UBS Group’s Strive Inc ASST Stock Holding History

UBS Group’s Portfolio ASST Stock Details ASST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-31,750	Closed	-$469K	–	10460
2025 Q4	$469K	Buy	+31,750	New	+$758K	﹤0.01%	6124

Other funds holding ASST

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Interchange Capital Partners Pittsburgh, Pennsylvania $598M AUM 31.79% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group's ASST Position: Q3 2026 in Review

UBS Group reduced its Strive Inc (ASST) stake by 48% in Q3 2026, selling an estimated $9.34M and leaving 543,957 shares worth $16M. The position accounts for ﹤0.01% of the portfolio, ranked #2909.

UBS Group first reported a position in ASST in Q1 2023 and has held it in 12 quarters since. 114 funds tracked by Wall St. Rank hold ASST as of Q3 2026.

UBS Group held 543,957 shares of Strive Inc worth $16M as of Q3 2026.
UBS Group sold 503,334 Strive Inc shares in Q3 2026, an estimated $9.34M.
Strive Inc made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #2909 holding.
UBS Group first reported a position in Strive Inc in Q1 2023 and has held it in 12 quarters since.
114 funds tracked by Wall St. Rank held Strive Inc as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.