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
2016
Q4 		– Sell
-1,333
Closed -$336K – 8015
2016
Q3 		$336K Sell
1,333
-354
-21% -$93.7K ﹤0.01% 4185
2016
Q2 		$447K Sell
1,687
-1,660
-50% -$467K ﹤0.01% 3980
2016
Q1 		$930K Buy
3,347
+2,014
+151% +$525K ﹤0.01% 3320
2015
Q4 		$417K Buy
+1,333
New +$444K ﹤0.01% 4102

Other funds holding SNDA

CC
Conversant Capital Summit, New Jersey $852M AUM 49.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ICM
Irenic Capital Management New York $2.08B AUM 19.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCM
Tyro Capital Management Miami, Florida $446M AUM 84.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

UBS Group's SNDA Position: Q2 2026 in Review

UBS Group increased its Sonida Senior Living (SNDA) stake by 66% in Q2 2026, buying an estimated $1.41M and bringing the position to 99,374 shares worth $4.05M. The position accounts for ﹤0.01% of the portfolio, ranked #4389.

UBS Group first reported a position in SNDA in Q4 2014 and has held it in 43 quarters since. 229 funds tracked by Wall St. Rank hold SNDA as of Q2 2026.

  • UBS Group held 99,374 shares of Sonida Senior Living worth $4.05M as of Q2 2026.
  • UBS Group bought 39,447 Sonida Senior Living shares in Q2 2026, an estimated $1.41M.
  • Sonida Senior Living made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4389 holding.
  • UBS Group first reported a position in Sonida Senior Living in Q4 2014 and has held it in 43 quarters since.
  • 229 funds tracked by Wall St. Rank held Sonida Senior Living as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.