UBS Group’s SU Group Holdings SUGP Stock Holding History

UBS Group’s Portfolio SUGP Stock Details SUGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-20	Closed	-$608	–	11140
2025 Q4	$608	Buy	+20	New	+$665	﹤0.01%	9878
2025 Q3	–	Sell	-13	Closed	-$305	–	10900
2025 Q2	$305	Sell	13 -165	-93%	-$5.68K	﹤0.01%	9881
2025 Q1	$7.54K	Sell	178 -15	-8%	-$713	﹤0.01%	8816
2024 Q4	$10.6K	Buy	193 +86	+80%	+$6.05K	﹤0.01%	8288
2024 Q3	$7.22K	Buy	+107	New	+$11.3K	﹤0.01%	7921
2024 Q2	–	Hold	0	–	-$41	–	10066
2024 Q1	–	Hold	0	–	–	–	8953

Other funds holding SUGP

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group's SUGP Position: Q1 2026 in Review

UBS Group sold out of SU Group Holdings (SUGP) in Q1 2026, closing a stake of 20 shares — an estimated $608 sold.

UBS Group first reported a position in SUGP in Q3 2024 and held it in 5 quarters. The position peaked at $10.6K in Q4 2024. 1 fund tracked by Wall St. Rank holds SUGP as of Q1 2026.

UBS Group reported no remaining SU Group Holdings position as of Q1 2026 after selling out during the quarter.
UBS Group sold 20 SU Group Holdings shares in Q1 2026, an estimated $608.
UBS Group first reported a position in SU Group Holdings in Q3 2024 and held it in 5 quarters.
UBS Group's SU Group Holdings position peaked at $10.6K in Q4 2024.
1 fund tracked by Wall St. Rank held SU Group Holdings as of Q1 2026.

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