UBS Group
BIRD icon

UBS Group’s Smartbird Inc BIRD Stock Holding History

UBS Group’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$111K Buy
27,849
+21,637
+348% +$111K ﹤0.01% 7129
2026
Q1 		$18.7K Sell
6,212
-1,391
-18% -$4.84K ﹤0.01% 7987
2025
Q4 		$31.2K Sell
7,603
-771
-9% -$4.37K ﹤0.01% 7505
2025
Q3 		$47.5K Buy
8,374
+2,775
+50% +$22.8K ﹤0.01% 7597
2025
Q2 		$59.5K Sell
5,599
-4,426
-44% -$31K ﹤0.01% 7628
2025
Q1 		$64.6K Sell
10,025
-5,670
-36% -$36.6K ﹤0.01% 7386
2024
Q4 		$109K Buy
15,695
+15,588
+14,568% +$140K ﹤0.01% 6817
2024
Q3 		$1.26K Sell
107
-130
-55% -$1.64K ﹤0.01% 8678
2024
Q2 		$2.37K Sell
237
-4,725
-95% -$57.7K ﹤0.01% 8370
2024
Q1 		$68.9K Sell
4,962
-329
-6% -$6.13K ﹤0.01% 6368
2023
Q4 		$130K Buy
5,291
+2,870
+119% +$56.6K ﹤0.01% 6039
2023
Q3 		$53.8K Sell
2,421
-117
-5% -$3.15K ﹤0.01% 6249
2023
Q2 		$64K Buy
2,538
+192
+8% +$4.79K ﹤0.01% 6329
2023
Q1 		$56.3K Buy
2,346
+2,134
+1,007% +$98.4K ﹤0.01% 6361
2022
Q4 		$10.3K Sell
212
-1,320
-86% -$77.4K ﹤0.01% 8542
2022
Q3 		$93K Buy
1,532
+1,292
+538% +$114K ﹤0.01% 5766
2022
Q2 		$19K Sell
240
-3,770
-94% -$381K ﹤0.01% 6928
2022
Q1 		$482K Sell
4,010
-34,510
-90% -$6.79M ﹤0.01% 4720
2021
Q4 		$11.6M Buy
+38,520
New +$14.4M ﹤0.01% 2010

Other funds holding BIRD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $1.68B AUM 373.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCA
Cygnus Capital Advisors Atlanta, Georgia $147M AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
SIM
Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group's BIRD Position: Q2 2026 in Review

UBS Group increased its Smartbird Inc (BIRD) stake by 348% in Q2 2026, buying an estimated $111K and bringing the position to 27,849 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #7129.

UBS Group first reported a position in BIRD in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.6M in Q4 2021. 43 funds tracked by Wall St. Rank hold BIRD as of Q2 2026.

  • UBS Group held 27,849 shares of Smartbird Inc worth $111K as of Q2 2026.
  • UBS Group bought 21,637 Smartbird Inc shares in Q2 2026, an estimated $111K.
  • Smartbird Inc made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7129 holding.
  • UBS Group first reported a position in Smartbird Inc in Q4 2021 and has held it in 19 quarters since.
  • UBS Group's Smartbird Inc position peaked at $11.6M in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2026.

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