UBS Group
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UBS Group’s Sonida Senior Living SNDA Stock Holding History

UBS Group’s Portfolio SNDA Stock Details SNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.93M Buy
59,927
+45,909
+328% +$1.54M ﹤0.01% 5005
2025
Q4 		$457K Buy
14,018
+8,867
+172% +$263K ﹤0.01% 6142
2025
Q3 		$143K Buy
5,151
+995
+24% +$25.5K ﹤0.01% 6882
2025
Q2 		$104K Sell
4,156
-29,976
-88% -$712K ﹤0.01% 7213
2025
Q1 		$795K Buy
34,132
+24,283
+247% +$576K ﹤0.01% 5476
2024
Q4 		$227K Buy
9,849
+5,601
+132% +$138K ﹤0.01% 6375
2024
Q3 		$114K Buy
4,248
+3,211
+310% +$92.1K ﹤0.01% 6261
2024
Q2 		$28.5K Buy
1,037
+940
+969% +$27.4K ﹤0.01% 7094
2024
Q1 		$2.77K Sell
97
-828
-90% -$12.4K ﹤0.01% 7832
2023
Q4 		$8.94K Buy
925
+779
+534% +$7.29K ﹤0.01% 7520
2023
Q3 		$1.31K Buy
+146
New +$1.34K ﹤0.01% 7990
2023
Q2 		– Sell
-91
Closed -$618 – 9579
2023
Q1 		$618 Sell
91
-1,102
-92% -$13.8K ﹤0.01% 8955
2022
Q4 		$14.9K Buy
1,193
+641
+116% +$9.63K ﹤0.01% 8033
2022
Q3 		$9K Sell
552
-570
-51% -$11.1K ﹤0.01% 8605
2022
Q2 		$24K Buy
1,122
+716
+176% +$19.8K ﹤0.01% 6660
2022
Q1 		$13K Buy
406
+344
+555% +$10.8K ﹤0.01% 8073
2021
Q4 		$2K Sell
62
-31
-33% -$941 ﹤0.01% 9827
2021
Q3 		$3K Buy
+93
New +$3.32K ﹤0.01% 8835
2021
Q1 		– Sell
-943
Closed -$12K – 9423
2020
Q4 		$12K Buy
943
+266
+39% +$3.05K ﹤0.01% 7354
2020
Q3 		$6K Buy
+677
New +$6.55K ﹤0.01% 7234
2020
Q2 		– Sell
-133
Closed -$1K – 8325
2020
Q1 		$1K Sell
133
-414
-76% -$14.1K ﹤0.01% 7799
2019
Q4 		$25K Buy
547
+409
+296% +$23.9K ﹤0.01% 6755
2019
Q3 		$9K Sell
138
-246
-64% -$17.2K ﹤0.01% 7225
2019
Q2 		$29K Buy
384
+246
+178% +$15.5K ﹤0.01% 6364
2019
Q1 		$8K Sell
138
-315
-70% -$28.5K ﹤0.01% 6953
2018
Q4 		$46K Buy
453
+92
+25% +$11.5K ﹤0.01% 6166
2018
Q3 		$51K Sell
361
-341
-49% -$46.3K ﹤0.01% 6150
2018
Q2 		$112K Sell
702
-80
-10% -$13.2K ﹤0.01% 5364
2018
Q1 		$126K Sell
782
-309
-28% -$54.9K ﹤0.01% 5085
2017
Q4 		$221K Sell
1,091
-122
-10% -$26.1K ﹤0.01% 4839
2017
Q3 		$229K Buy
1,213
+101
+9% +$19.8K ﹤0.01% 4759
2017
Q2 		$254K Sell
1,112
-51
-4% -$11K ﹤0.01% 4594
2017
Q1 		$245K Sell
1,163
-213
-15% -$50.6K ﹤0.01% 4529
2016
Q4 		$332K Sell
1,376
-991
-42% -$235K ﹤0.01% 4414
2016
Q3 		$597K Sell
2,367
-1,088
-31% -$288K ﹤0.01% 3794
2016
Q2 		$916K Sell
3,455
-287
-8% -$80.8K ﹤0.01% 3460
2016
Q1 		$1.04M Buy
3,742
+1,553
+71% +$405K ﹤0.01% 3219
2015
Q4 		$686K Buy
2,189
+129
+6% +$42.9K ﹤0.01% 3700
2015
Q3 		$619K Sell
2,060
-15
-0.7% -$4.95K ﹤0.01% 3720
2015
Q2 		$763K Buy
2,075
+166
+9% +$64.2K ﹤0.01% 3777
2015
Q1 		$743K Sell
1,909
-3
-0.2% -$1.1K ﹤0.01% 3825
2014
Q4 		$715K Buy
+1,912
New +$674K ﹤0.01% 3863

Other funds holding SNDA

CC
Conversant Capital Summit, New Jersey $745M AUM 20.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ICM
Irenic Capital Management New York $1.54B AUM 12.79% 1-Year Est. Return
HS
Hazelview Securities Toronto, Ontario, Canada $537M AUM 8.62% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
SCM
Solas Capital Management Darien, Connecticut $174M AUM 6.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CP
Clayton Partners Berkeley, California $138M AUM 38.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group's SNDA Position: Q1 2026 in Review

UBS Group increased its Sonida Senior Living (SNDA) stake by 328% in Q1 2026, buying an estimated $1.54M and bringing the position to 59,927 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #5005.

UBS Group first reported a position in SNDA in Q4 2014 and has held it in 42 quarters since. 229 funds tracked by Wall St. Rank hold SNDA as of Q1 2026.

  • UBS Group held 59,927 shares of Sonida Senior Living worth $1.93M as of Q1 2026.
  • UBS Group bought 45,909 Sonida Senior Living shares in Q1 2026, an estimated $1.54M.
  • Sonida Senior Living made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5005 holding.
  • UBS Group first reported a position in Sonida Senior Living in Q4 2014 and has held it in 42 quarters since.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q1 2026.

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