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 | $26.5M | Buy |
142,100
+47,900
| +51% | +$9.13M | ﹤0.01% | 2293 |
|
|
2025
Q4 | $17.4M | Buy |
94,200
+9,800
| +12% | +$1.78M | ﹤0.01% | 2709 |
|
|
2025
Q3 | $15.8M | Buy |
84,400
+46,100
| +120% | +$7.96M | ﹤0.01% | 2825 |
|
|
2025
Q2 | $6.16M | Sell |
38,300
-6,700
| -15% | -$1.06M | ﹤0.01% | 3654 |
|
|
2025
Q1 | $7.47M | Buy |
45,000
+4,300
| +11% | +$752K | ﹤0.01% | 3363 |
|
|
2024
Q4 | $7.01M | Buy |
40,700
+9,500
| +30% | +$1.67M | ﹤0.01% | 3464 |
|
|
2024
Q3 | $5.27M | Hold |
31,200
| – | – | ﹤0.01% | 3015 |
|
|
2024
Q2 | $4.74M | Buy |
31,200
+6,200
| +25% | +$913K | ﹤0.01% | 2923 |
|
|
2024
Q1 | $3.91M | Buy |
25,000
+9,500
| +61% | +$1.39M | ﹤0.01% | 3235 |
|
|
2023
Q4 | $2.21M | Sell |
15,500
-200
| -1% | -$24.2K | ﹤0.01% | 3712 |
|
|
2023
Q3 | $1.7M | Hold |
15,700
| – | – | ﹤0.01% | 3597 |
|
|
2023
Q2 | $1.81M | Sell |
15,700
-15,000
| -49% | -$1.63M | ﹤0.01% | 3628 |
|
|
2023
Q1 | $3.44M | Buy |
30,700
+17,300
| +129% | +$2.07M | ﹤0.01% | 2871 |
|
|
2022
Q4 | $1.57M | Buy |
+13,400
| New | +$1.49M | ﹤0.01% | 3621 |
|
|
2022
Q1 | – | Sell |
-50,000
| Closed | -$7.99M | – | 10852 |
|
|
2021
Q4 | $7.99M | Sell |
50,000
-300
| -0.6% | -$45.8K | ﹤0.01% | 2355 |
|
|
2021
Q3 | $6.54M | Sell |
50,300
-30,000
| -37% | -$3.9M | ﹤0.01% | 2403 |
|
|
2021
Q2 | $10.5M | Sell |
80,300
-97,300
| -55% | -$12.1M | ﹤0.01% | 1989 |
|
|
2021
Q1 | $20.2M | Sell |
177,600
-25,000
| -12% | -$2.61M | 0.01% | 1446 |
|
|
2020
Q4 | $17.3M | Buy |
202,600
+31,500
| +18% | +$2.41M | 0.01% | 1447 |
|
|
2020
Q3 | $11.1M | Buy |
171,100
+137,100
| +403% | +$8.99M | ﹤0.01% | 1576 |
|
|
2020
Q2 | $2.33M | Sell |
34,000
-112,900
| -77% | -$7.08M | ﹤0.01% | 2733 |
|
|
2020
Q1 | $8.06M | Sell |
146,900
-18,200
| -11% | -$2.18M | ﹤0.01% | 1558 |
|
|
2019
Q4 | $24.6M | Sell |
165,100
-234,900
| -59% | -$35.2M | 0.01% | 1229 |
|
|
2019
Q3 | $62.3M | Sell |
400,000
-73,500
| -16% | -$11.4M | 0.02% | 578 |
|
|
2019
Q2 | $75.6M | Buy |
473,500
+73,500
| +18% | +$12.7M | 0.03% | 492 |
|
|
2019
Q1 | $72.9M | Buy |
400,000
+399,800
| +199,900% | +$71.1M | 0.03% | 471 |
|
|
2018
Q4 | $34K | Hold |
200
| – | – | ﹤0.01% | 6388 |
|
|
2018
Q3 | $35K | Buy |
+200
| New | +$35.4K | ﹤0.01% | 6430 |
|
|
2017
Q3 | – | Sell |
-10,000
| Closed | -$1.62M | – | 7970 |
|
|
2017
Q2 | $1.62M | Buy |
+10,000
| New | +$1.63M | ﹤0.01% | 3193 |
|
|
2016
Q4 | – | Sell |
-24,900
| Closed | -$5.16M | – | 8017 |
|
|
2016
Q3 | $5.16M | Buy |
+24,900
| New | +$5.4M | ﹤0.01% | 1990 |
|
|
2016
Q1 | – | Sell |
-16,500
| Closed | -$3.21M | – | 8126 |
|
|
2015
Q4 | $3.21M | Sell |
16,500
-41,500
| -72% | -$8.04M | ﹤0.01% | 2362 |
|
|
2015
Q3 | $10.7M | Sell |
58,000
-200
| -0.3% | -$36.7K | 0.01% | 1317 |
|
|
2015
Q2 | $10.1M | Buy |
58,200
+53,500
| +1,138% | +$9.83M | 0.01% | 1471 |
|
|
2015
Q1 | $920K | Buy |
4,700
+3,000
| +176% | +$581K | ﹤0.01% | 3643 |
|
|
2014
Q4 | $310K | Buy |
+1,700
| New | +$302K | ﹤0.01% | 4628 |
|
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.