UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in SGRY — Surgery Partners, Inc.

CIK 861177 NEW YORK, NY

Back to SGRY Full portfolio

Position in SGRY

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$18,945,262

+$1,941,829 QoQ

Shares Held

1,589,368

+44.4% QoQ

Ownership

1.22%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 44.84700837062279.ToString("F0")% Shared 0.ToString("F0")% None 55.15299162937721.ToString("F0")%

Common Shares in SGRY Over Time

Shares Held

Position Value (USD)

Position in Medical Care Facilities

Healthcare · as of Mar 31, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,011,623,608 across 33 Medical Care Facilities names. SGRY ranks #8 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HCA	HCA Healthcare, Inc.	1,500,000	$709,859,996
2	UHS	Universal Health Services Inc	237,119	$42,437,183
3	THC	Tenet Healthcare Corp	221,667	$41,830,777
4	LFST	LifeStance Health Group, Inc.	6,092,223	$38,807,458
5	EHC	Encompass Health Corp	296,804	$28,709,846
6	ENSG	Ensign Group, Inc	131,950	$26,587,922
7	DVA	Davita Inc.	151,313	$23,255,291
8	SGRY	Surgery Partners, Inc. This page	1,589,368	$18,945,262

All Filings in SGRY

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24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,945,262	1,589,368	+44.4%	Shares	Defined	2026-05-13
2025-12-31	$17,003,433	1,100,546	+5.3%	Shares	Defined	2026-02-13
2025-09-30	$22,614,770	1,045,045	-10.0%	Shares	Defined	2025-11-14
2025-06-30	$25,822,964	1,161,627	+127.0%	Shares	Defined	2025-08-14
2025-03-31	$12,155,389	511,806	-7.8%	Shares	Defined	2025-05-19
2024-12-31	$11,752,606	555,154	-4.0%	Shares	Defined	2025-02-14
2024-09-30	$18,652,383	578,548	-0.3%	Shares	Defined	2024-11-14
2024-06-30	$13,805,713	580,316	+12.8%	Shares	Defined	2024-08-14
2024-03-31	$15,347,709	514,506	+3.8%	Shares	Defined	2024-05-15
2023-12-31	$15,849,185	495,442	+24.7%	Shares	Defined	2024-02-14
2023-09-30	$11,622,894	397,364	+2.5%	Shares	Defined	2023-11-13
2023-06-30	$17,449,144	387,845	0.0%	Shares	Defined	2023-08-11
2023-03-31	$13,369,015	387,845	+0.9%	Shares	Defined	2023-05-15
2022-12-31	$10,708,015	384,351	+19.4%	Shares	Defined	2023-02-14
2022-09-30	$7,532,340	321,895	-13.8%	Shares	Defined	2022-11-14
2022-06-30	$10,799,621	373,431	-2.6%	Shares	Defined	2022-08-12
2022-03-31	$21,104,900	383,377	-4.3%	Shares	Defined	2022-05-16
2021-12-31	$21,406,724	400,800	-3.0%	Shares	Defined	2022-02-14
2021-09-30	$17,497,510	413,262	+1099.1%	Shares	Defined	2021-11-15
2021-06-30	$2,296,055	34,465	+31.8%	Shares	Defined	2021-08-16
2021-03-31	$1,157,486	26,152	+13.4%	Shares	Defined	2021-05-14
2020-12-31	$669,201	23,068	0.0%	Shares	Defined	2021-03-01
2020-09-30	$505,188	23,068	+76.1%	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.