UBS Group’s Simon Property Group SPG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$309M Sell
1,380,583
-66,675
-5% -$13.7M 0.04% 459
2026
Q1
$270M Buy
1,447,258
+57,786
+4% +$11M 0.04% 477
2025
Q4
$257M Sell
1,389,472
-961,095
-41% -$175M 0.04% 457
2025
Q3
$441M Buy
2,350,567
+1,187,772
+102% +$205M 0.07% 270
2025
Q2
$187M Sell
1,162,795
-58,167
-5% -$9.19M 0.03% 565
2025
Q1
$203M Buy
1,220,962
+184,179
+18% +$32.2M 0.04% 495
2024
Q4
$179M Sell
1,036,783
-198,046
-16% -$34.8M 0.03% 569
2024
Q3
$209M Buy
1,234,829
+292,824
+31% +$46.4M 0.05% 393
2024
Q2
$143M Sell
942,005
-92,318
-9% -$13.6M 0.04% 473
2024
Q1
$162M Buy
1,034,323
+463,726
+81% +$68M 0.04% 428
2023
Q4
$81.4M Buy
570,597
+10,353
+2% +$1.25M 0.02% 685
2023
Q3
$60.5M Sell
560,244
-39,197
-7% -$4.59M 0.02% 729
2023
Q2
$69.2M Buy
599,441
+167,434
+39% +$18.2M 0.02% 657
2023
Q1
$48.4M Buy
432,007
+7,760
+2% +$927K 0.02% 794
2022
Q4
$49.8M Buy
424,247
+54,944
+15% +$6.11M 0.02% 803
2022
Q3
$33.1M Sell
369,303
-154,272
-29% -$15.8M 0.01% 942
2022
Q2
$49.7M Buy
523,575
+21,673
+4% +$2.48M 0.02% 740
2022
Q1
$66M Sell
501,902
-121,665
-20% -$17.3M 0.02% 704
2021
Q4
$99.6M Sell
623,567
-178,402
-22% -$27.2M 0.03% 602
2021
Q3
$104M Buy
801,969
+246,114
+44% +$32M 0.03% 519
2021
Q2
$72.5M Sell
555,855
-89,203
-14% -$11.1M 0.02% 650
2021
Q1
$73.4M Buy
645,058
+420,460
+187% +$43.9M 0.02% 640
2020
Q4
$19.2M Sell
224,598
-479,800
-68% -$36.6M 0.01% 1374
2020
Q3
$45.6M Buy
704,398
+262,989
+60% +$17.2M 0.02% 694
2020
Q2
$30.2M Sell
441,409
-173,094
-28% -$10.9M 0.01% 845
2020
Q1
$33.7M Sell
614,503
-39,740
-6% -$4.75M 0.02% 719
2019
Q4
$97.5M Buy
654,243
+313,400
+92% +$47M 0.03% 456
2019
Q3
$53.1M Sell
340,843
-169,557
-33% -$26.4M 0.02% 667
2019
Q2
$81.5M Sell
510,400
-266,140
-34% -$45.8M 0.03% 467
2019
Q1
$141M Buy
776,540
+507,338
+188% +$90.2M 0.06% 292
2018
Q4
$45.2M Sell
269,202
-94,286
-26% -$16.9M 0.02% 634
2018
Q3
$64.2M Buy
363,488
+9,695
+3% +$1.71M 0.03% 562
2018
Q2
$60.2M Buy
353,793
+49,541
+16% +$7.88M 0.03% 564
2018
Q1
$47M Sell
304,252
-183,268
-38% -$29.2M 0.02% 671
2017
Q4
$83.7M Buy
487,520
+68,587
+16% +$11.1M 0.03% 464
2017
Q3
$67.5M Buy
418,933
+182,744
+77% +$29.2M 0.03% 489
2017
Q2
$38.2M Buy
236,189
+19,320
+9% +$3.15M 0.02% 697
2017
Q1
$37.3M Buy
216,869
+7,899
+4% +$1.41M 0.02% 677
2016
Q4
$37.1M Buy
208,970
+15,290
+8% +$2.84M 0.02% 675
2016
Q3
$40.1M Sell
193,680
-60,106
-24% -$13M 0.02% 606
2016
Q2
$55M Sell
253,786
-6,489
-2% -$1.32M 0.03% 471
2016
Q1
$54.1M Sell
260,275
-161,212
-38% -$31M 0.04% 441
2015
Q4
$82M Buy
421,487
+90,849
+27% +$17.6M 0.05% 360
2015
Q3
$60.7M Sell
330,638
-116,750
-26% -$21.4M 0.04% 407
2015
Q2
$77.4M Sell
447,388
-84,494
-16% -$15.5M 0.05% 373
2015
Q1
$104M Buy
531,882
+47,538
+10% +$9.21M 0.07% 294
2014
Q4
$88.2M Buy
+484,344
New +$85.9M 0.06% 322

Other funds holding SPG

UBS Group's SPG Position: Q2 2026 in Review

UBS Group reduced its Simon Property Group (SPG) stake by 4.6% in Q2 2026, selling an estimated $13.7M and leaving 1,380,583 shares worth $309M. The position accounts for 0.04% of the portfolio, ranked #459.

UBS Group first reported a position in SPG in Q4 2014 and has held it in 47 quarters since. The position peaked at $441M in Q3 2025. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • UBS Group held 1,380,583 shares of Simon Property Group worth $309M as of Q2 2026.
  • UBS Group sold 66,675 Simon Property Group shares in Q2 2026, an estimated $13.7M.
  • Simon Property Group made up 0.04% of UBS Group's portfolio in Q2 2026, its #459 holding.
  • UBS Group first reported a position in Simon Property Group in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Simon Property Group position peaked at $441M in Q3 2025.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

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