UBS AM
STEP icon

UBS AM’s StepStone Group STEP Stock Holding History

UBS AM’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.63M Sell
111,890
-600
-0.5% -$29.7K ﹤0.01% 1650
2026
Q1 		$5.37M Sell
112,490
-181
-0.2% -$10.5K ﹤0.01% 1531
2025
Q4 		$7.23M Buy
112,671
+112,633
+296,403% +$7.12M ﹤0.01% 1279
2025
Q3 		$2.48K Sell
38
-192,264
-100% -$11.7M ﹤0.01% 2267
2025
Q2 		$10.7M Buy
192,302
+61,380
+47% +$3.29M ﹤0.01% 1322
2025
Q1 		$6.84M Sell
130,922
-25,998
-17% -$1.53M ﹤0.01% 1408
2024
Q4 		$9.08M Buy
156,920
+63,573
+68% +$3.94M ﹤0.01% 1295
2024
Q3 		$5.3M Sell
93,347
-10,446
-10% -$532K ﹤0.01% 1540
2024
Q2 		$4.76M Buy
103,793
+48,528
+88% +$1.91M ﹤0.01% 1520
2024
Q1 		$1.98M Hold
55,265
– – ﹤0.01% 1700
2023
Q4 		$1.76M Hold
55,265
– – ﹤0.01% 1755
2023
Q3 		$1.75M Buy
55,265
+8,100
+17% +$235K ﹤0.01% 1692
2023
Q2 		$1.14M Hold
47,165
– – ﹤0.01% 1936
2023
Q1 		$1.14M Hold
47,165
– – ﹤0.01% 1936
2022
Q4 		$1.19M Hold
47,165
– – ﹤0.01% 1775
2022
Q3 		$1.16M Buy
47,165
+4,577
+11% +$125K ﹤0.01% 1880
2022
Q2 		$1.11M Hold
42,588
– – ﹤0.01% 1898
2022
Q1 		$1.41M Buy
42,588
+8,449
+25% +$291K ﹤0.01% 1967
2021
Q4 		$1.42M Buy
34,139
+13,474
+65% +$595K ﹤0.01% 2029
2021
Q3 		$881K Buy
20,665
+4,009
+24% +$177K ﹤0.01% 2236
2021
Q2 		$573K Buy
+16,656
New +$554K ﹤0.01% 2482

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

UBS AM's STEP Position: Q2 2026 in Review

UBS AM reduced its StepStone Group (STEP) stake by 0.53% in Q2 2026, selling an estimated $29.7K and leaving 111,890 shares worth $4.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

UBS AM first reported a position in STEP in Q2 2021 and has held it in 21 quarters since. The position peaked at $10.7M in Q2 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • UBS AM held 111,890 shares of StepStone Group worth $4.63M as of Q2 2026.
  • UBS AM sold 600 StepStone Group shares in Q2 2026, an estimated $29.7K.
  • StepStone Group made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1650 holding.
  • UBS AM first reported a position in StepStone Group in Q2 2021 and has held it in 21 quarters since.
  • UBS AM's StepStone Group position peaked at $10.7M in Q2 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.