UBS AM
ROOT icon

UBS AM’s Root ROOT Stock Holding History

UBS AM’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$542K Sell
12,278
-1
-0% -$58 ﹤0.01% 2532
2025
Q4 		$887K Buy
12,279
+3,183
+35% +$254K ﹤0.01% 2181
2025
Q3 		$814K Sell
9,096
-7,685
-46% -$805K ﹤0.01% 2075
2025
Q2 		$2.15M Buy
16,781
+8,745
+109% +$1.18M ﹤0.01% 2103
2025
Q1 		$1.07M Sell
8,036
-385
-5% -$44.1K ﹤0.01% 2275
2024
Q4 		$611K Buy
8,421
+3,459
+70% +$239K ﹤0.01% 2520
2024
Q3 		$187K Sell
4,962
-1,228
-20% -$63.4K ﹤0.01% 2764
2024
Q2 		$319K Buy
+6,190
New +$358K ﹤0.01% 2714
2022
Q3 		– Sell
-3,394
Closed -$72.7K – 2770
2022
Q2 		$72.7K Hold
3,394
– – ﹤0.01% 2661
2022
Q1 		$120K Hold
3,394
– – ﹤0.01% 2724
2021
Q4 		$189K Buy
+3,394
New +$265K ﹤0.01% 2771

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return