UBS Group
SOBO

UBS Group’s South Bow Corp SOBO Stock Holding History

UBS Group’s Portfolio SOBO Stock Details SOBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.28M Buy
263,468
+93,750
+55% +$3.3M ﹤0.01% 3524
2026
Q1 		$5.66M Buy
169,718
+44,354
+35% +$1.35M ﹤0.01% 3951
2025
Q4 		$3.44M Buy
125,364
+7,384
+6% +$201K ﹤0.01% 4403
2025
Q3 		$3.34M Sell
117,980
-77,878
-40% -$2.12M ﹤0.01% 4458
2025
Q2 		$5.07M Sell
195,858
-81,603
-29% -$2.08M ﹤0.01% 3861
2025
Q1 		$7.08M Buy
277,461
+144,079
+108% +$3.6M ﹤0.01% 3423
2024
Q4 		$3.14M Buy
+133,382
New +$3.27M ﹤0.01% 4281

Other funds holding SOBO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS Group's SOBO Position: Q2 2026 in Review

UBS Group increased its South Bow Corp (SOBO) stake by 55% in Q2 2026, buying an estimated $3.3M and bringing the position to 263,468 shares worth $9.28M. The position accounts for ﹤0.01% of the portfolio, ranked #3524.

UBS Group first reported a position in SOBO in Q4 2024 and has held it in 7 quarters since. 303 funds tracked by Wall St. Rank hold SOBO as of Q2 2026.

  • UBS Group held 263,468 shares of South Bow Corp worth $9.28M as of Q2 2026.
  • UBS Group bought 93,750 South Bow Corp shares in Q2 2026, an estimated $3.3M.
  • South Bow Corp made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3524 holding.
  • UBS Group first reported a position in South Bow Corp in Q4 2024 and has held it in 7 quarters since.
  • 303 funds tracked by Wall St. Rank held South Bow Corp as of Q2 2026.

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