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Livermore
Livermore
ZHEN

UBS Group AG

SEC CIK
0001610520
Latest filing
Aug 13, 2026

SO holding history

Southern Co in every 13F filed by UBS Group AG, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SO overviewAll 13F holders of SOFull Q2 2026 holdings

Shares (Q2 2026)
3,702,217
Value
$354.3M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of SO by UBS Group AG, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,702,217$354.3M0.1%−374,135−9.2%ReducedHolders
Q1 20264,076,352$393.4M0.1%−444,788−9.8%ReducedHolders
Q4 20254,521,140$394.2M0.1%−477,851−9.6%ReducedHolders
Q3 20254,998,991$473.8M0.1%+827,131+19.8%AddedHolders
Q2 20254,171,860$383.1M0.1%−618,555−12.9%ReducedHolders
Q1 20254,790,415$440.5M0.1%−574,681−10.7%ReducedHolders
Q4 20245,365,096$441.7M0.1%+613,561+12.9%AddedHolders
Q3 20244,751,535$428.5M0.1%+889,044+23.0%AddedHolders
Q2 20243,862,491$299.6M0.1%+927,187+31.6%AddedHolders
Q1 20242,935,304$210.6M0.1%+609,585+26.2%AddedHolders
Q4 20232,325,719$163.1M0.1%+142,497+6.5%AddedHolders
Q3 20232,183,222$141.3M0.1%−36,162−1.6%ReducedHolders
Q2 20232,219,384$155.9M0.1%+568,961+34.5%AddedHolders
Q1 20231,650,423$114.8M0.1%+92,667+5.9%AddedHolders
Q4 20221,557,756$111.2M0.1%+538,238+52.8%AddedHolders
Q3 20221,019,518$69.3M<0.1%+66,600+7.0%AddedHolders
Q2 2022952,918$68.0M<0.1%−42,101−4.2%ReducedHolders
Q1 2022995,019$72.1M<0.1%−319,070−24.3%ReducedHolders
Q4 20211,314,089$90.1M<0.1%−1,417−0.1%ReducedHolders
Q3 20211,315,506$81.5M<0.1%−641,924−32.8%ReducedHolders
Q2 20211,957,430$118.4M<0.1%+57,606+3.0%AddedHolders
Q1 20211,899,824$118.1M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.