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 		$8.48M Buy
+100,000
New +$8.07M ﹤0.01% 1649

Other funds holding BURL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

UBS Group's BURL Position: Q3 2026 in Review

UBS Group increased its Burlington (BURL) stake by 115% in Q3 2026, buying an estimated $124M and bringing the position to 744,883 shares worth $199M. The position accounts for 0.03% of the portfolio, ranked #661.

UBS Group first reported a position in BURL in Q4 2014 and has held it in 48 quarters since. 322 funds tracked by Wall St. Rank hold BURL as of Q3 2026.

  • UBS Group held 744,883 shares of Burlington worth $199M as of Q3 2026.
  • UBS Group bought 397,824 Burlington shares in Q3 2026, an estimated $124M.
  • Burlington made up 0.03% of UBS Group's portfolio in Q3 2026, its #661 holding.
  • UBS Group first reported a position in Burlington in Q4 2014 and has held it in 48 quarters since.
  • 322 funds tracked by Wall St. Rank held Burlington as of Q3 2026.

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