UBS Group
SOMN

UBS Group’s The Southern Company 2025 Series A Corp Units SOMN Stock Holding History

UBS Group’s Portfolio SOMN Stock Details SOMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$733K Sell
14,729
-5,479
-27% -$278K ﹤0.01% 5973
2026
Q1 		$1.04M Sell
20,208
-77,424
-79% -$3.99M ﹤0.01% 5529
2025
Q4 		$4.92M Buy
+97,632
New +$4.84M ﹤0.01% 4047

Other funds holding SOMN

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PSC
Portman Square Capital London, United Kingdom $2.11B AUM 19.71% 1-Year Est. Return
ACM
Advent Capital Management New York $4.46B AUM 0.73% 1-Year Est. Return

UBS Group's SOMN Position: Q2 2026 in Review

UBS Group reduced its The Southern Company 2025 Series A Corp Units (SOMN) stake by 27% in Q2 2026, selling an estimated $278K and leaving 14,729 shares worth $733K. The position accounts for ﹤0.01% of the portfolio, ranked #5973.

UBS Group first reported a position in SOMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.92M in Q4 2025. 49 funds tracked by Wall St. Rank hold SOMN as of Q2 2026.

  • UBS Group held 14,729 shares of The Southern Company 2025 Series A Corp Units worth $733K as of Q2 2026.
  • UBS Group sold 5,479 The Southern Company 2025 Series A Corp Units shares in Q2 2026, an estimated $278K.
  • The Southern Company 2025 Series A Corp Units made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5973 holding.
  • UBS Group first reported a position in The Southern Company 2025 Series A Corp Units in Q4 2025 and has held it in 3 quarters since.
  • UBS Group's The Southern Company 2025 Series A Corp Units position peaked at $4.92M in Q4 2025.
  • 49 funds tracked by Wall St. Rank held The Southern Company 2025 Series A Corp Units as of Q2 2026.

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