UBS Group
BURL icon

UBS Group’s Burlington BURL Stock Holding History

UBS Group’s Portfolio BURL Stock Details BURL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-18,300
Closed -$4.25M – 9551
2024
Q1 		$4.25M Buy
+18,300
New +$3.73M ﹤0.01% 3144
2023
Q3 		– Sell
-27,800
Closed -$4.38M – 9499
2023
Q2 		$4.38M Buy
+27,800
New +$4.77M ﹤0.01% 2727
2021
Q4 		– Sell
-22,000
Closed -$6.24M – 10271
2021
Q3 		$6.24M Buy
+22,000
New +$7.03M ﹤0.01% 2442
2017
Q2 		– Sell
-6,600
Closed -$642K – 7682
2017
Q1 		$642K Sell
6,600
-93,400
-93% -$8.27M ﹤0.01% 3864
2016
Q4 		$8.47M Buy
+100,000
New +$8.07M ﹤0.01% 1649

Other funds holding BURL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's BURL Position: Q1 2026 in Review

UBS Group reduced its Burlington (BURL) stake by 23% in Q1 2026, selling an estimated $40.6M and leaving 433,031 shares worth $141M. The position accounts for 0.02% of the portfolio, ranked #802.

UBS Group first reported a position in BURL in Q4 2014 and has held it in 46 quarters since. The position peaked at $163M in Q4 2025. 625 funds tracked by Wall St. Rank hold BURL as of Q1 2026.

  • UBS Group held 433,031 shares of Burlington worth $141M as of Q1 2026.
  • UBS Group sold 132,618 Burlington shares in Q1 2026, an estimated $40.6M.
  • Burlington made up 0.02% of UBS Group's portfolio in Q1 2026, its #802 holding.
  • UBS Group first reported a position in Burlington in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Burlington position peaked at $163M in Q4 2025.
  • 625 funds tracked by Wall St. Rank held Burlington as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.