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Equibles

UBS Group AG

Position in SPG — Simon Property Group Inc.

CIK 1610520 ZURICH, V8
Back to SPG Full portfolio

Position in SPG

as of Mar 31, 2026 · filed May 5, 2026
Position Value
$269,957,031
+$12,751,872 QoQ
Shares Held
1,447,258
+4.2% QoQ
Ownership
0.446%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 72.98062957675826.ToString("F0")% Shared 0.ToString("F0")% None 27.019370423241746.ToString("F0")%

Common Shares in SPG Over Time

Shares Held

Position Value (USD)

Derivatives in SPG

reported options exposure · as of Mar 31, 2026
CallValue
$19,678,915
CallShares
105,500
PutValue
$26,505,913
PutShares
142,100

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Retail

Real Estate · as of Mar 31, 2026

UBS Group AG holds $1,090,788,824 across 27 REIT - Retail names. SPG ranks #1 (24.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SPG
Simon Property Group Inc.
This page 		1,447,258 $269,957,031
2 O
Realty Income Corp
 3,956,626 $242,066,377
3 REG
Regency Centers Corp
 1,550,273 $117,293,654
4 KIM
Kimco Realty Corp
 3,561,896 $80,035,801
5 SKT
Tanger Inc.
 1,416,861 $48,144,936
6 FRT
Federal Realty Investment Trust
 408,816 $43,420,345
7 NNN
Nnn REIT, Inc.
 1,031,942 $43,372,521
8 ADC
Agree Realty Corp
 487,786 $36,769,307

All Filings in SPG

Export CSV
50 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $26,505,913 142,100
2026-03-31 $269,957,031 1,447,258
2026-03-31 $19,678,915 105,500
2025-12-31 $14,919,866 80,600
2025-12-31 $257,205,159 1,389,472
2025-12-31 $17,437,362 94,200
2025-09-30 $441,130,907 2,350,567
2025-09-30 $15,839,348 84,400
2025-09-30 $13,287,036 70,800
2025-06-30 $186,930,922 1,162,795
2025-06-30 $6,157,108 38,300
2025-06-30 $5,771,284 35,900
2025-03-31 $202,777,367 1,220,962
2025-03-31 $7,075,008 42,600
2025-03-31 $7,473,600 45,000
2024-12-31 $7,008,947 40,700
2024-12-31 $178,544,397 1,036,783
2024-12-31 $6,320,107 36,700
2024-09-30 $208,710,794 1,234,829
2024-09-30 $5,273,424 31,200
2024-09-30 $5,273,424 31,200
2024-06-30 $4,736,160 31,200
2024-06-30 $4,736,160 31,200
2024-06-30 $142,996,357 942,005
2024-03-31 $161,861,205 1,034,323
2024-03-31 $3,912,250 25,000
2024-03-31 $3,912,250 25,000
2023-12-31 $2,210,920 15,500
2023-12-31 $81,389,953 570,597
2023-09-30 $1,696,071 15,700
2023-09-30 $60,523,158 560,244
2023-06-30 $1,813,036 15,700
2023-06-30 $69,223,445 599,441
2023-03-31 $3,437,479 30,700
2023-03-31 $48,371,822 432,007
2023-03-31 $1,679,550 15,000
2022-12-31 $49,840,536 424,247
2022-12-31 $1,574,232 13,400
2022-09-30 $33,144,943 369,303
2022-06-30 $49,697,738 523,575
2022-03-31 $66,030,226 501,902
2021-12-31 $99,627,297 623,567
2021-12-31 $7,988,500 50,000
2021-09-30 $104,231,909 801,969
2021-09-30 $6,537,491 50,300
2021-06-30 $72,527,959 555,855
2021-06-30 $10,477,544 80,300
2021-03-31 $20,205,552 177,600
2021-03-31 $73,388,246 645,058
2021-03-31 $568,850 5,000

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