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Union Bancaire Privee’s Simon Property Group SPG Stock Holding History

Union Bancaire Privee’s Portfolio SPG Stock Details SPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.7M Buy
60,400
+3,538
+6% +$728K 0.15% 99
2026
Q1 		$9.21M Buy
56,862
+17,496
+44% +$3.34M 0.13% 113
2025
Q4 		$374 Buy
39,366
+7,266
+23% +$1.32M ﹤0.01% 478
2025
Q3 		$5.95M Hold
32,100
– – 0.08% 116
2025
Q2 		$5.15M Hold
32,100
– – 0.07% 118
2025
Q1 		$5.33M Hold
32,100
– – 0.1% 85
2024
Q4 		$5.53M Buy
+32,100
New +$5.63M 0.1% 100

Other funds holding SPG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Union Bancaire Privee's SPG Position: Q2 2026 in Review

Union Bancaire Privee increased its Simon Property Group (SPG) stake by 6.2% in Q2 2026, buying an estimated $728K and bringing the position to 60,400 shares worth $13.7M. The position accounts for 0.15% of the portfolio, ranked #99.

Union Bancaire Privee first reported a position in SPG in Q4 2024 and has held it in 7 quarters since. 1,357 funds tracked by Wall St. Rank hold SPG as of Q2 2026.

  • Union Bancaire Privee held 60,400 shares of Simon Property Group worth $13.7M as of Q2 2026.
  • Union Bancaire Privee bought 3,538 Simon Property Group shares in Q2 2026, an estimated $728K.
  • Simon Property Group made up 0.15% of Union Bancaire Privee's portfolio in Q2 2026, its #99 holding.
  • Union Bancaire Privee first reported a position in Simon Property Group in Q4 2024 and has held it in 7 quarters since.
  • 1,357 funds tracked by Wall St. Rank held Simon Property Group as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.