% +$657K ﹤0.01% 2907
2016
Q2 		$993K Buy
41,608
+38,975
+1,480% +$885K ﹤0.01% 3385
2016
Q1 		$57K Sell
2,633
-2,594
-50% -$49.9K ﹤0.01% 5401
2015
Q4 		$99K Buy
5,227
+3,553
+212% +$65K ﹤0.01% 5223
2015
Q3 		$25K Buy
1,674
+67
+4% +$1.15K ﹤0.01% 6480
2015
Q2 		$32K Sell
1,607
-1,743
-52% -$40.6K ﹤0.01% 6419
2015
Q1 		$89K Sell
3,350
-10,593
-76% -$289K ﹤0.01% 5517
2014
Q4 		$384K Buy
+13,943
New +$356K ﹤0.01% 4424

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group's SMTC Position: Q1 2026 in Review

UBS Group increased its Semtech (SMTC) stake by 48% in Q1 2026, buying an estimated $23.9M and bringing the position to 891,661 shares worth $68.6M. The position accounts for 0.01% of the portfolio, ranked #1338.

UBS Group first reported a position in SMTC in Q4 2014 and has held it in 46 quarters since. 437 funds tracked by Wall St. Rank hold SMTC as of Q1 2026.

  • UBS Group held 891,661 shares of Semtech worth $68.6M as of Q1 2026.
  • UBS Group bought 290,537 Semtech shares in Q1 2026, an estimated $23.9M.
  • Semtech made up 0.01% of UBS Group's portfolio in Q1 2026, its #1338 holding.
  • UBS Group first reported a position in Semtech in Q4 2014 and has held it in 46 quarters since.
  • 437 funds tracked by Wall St. Rank held Semtech as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.