UBS AM
TIPT icon

UBS AM’s Tiptree Inc TIPT Stock Holding History

UBS AM’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$470K Buy
27,778
+160
+0.6% +$2.74K ﹤0.01% 2570
2025
Q4 		$505K Buy
27,618
+90
+0.3% +$1.64K ﹤0.01% 2317
2025
Q3 		$528K Sell
27,528
-26,703
-49% -$595K ﹤0.01% 2152
2025
Q2 		$1.28M Buy
54,231
+24,576
+83% +$549K ﹤0.01% 2325
2025
Q1 		$714K Buy
29,655
+176
+0.6% +$3.74K ﹤0.01% 2422
2024
Q4 		$615K Sell
29,479
-13,821
-32% -$289K ﹤0.01% 2519
2024
Q3 		$847K Sell
43,300
-13,866
-24% -$257K ﹤0.01% 2470
2024
Q2 		$943K Buy
57,166
+45,266
+380% +$757K ﹤0.01% 2403
2024
Q1 		$206K Hold
11,900
– – ﹤0.01% 2461
2023
Q4 		$226K Hold
11,900
– – ﹤0.01% 2473
2023
Q3 		$199K Hold
11,900
– – ﹤0.01% 2516
2023
Q2 		$173K Hold
11,900
– – ﹤0.01% 2588
2023
Q1 		$173K Buy
+11,900
New +$181K ﹤0.01% 2588

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Veradace Capital Management Dallas, Texas $112M AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 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
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return