Sumitomo Mitsui Trust Group’s Ubiquiti UI Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio UI Stock Details UI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$666K	Buy	1,247 +63	+5%	+$47.5K	﹤0.01%	931
2026 Q1	$936K	Hold	1,184	–	–	﹤0.01%	868
2025 Q4	$655K	Hold	1,184	–	–	﹤0.01%	905
2025 Q3	$782K	Buy	+1,184	New	+$591K	﹤0.01%	881
2024 Q3	–	Sell	-1,652	Closed	-$241K	–	1105
2024 Q2	$241K	Buy	+1,652	New	+$212K	﹤0.01%	1031
2024 Q1	–	Sell	-1,652	Closed	-$231K	–	1150
2023 Q4	$231K	Hold	1,652	–	–	﹤0.01%	1106
2023 Q3	$240K	Hold	1,652	–	–	﹤0.01%	1107
2023 Q2	$290K	Buy	1,652 +185	+13%	+$37.3K	﹤0.01%	1097
2023 Q1	$399K	Hold	1,467	–	–	﹤0.01%	1086
2022 Q4	$401K	Hold	1,467	–	–	﹤0.01%	1125
2022 Q3	$431K	Sell	1,467 -441	-23%	-$130K	﹤0.01%	1134
2022 Q2	$474K	Hold	1,908	–	–	﹤0.01%	1137
2022 Q1	$556K	Hold	1,908	–	–	﹤0.01%	1106
2021 Q4	$585K	Hold	1,908	–	–	﹤0.01%	1080
2021 Q3	$570K	Hold	1,908	–	–	﹤0.01%	1092
2021 Q2	$596K	Hold	1,908	–	–	﹤0.01%	1098
2021 Q1	$569K	Buy	+1,908	New	+$600K	﹤0.01%	1069
2019 Q2	–	Sell	-4,700	Closed	-$704K	–	1033
2019 Q1	$704K	Sell	4,700 -1,933	-29%	-$244K	﹤0.01%	869
2018 Q4	$656K	Buy	+6,633	New	+$656K	﹤0.01%	851

Other funds holding UI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sumitomo Mitsui Trust Group's UI Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Ubiquiti (UI) stake by 5.3% in Q2 2026, buying an estimated $47.5K and bringing the position to 1,247 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Sumitomo Mitsui Trust Group first reported a position in UI in Q4 2018 and has held it in 19 quarters since. The position peaked at $936K in Q1 2026. 357 funds tracked by Wall St. Rank hold UI as of Q2 2026.

Sumitomo Mitsui Trust Group held 1,247 shares of Ubiquiti worth $666K as of Q2 2026.
Sumitomo Mitsui Trust Group bought 63 Ubiquiti shares in Q2 2026, an estimated $47.5K.
Ubiquiti made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #931 holding.
Sumitomo Mitsui Trust Group first reported a position in Ubiquiti in Q4 2018 and has held it in 19 quarters since.
Sumitomo Mitsui Trust Group's Ubiquiti position peaked at $936K in Q1 2026.
357 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.