UBS Group
CURI icon

UBS Group’s CuriosityStream CURI Stock Holding History

UBS Group’s Portfolio CURI Stock Details CURI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05M Sell
394,365
-40,489
-9% -$120K ﹤0.01% 5692
2026
Q1 		$1.29M Buy
434,854
+135,522
+45% +$458K ﹤0.01% 5347
2025
Q4 		$1.14M Sell
299,332
-206,838
-41% -$921K ﹤0.01% 5456
2025
Q3 		$2.68M Buy
506,170
+298,129
+143% +$1.37M ﹤0.01% 4683
2025
Q2 		$1.17M Buy
208,041
+133,443
+179% +$613K ﹤0.01% 5303
2025
Q1 		$200K Sell
74,598
-1,209
-2% -$2.94K ﹤0.01% 6560
2024
Q4 		$116K Buy
75,807
+929
+1% +$1.79K ﹤0.01% 6780
2024
Q3 		$143K Sell
74,878
-16,074
-18% -$21.9K ﹤0.01% 6102
2024
Q2 		$104K Buy
90,952
+68,741
+309% +$76.1K ﹤0.01% 6137
2024
Q1 		$23.8K Sell
22,211
-8,918
-29% -$5K ﹤0.01% 6845
2023
Q4 		$16.8K Sell
31,129
-1,193
-4% -$725 ﹤0.01% 7211
2023
Q3 		$22.9K Sell
32,322
-2,345
-7% -$2.06K ﹤0.01% 6738
2023
Q2 		$32.3K Buy
34,667
+255
+0.7% +$255 ﹤0.01% 6680
2023
Q1 		$46.5K Buy
34,412
+14,189
+70% +$22.5K ﹤0.01% 6509
2022
Q4 		$23.1K Buy
20,223
+6,179
+44% +$8.02K ﹤0.01% 7500
2022
Q3 		$20K Sell
14,044
-4,564
-25% -$8K ﹤0.01% 7390
2022
Q2 		$31K Sell
18,608
-14,522
-44% -$29.3K ﹤0.01% 6353
2022
Q1 		$96K Sell
33,130
-12,307
-27% -$49.4K ﹤0.01% 5952
2021
Q4 		$269K Sell
45,437
-2,836
-6% -$23.9K ﹤0.01% 5448
2021
Q3 		$509K Buy
48,273
+10,054
+26% +$118K ﹤0.01% 4722
2021
Q2 		$521K Buy
38,219
+6,356
+20% +$82.1K ﹤0.01% 4701
2021
Q1 		$432K Buy
+31,863
New +$551K ﹤0.01% 4982
2020
Q4 		– Sell
-863
Closed -$9K – 8438
2020
Q3 		$9K Buy
863
+513
+147% +$5.16K ﹤0.01% 6922
2020
Q2 		$4K Buy
+350
New +$3.44K ﹤0.01% 7441

Other funds holding CURI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

UBS Group's CURI Position: Q2 2026 in Review

UBS Group reduced its CuriosityStream (CURI) stake by 9.3% in Q2 2026, selling an estimated $120K and leaving 394,365 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #5692.

UBS Group first reported a position in CURI in Q2 2020 and has held it in 24 quarters since. The position peaked at $2.68M in Q3 2025. 103 funds tracked by Wall St. Rank hold CURI as of Q2 2026.

  • UBS Group held 394,365 shares of CuriosityStream worth $1.05M as of Q2 2026.
  • UBS Group sold 40,489 CuriosityStream shares in Q2 2026, an estimated $120K.
  • CuriosityStream made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5692 holding.
  • UBS Group first reported a position in CuriosityStream in Q2 2020 and has held it in 24 quarters since.
  • UBS Group's CuriosityStream position peaked at $2.68M in Q3 2025.
  • 103 funds tracked by Wall St. Rank held CuriosityStream as of Q2 2026.

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