UBS Group
SPMC

UBS Group’s Sound Point Meridian Capital SPMC Stock Holding History

UBS Group’s Portfolio SPMC Stock Details SPMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89.7K Buy
9,059
+4,739
+110% +$49.7K ﹤0.01% 7245
2026
Q1 		$38.7K Buy
4,320
+3,140
+266% +$36.6K ﹤0.01% 7535
2025
Q4 		$16.2K Buy
1,180
+1,126
+2,085% +$17.4K ﹤0.01% 7923
2025
Q3 		$937 Sell
54
-4,115
-99% -$73.8K ﹤0.01% 9490
2025
Q2 		$74.5K Buy
+4,169
New +$76.8K ﹤0.01% 7462
2025
Q1 		– Sell
-2,308
Closed -$48.2K – 10839
2024
Q4 		$48.2K Sell
2,308
-1,684
-42% -$33.7K ﹤0.01% 7324
2024
Q3 		$78.9K Buy
3,992
+1,199
+43% +$23.7K ﹤0.01% 6521
2024
Q2 		$56K Buy
+2,793
New +$55.8K ﹤0.01% 6607

Other funds holding SPMC

KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EMC
Everest Management Corp Cupertino, California $268M AUM 32.42% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
VIA
Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $295M AUM
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group's SPMC Position: Q2 2026 in Review

UBS Group increased its Sound Point Meridian Capital (SPMC) stake by 110% in Q2 2026, buying an estimated $49.7K and bringing the position to 9,059 shares worth $89.7K. The position accounts for ﹤0.01% of the portfolio, ranked #7245.

UBS Group first reported a position in SPMC in Q2 2024 and has held it in 8 quarters since. 15 funds tracked by Wall St. Rank hold SPMC as of Q2 2026.

  • UBS Group held 9,059 shares of Sound Point Meridian Capital worth $89.7K as of Q2 2026.
  • UBS Group bought 4,739 Sound Point Meridian Capital shares in Q2 2026, an estimated $49.7K.
  • Sound Point Meridian Capital made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7245 holding.
  • UBS Group first reported a position in Sound Point Meridian Capital in Q2 2024 and has held it in 8 quarters since.
  • 15 funds tracked by Wall St. Rank held Sound Point Meridian Capital as of Q2 2026.

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