UBS Group
SNEX icon

UBS Group’s StoneX SNEX Stock Holding History

UBS Group’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-506,250
Closed -$3.83M – 8074
2017
Q3 		$3.83M Hold
506,250
– – ﹤0.01% 2485
2017
Q2 		$3.78M Hold
506,250
– – ﹤0.01% 2407
2017
Q1 		$3.8M Hold
506,250
– – ﹤0.01% 2334
2016
Q4 		$3.96M Buy
+506,250
New +$3.93M ﹤0.01% 2312

Other funds holding SNEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return

UBS Group's SNEX Position: Q1 2026 in Review

UBS Group increased its StoneX (SNEX) stake by 36% in Q1 2026, buying an estimated $7.55M and bringing the position to 561,276 shares worth $30.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2165.

UBS Group first reported a position in SNEX in Q4 2014 and has held it in 46 quarters since. 386 funds tracked by Wall St. Rank hold SNEX as of Q1 2026.

  • UBS Group held 561,276 shares of StoneX worth $30.2M as of Q1 2026.
  • UBS Group bought 149,413 StoneX shares in Q1 2026, an estimated $7.55M.
  • StoneX made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2165 holding.
  • UBS Group first reported a position in StoneX in Q4 2014 and has held it in 46 quarters since.
  • 386 funds tracked by Wall St. Rank held StoneX as of Q1 2026.

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