UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in SGRY — Surgery Partners, Inc.
CIK 861177
NEW YORK, NY
Position in SGRY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$24,721,062
+$5,775,800 QoQ
Shares Held
1,471,492
-7.4% QoQ
Ownership
1.12%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 186 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in SGRY Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $798,291,001 across 32 Medical Care Facilities names. SGRY ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
1,244,576 | $485,247,730 | |
| 2 | LFST |
LifeStance Health Group, Inc.
|
5,947,600 | $63,698,792 | |
| 3 | THC |
Tenet Healthcare Corp
|
217,135 | $40,621,613 | |
| 4 | EHC |
Encompass Health Corp
|
289,353 | $29,247,796 | |
| 5 | DVA |
Davita Inc.
|
126,765 | $28,202,672 | |
| 6 | SGRY |
Surgery Partners, Inc.
This page
|
1,471,492 | $24,721,062 | |
| 7 | ENSG |
Ensign Group, Inc
|
147,819 | $23,695,381 | |
| 8 | CHE |
Chemed Corp
|
39,638 | $18,460,998 |
All Filings in SGRY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,721,062 | 1,471,492 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $18,945,262 | 1,589,368 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $17,003,433 | 1,100,546 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $22,614,770 | 1,045,045 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $25,822,964 | 1,161,627 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $12,155,389 | 511,806 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $11,752,606 | 555,154 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $18,652,383 | 578,548 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $13,805,713 | 580,316 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $15,347,709 | 514,506 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $15,849,185 | 495,442 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $11,622,894 | 397,364 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $17,449,144 | 387,845 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $13,369,015 | 387,845 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $10,708,015 | 384,351 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $7,532,340 | 321,895 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,799,621 | 373,431 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $21,104,900 | 383,377 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $21,406,724 | 400,800 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $17,497,510 | 413,262 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,296,055 | 34,465 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,157,486 | 26,152 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $669,201 | 23,068 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $505,188 | 23,068 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $151,566 | 13,100 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||