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
Q1 | $19.7M | Buy |
105,500
+24,900
| +31% | +$4.75M | ﹤0.01% | 2609 |
|
|
2025
Q4 | $14.9M | Buy |
80,600
+9,800
| +14% | +$1.78M | ﹤0.01% | 2887 |
|
|
2025
Q3 | $13.3M | Buy |
70,800
+34,900
| +97% | +$6.02M | ﹤0.01% | 2987 |
|
|
2025
Q2 | $5.77M | Sell |
35,900
-6,700
| -16% | -$1.06M | ﹤0.01% | 3725 |
|
|
2025
Q1 | $7.08M | Buy |
42,600
+5,900
| +16% | +$1.03M | ﹤0.01% | 3425 |
|
|
2024
Q4 | $6.32M | Buy |
36,700
+5,500
| +18% | +$965K | ﹤0.01% | 3567 |
|
|
2024
Q3 | $5.27M | Hold |
31,200
| – | – | ﹤0.01% | 3014 |
|
|
2024
Q2 | $4.74M | Buy |
31,200
+6,200
| +25% | +$913K | ﹤0.01% | 2922 |
|
|
2024
Q1 | $3.91M | Buy |
+25,000
| New | +$3.67M | ﹤0.01% | 3234 |
|
|
2023
Q2 | – | Sell |
-15,000
| Closed | -$1.68M | – | 9590 |
|
|
2023
Q1 | $1.68M | Buy |
+15,000
| New | +$1.79M | ﹤0.01% | 3610 |
|
|
2021
Q2 | – | Sell |
-5,000
| Closed | -$569K | – | 9789 |
|
|
2021
Q1 | $569K | Sell |
5,000
-81,700
| -94% | -$8.52M | ﹤0.01% | 4774 |
|
|
2020
Q4 | $7.39M | Sell |
86,700
-377,900
| -81% | -$28.9M | ﹤0.01% | 2102 |
|
|
2020
Q3 | $30.1M | Buy |
464,600
+410,900
| +765% | +$26.9M | 0.01% | 924 |
|
|
2020
Q2 | $3.67M | Buy |
53,700
+22,300
| +71% | +$1.4M | ﹤0.01% | 2305 |
|
|
2020
Q1 | $1.72M | Sell |
31,400
-20,500
| -39% | -$2.45M | ﹤0.01% | 2895 |
|
|
2019
Q4 | $7.73M | Sell |
51,900
-76,200
| -59% | -$11.4M | ﹤0.01% | 2181 |
|
|
2019
Q3 | $19.9M | Buy |
128,100
+61,100
| +91% | +$9.5M | 0.01% | 1242 |
|
|
2019
Q2 | $10.7M | Buy |
67,000
+46,100
| +221% | +$7.94M | ﹤0.01% | 1691 |
|
|
2019
Q1 | $3.81M | Hold |
20,900
| – | – | ﹤0.01% | 2425 |
|
|
2018
Q4 | $3.51M | Sell |
20,900
-209,900
| -91% | -$37.5M | ﹤0.01% | 2498 |
|
|
2018
Q3 | $40.8M | Buy |
230,800
+158,800
| +221% | +$28.1M | 0.02% | 773 |
|
|
2018
Q2 | $12.3M | Buy |
72,000
+3,900
| +6% | +$621K | 0.01% | 1569 |
|
|
2018
Q1 | $10.5M | Buy |
+68,100
| New | +$10.8M | ﹤0.01% | 1645 |
|
|
2017
Q3 | – | Sell |
-3,400
| Closed | -$550K | – | 7969 |
|
|
2017
Q2 | $550K | Sell |
3,400
-33,800
| -91% | -$5.5M | ﹤0.01% | 4056 |
|
|
2017
Q1 | $6.4M | Buy |
37,200
+23,600
| +174% | +$4.22M | ﹤0.01% | 1868 |
|
|
2016
Q4 | $2.42M | Sell |
13,600
-44,200
| -76% | -$8.21M | ﹤0.01% | 2753 |
|
|
2016
Q3 | $12M | Buy |
+57,800
| New | +$12.5M | 0.01% | 1294 |
|
|
2015
Q2 | – | Sell |
-300
| Closed | -$59K | – | 8791 |
|
|
2015
Q1 | $59K | Sell |
300
-31,200
| -99% | -$6.05M | ﹤0.01% | 5896 |
|
|
2014
Q4 | $5.74M | Buy |
+31,500
| New | +$5.59M | ﹤0.01% | 1987 |
|
Other funds holding SPG
VPM
VCM
UBS Group's SPG Position: Q1 2026 in Review
UBS Group increased its Simon Property Group (SPG) stake by 4.2% in Q1 2026, buying an estimated $11M and bringing the position to 1,447,258 shares worth $270M. The position accounts for 0.04% of the portfolio, ranked #477.
UBS Group first reported a position in SPG in Q4 2014 and has held it in 46 quarters since. The position peaked at $441M in Q3 2025. 1,301 funds tracked by Wall St. Rank hold SPG as of Q1 2026.
- UBS Group held 1,447,258 shares of Simon Property Group worth $270M as of Q1 2026.
- UBS Group bought 57,786 Simon Property Group shares in Q1 2026, an estimated $11M.
- Simon Property Group made up 0.04% of UBS Group's portfolio in Q1 2026, its #477 holding.
- UBS Group first reported a position in Simon Property Group in Q4 2014 and has held it in 46 quarters since.
- UBS Group's Simon Property Group position peaked at $441M in Q3 2025.
- 1,301 funds tracked by Wall St. Rank held Simon Property Group as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.