Stepan Company
US ˙ NYSE ˙ US8585861003

SecuritySCL / Stepan Company
InstitutionUBS Group AG
Latest Disclosed Ownership70,310 shares
Latest Disclosed Value $ 3,514,094
UBS Group AG reports 170.02% increase in ownership of SCL / Stepan Company

On May 5, 2026 - UBS Group AG filed a 13F-HR form disclosing ownership of 70,310 shares of Stepan Company (US:SCL) valued at $3,514,094 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 26,039 shares of Stepan Company. This represents a change in shares of 170.02% during the quarter. The current value of the position is $3,628,699 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-05 2026-03-31 13F STEPAN COM 858586100 70,310 44,271 170.02 3,514 185.00 0.0001
2026-01-29 2025-12-31 13F STEPAN COM 858586100 26,039 -98,965 -79.17 1,233 -79.32 0.0000
2025-11-13 2025-09-30 13F STEPAN COM 858586100 125,004 96,526 338.95 5,963 283.66 0.0009
2025-08-14 2025-06-30 13F STEPAN COM 858586100 28,478 -5,941 -17.26 1,554 -17.95 0.0003
2025-05-13 2025-03-31 13F STEPAN COM 858586100 34,419 -59,520 -63.36 1,894 -68.83 0.0003
2025-02-14 2024-12-31 13F STEPAN COM 858586100 93,939 15,090 19.14 6,078 -0.23 0.0011
2024-11-14 2024-09-30 13F STEPAN COM 858586100 78,849 5,774 7.90 6,091 -0.72 0.0013
2024-08-14 2024-06-30 13F STEPAN COM 858586100 73,075 -10,836 -12.91 6,135 -18.80 0.0015
2024-05-13 2024-03-31 13F STEPAN COM 858586100 83,911 -10,872 -11.47 7,555 -15.69 0.0019
2024-02-09 2023-12-31 13F STEPAN COM 858586100 94,783 7,669 8.80 8,962 37.23 0.0027
2023-11-09 2023-09-30 13F STEPAN COM 858586100 87,114 33,421 62.24 6,531 27.29 0.0023
2023-08-11 2023-06-30 13F STEPAN COM 858586100 53,693 -1,013 -1.85 5,131 -8.98 0.0017
2023-05-12 2023-03-31 13F STEPAN COM 858586100 54,706 33,863 162.47 5,636 154.10 0.0021
2023-02-08 2022-12-31 13F STEPAN COM 858586100 20,843 6,193 42.27 2,219 61.54 0.0008
2022-11-10 2022-09-30 13F STEPAN COM 858586100 14,650 617 4.40 1,373 -3.45 0.0006
2022-08-10 2022-06-30 13F STEPAN COM 858586100 14,033 -2,242 -13.78 1,422 -11.57 0.0006
2022-05-16 2022-03-31 13F STEPAN COM 858586100 16,275 -10,437 -39.07 1,608 -51.57 0.0005
2022-02-14 2021-12-31 13F STEPAN COM 858586100 26,712 10,069 60.50 3,320 76.60 0.0010
2021-11-15 2021-09-30 13F STEPAN COM 858586100 16,643 -1,593 -8.74 1,880 -14.27 0.0006
2021-08-13 2021-06-30 13F STEPAN COM 858586100 18,236 -13,906 -43.26 2,193 -46.33 0.0007
2021-05-12 2021-03-31 13F STEPAN COM 858586100 32,142 -3,067 -8.71 4,086 -2.74 0.0014
2021-02-11 2020-12-31 13F STEPAN COM 858586100 35,209 -9,029 -20.41 4,201 -12.88 0.0014
2020-11-12 2020-09-30 13F STEPAN COM 858586100 44,238 -2,909 -6.17 4,822 5.33 0.0018
2020-07-31 2020-06-30 13F STEPAN COM 858586100 47,147 20,353 75.96 4,578 93.16 0.0019
2020-05-01 2020-03-31 13F STEPAN COM 858586100 26,794 -13,648 -33.75 2,370 -42.80 0.0011
2020-02-14 2019-12-31 13F STEPAN COM 858586100 40,442 14,510 55.95 4,143 64.60 0.0014
2019-11-14 2019-09-30 13F STEPAN COM 858586100 25,932 14,258 122.13 2,517 134.58 0.0010
2019-08-14 2019-06-30 13F STEPAN COM 858586100 11,674 1,207 11.53 1,073 17.14 0.0004
2019-05-14 2019-03-31 13F STEPAN COM 858586100 10,467 -18,608 -64.00 916 -57.43 0.0004
2019-02-14 2018-12-31 13F STEPAN COM 858586100 29,075 -60,140 -67.41 2,152 -72.28 0.0010
2018-11-14 2018-09-30 13F STEPAN COM 858586100 89,215 -4,629 -4.93 7,762 6.02 0.0031
2018-08-14 2018-06-30 13F STEPAN COM 858586100 93,844 24,252 34.85 7,321 26.46 0.0032
2018-05-15 2018-03-31 13F STEPAN COM 858586100 69,592 13,178 23.36 5,789 29.94 0.0025
2018-02-14 2017-12-31 13F STEPAN COM 858586100 56,414 -23,563 -29.46 4,455 -33.42 0.0018
2017-11-14 2017-09-30 13F STEPAN COM 858586100 79,977 4,219 5.57 6,691 1.35 0.0031
2017-11-14 2017-06-30 13F/A-1 STEPAN COM 858586100 75,758 37,242 96.69 6,602 117.46 0.0034
2017-08-14 2017-06-30 13F STEPAN COM 858586100 75,758 37,242 6,602
2017-11-14 2017-03-31 13F/A-1 STEPAN COM 858586100 38,516 2,321 6.41 3,036 2.95 0.0017
2017-05-12 2017-03-31 13F STEPAN COM 858586100 38,516 2,321 3,036
2017-02-14 2016-12-31 13F STEPAN COM 858586100 36,195 18,120 100.25 2,949 124.60 0.0016
2016-11-14 2016-09-30 13F STEPAN COM 858586100 18,075 -13,132 -42.08 1,313 -29.33 0.0008
2016-08-12 2016-06-30 13F STEPAN COM 858586100 31,207 21,793 231.50 1,858 256.62 0.0012
2016-05-12 2016-03-31 13F STEPAN COM 858586100 9,414 -972 -9.36 521 0.97 0.0003
2016-02-16 2015-12-31 13F STEPAN COM 858586100 10,386 624 6.39 516 27.09 0.0003
2015-11-13 2015-09-30 13F STEPAN COM 858586100 9,762 -13,323 -57.71 406 -67.49 0.0003
2015-08-14 2015-06-30 13F STEPAN COM 858586100 23,085 2,871 14.20 1,249 48.34 0.0008
2015-05-14 2015-03-31 13F STEPAN COM 858586100 20,214 1,463 7.80 842 11.97 0.0006
2015-02-17 2014-12-31 13F STEPAN COM 858586100 18,751 18,751 752 0.0005
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.