UBS β€” UBS GROUP AG

Ownership history in SIH Partners, LLLP  Β·  13 quarters on record

AI Ownership Summary

SIH Partners, LLLP reported UBS GROUP AG (UBS) in 13 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 14.6% in 2025 Q1. The latest visible filing shows UBS at 2.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this UBS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SIH Partners, LLLP's position in UBS GROUP AG, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UBS was reported at 2.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
14.6% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SIH Partners, LLLP held UBS β€” position size vs. price
% of Fund (quarterly)    UBS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 13 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,613,846 -3,967,854 -60.3% 2.29% $121.0M 2026-02-14 (Est.) $41.99
2025 Q4 REDUCED 6,581,700 -2,351,800 -26.3% 5.78% $304.8M 2026-02-14 (Est.) $41.99
2025 Q4 ADDED 8,933,500 +8,287,687 +1283.3% 7.84% $413.7M 2026-02-14 (Est.) $41.99
2025 Q3 REDUCED 645,813 -3,976,487 -86.0% 0.75% $26.5M 2025-11-14 $38.92
2025 Q3 REDUCED 4,622,300 -2,637,000 -36.3% 5.39% $189.5M 2025-11-14 $38.92
2025 Q3 ADDED 7,259,300 +6,911,124 +1985.0% 8.47% $297.6M 2025-11-14 $38.92
2025 Q2 REDUCED 348,176 -4,345,624 -92.6% 0.44% $11.8M 2025-08-14 $39.86
2025 Q2 REDUCED 4,693,800 -5,491,000 -53.9% 5.91% $158.7M 2025-08-14 $39.86
2025 Q2 ADDED 10,184,800 +7,058,600 +225.8% 12.81% $344.4M 2025-08-14 $39.86
2025 Q1 REDUCED 3,126,200 -919,343 -22.7% 3.24% $95.8M 2025-05-15 $33.28
2025 Q1 REDUCED 4,045,543 -10,021,457 -71.2% 4.20% $123.9M 2025-05-15 $33.28
2025 Q1 ADDED 14,067,000 +6,990,937 +98.8% 14.60% $430.9M 2025-05-15 $33.28
2024 Q4 INITIATED 7,076,063 β€” β€” 10.85% $214.5M 2025-02-14 $32.49

FAQ About SIH Partners, LLLP and UBS

These are the practical questions this page is built to answer before you even open the full history table.

How long has SIH Partners, LLLP reported owning UBS?

SIH Partners, LLLP reported UBS across 13 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported UBS position in SIH Partners, LLLP's portfolio?

The largest reported portfolio weight for UBS was 14.60% in 2025 Q1.

What is the latest reported UBS position on this page?

The most recent filing on this page is 2025 Q4, when SIH Partners, LLLP reported 2,613,846 shares, equal to 2.29% of portfolio, with an estimated market value of $121.0M.

What does the chart on this UBS ownership page compare?

The chart compares SIH Partners, LLLP's quarterly UBS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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