UBS Group
SPFI icon

UBS Group’s South Plains Financial SPFI Stock Holding History

UBS Group’s Portfolio SPFI Stock Details SPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$852K Sell
20,325
-403
-2% -$16.6K ﹤0.01% 5672
2025
Q4 		$804K Buy
20,728
+9,377
+83% +$359K ﹤0.01% 5762
2025
Q3 		$439K Buy
11,351
+2,486
+28% +$97K ﹤0.01% 6195
2025
Q2 		$319K Buy
8,865
+304
+4% +$10.5K ﹤0.01% 6392
2025
Q1 		$284K Sell
8,561
-18,387
-68% -$633K ﹤0.01% 6297
2024
Q4 		$936K Buy
26,948
+18,700
+227% +$678K ﹤0.01% 5352
2024
Q3 		$280K Buy
8,248
+2,000
+32% +$63.8K ﹤0.01% 5623
2024
Q2 		$169K Sell
6,248
-6,905
-52% -$182K ﹤0.01% 5783
2024
Q1 		$352K Sell
13,153
-1,630
-11% -$43.7K ﹤0.01% 5458
2023
Q4 		$428K Buy
14,783
+6,338
+75% +$172K ﹤0.01% 5224
2023
Q3 		$223K Buy
8,445
+56
+0.7% +$1.45K ﹤0.01% 5292
2023
Q2 		$189K Buy
8,389
+4,391
+110% +$95.2K ﹤0.01% 5518
2023
Q1 		$85.6K Buy
3,998
+320
+9% +$8.34K ﹤0.01% 6034
2022
Q4 		$101K Buy
+3,678
New +$109K ﹤0.01% 6086
2022
Q3 		– Sell
-399
Closed -$10K – 10878
2022
Q2 		$10K Sell
399
-2,309
-85% -$56.5K ﹤0.01% 7997
2022
Q1 		$72K Sell
2,708
-1,842
-40% -$52.1K ﹤0.01% 6154
2021
Q4 		$127K Buy
4,550
+4,503
+9,581% +$117K ﹤0.01% 6086
2021
Q3 		$1K Sell
47
-632
-93% -$14.7K ﹤0.01% 9240
2021
Q2 		$16K Sell
679
-2,203
-76% -$50.6K ﹤0.01% 7588
2021
Q1 		$65K Buy
2,882
+495
+21% +$10.3K ﹤0.01% 6296
2020
Q4 		$45K Buy
2,387
+1,672
+234% +$27.9K ﹤0.01% 6283
2020
Q3 		$9K Sell
715
-2,916
-80% -$40.3K ﹤0.01% 6948
2020
Q2 		$52K Sell
3,631
-2,269
-38% -$29.6K ﹤0.01% 5824
2020
Q1 		$91K Sell
5,900
-6,596
-53% -$127K ﹤0.01% 5368
2019
Q4 		$261K Buy
12,496
+8,342
+201% +$151K ﹤0.01% 5406
2019
Q3 		$68K Buy
4,154
+1,800
+76% +$30.2K ﹤0.01% 6007
2019
Q2 		$39K Buy
+2,354
New +$41.6K ﹤0.01% 6123

Other funds holding SPFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

UBS Group's SPFI Position: Q1 2026 in Review

UBS Group reduced its South Plains Financial (SPFI) stake by 1.9% in Q1 2026, selling an estimated $16.6K and leaving 20,325 shares worth $852K. The position accounts for ﹤0.01% of the portfolio, ranked #5672.

UBS Group first reported a position in SPFI in Q2 2019 and has held it in 27 quarters since. The position peaked at $936K in Q4 2024. 143 funds tracked by Wall St. Rank hold SPFI as of Q1 2026.

  • UBS Group held 20,325 shares of South Plains Financial worth $852K as of Q1 2026.
  • UBS Group sold 403 South Plains Financial shares in Q1 2026, an estimated $16.6K.
  • South Plains Financial made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5672 holding.
  • UBS Group first reported a position in South Plains Financial in Q2 2019 and has held it in 27 quarters since.
  • UBS Group's South Plains Financial position peaked at $936K in Q4 2024.
  • 143 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2026.

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