UBS Group AG SGRP — SPAR GROUP INC

Ownership history in UBS Group AG  ·  28 quarters on record

AI Ownership Summary

UBS Group AG reported SPAR GROUP INC (SGRP) in 28 quarterly 13F filings from 2024 Q1 through 2026 Q1. The latest visible filing shows SGRP at 0.00% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SGRP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in SPAR GROUP INC, 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
2026 Q1

SGRP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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.

SGRP stock page UBS Group AG fund profile UBS Group AG full holdings
How UBS Group AG held SGRP — position size vs. price
% of Fund (quarterly)    SGRP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 870 +868 +43400.0% 0.00% $544 2026-05-05 $0.73
2025 Q4 REDUCED 77.8% -20.2% ✅ 2 -7 -77.8% 0.00% $2 2026-01-29 $0.80
2025 Q3 REDUCED 93.7% -24.3% ✅ 9 -133 -93.7% 0.00% $9 2025-11-13 $1.04
2025 Q2 REDUCED 98.3% +9.4% ❌ 142 -8,097 -98.3% 0.00% $136 2025-08-14 $1.14
2025 Q1 REDUCED 52.6% -27.3% ✅ 8,239 -9,142 -52.6% 0.00% $11K 2025-05-13 $1.06
2024 Q4 ADDED — — — 17,381 +17,379 +868950.0% 0.00% $34K 2025-02-14 $1.95
2024 Q3 REDUCED 100.0% -23.3% ✅ 2 -4,129 -100.0% 0.00% $5 2024-11-14 $2.32
2024 Q2 ADDED — — — 4,131 +1,829 +79.5% 0.00% $10K 2024-08-14 $1.81
2024 Q1 REDUCED 69.4% +144.3% ❌ 2,302 -5,225 -69.4% 0.00% $2K 2024-05-13 $1.76
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SGRP

As of 2026 Q1 — sorted by position size

Ground Swell Capital, LLC 3Y 7Y 0.02% VANGUARD FIDUCIARY TRUST CO 0.0% VANGUARD CAPITAL MANAGEMENT LLC 0.0%

FAQ About UBS Group AG and SGRP

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

How long has UBS Group AG reported owning SGRP?

UBS Group AG reported SGRP across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported SGRP position in UBS Group AG's portfolio?

The largest reported portfolio weight for SGRP was 0.00% in 2024 Q4.

What is the latest reported SGRP position on this page?

The most recent filing on this page is 2026 Q1, when UBS Group AG reported 870 shares, equal to 0.00% of portfolio, with an estimated market value of $544.

What does the chart on this SGRP ownership page compare?

The chart compares UBS Group AG's quarterly SGRP 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.

How well did UBS Group AG time their SGRP position?

Based on 13F filing dates vs. subsequent SGRP price moves, UBS Group AG correctly timed 11 out of 27 reported position changes (41%). The annualised alpha on SGRP relative to SPY over the holding period was -36.7%.

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