Position in ANDG
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,393,381
+$2,270,863 QoQ
Shares Held
87,992
+1762.3% QoQ
Ownership
0.078%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#23
of 66 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 94.74043094826803.ToString("F0")%
Shared 0.ToString("F0")%
None 5.259569051731976.ToString("F0")%
Common Shares in ANDG Over Time
Shares Held
Position Value (USD)
Position in Personal Services
Consumer Cyclical · as of Mar 31, 2026UBS Group AG holds $311,564,366 across 12 Personal Services names. ANDG ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ROL |
Rollins Inc
|
2,216,226 | $118,368,629 | |
| 2 | SCI |
Service Corp International
|
1,014,965 | $83,744,760 | |
| 3 | BFAM |
Bright Horizons Family Solutions Inc.
|
845,093 | $69,407,487 | |
| 4 | HRB |
H&R Block Inc
|
934,695 | $29,667,218 | |
| 5 | FTDR |
Frontdoor, Inc.
|
127,612 | $6,745,568 | |
| 6 | ANDG |
Andersen Group Inc.
This page
|
87,992 | $2,393,381 | |
| 7 | CSV |
Carriage Services Inc
|
21,302 | $972,648 | |
| 8 | MED |
Medifast Inc
|
13,833 | $140,958 |
All Filings in ANDG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,393,381 | 87,992 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $122,518 | 4,725 | Shares | Defined | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||