UBS Group
EDU icon

UBS Group’s New Oriental EDU Stock Holding History

UBS Group’s Portfolio EDU Stock Details EDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,500
Closed -$451K – 10653
2025
Q3 		$451K Sell
8,500
-91,500
-92% -$4.52M ﹤0.01% 6171
2025
Q2 		$5.4M Sell
100,000
-50,000
-33% -$2.37M ﹤0.01% 3795
2025
Q1 		$7.17M Buy
+150,000
New +$7.71M ﹤0.01% 3409
2024
Q4 		– Sell
-134,428
Closed -$10.2M – 10034
2024
Q3 		$10.2M Buy
+134,428
New +$9.21M ﹤0.01% 2350
2023
Q1 		– Sell
-770,400
Closed -$26.8M – 9763
2022
Q4 		$26.8M Buy
770,400
+247,500
+47% +$6.99M 0.01% 1217
2022
Q3 		$12.5M Buy
522,900
+22,900
+5% +$569K 0.01% 1610
2022
Q2 		$10.2M Buy
+500,000
New +$6.85M ﹤0.01% 1809
2021
Q4 		– Sell
-58,890
Closed -$1.21M – 10353
2021
Q3 		$1.21M Sell
58,890
-15,000
-20% -$476K ﹤0.01% 4025
2021
Q2 		$6.05M Buy
+73,890
New +$8.97M ﹤0.01% 2488
2020
Q3 		– Sell
-46,500
Closed -$6.06M – 8073
2020
Q2 		$6.06M Sell
46,500
-57,100
-55% -$6.96M ﹤0.01% 1897
2020
Q1 		$11.2M Buy
103,600
+13,100
+14% +$1.68M 0.01% 1320
2019
Q4 		$11M Sell
90,500
-176,475
-66% -$21.1M ﹤0.01% 1879
2019
Q3 		$29.6M Buy
266,975
+51,975
+24% +$5.44M 0.01% 991
2019
Q2 		$20.8M Buy
215,000
+195,000
+975% +$17.5M 0.01% 1194
2019
Q1 		$1.8M Hold
20,000
– – ﹤0.01% 3074
2018
Q4 		$1.1M Sell
20,000
-34,500
-63% -$2M ﹤0.01% 3597
2018
Q3 		$4.03M Sell
54,500
-139,416
-72% -$11.6M ﹤0.01% 2553
2018
Q2 		$18.4M Buy
193,916
+104,840
+118% +$10M 0.01% 1232
2018
Q1 		$7.81M Buy
+89,076
New +$8.29M ﹤0.01% 1914

Other funds holding EDU

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Discerene Group
Discerene Group Stamford, Connecticut $1.07B AUM 14.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Causeway Capital Management
Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Ninety One North America
Ninety One North America New York $2.13B AUM 8.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

UBS Group's EDU Position: Q3 2026 in Review

UBS Group reduced its New Oriental (EDU) stake by 58% in Q3 2026, selling an estimated $53M and leaving 723,313 shares worth $40.1M. The position accounts for 0.01% of the portfolio, ranked #1905.

UBS Group first reported a position in EDU in Q4 2014 and has held it in 48 quarters since. The position peaked at $186M in Q1 2025. 130 funds tracked by Wall St. Rank hold EDU as of Q3 2026.

  • UBS Group held 723,313 shares of New Oriental worth $40.1M as of Q3 2026.
  • UBS Group sold 979,231 New Oriental shares in Q3 2026, an estimated $53M.
  • New Oriental made up 0.01% of UBS Group's portfolio in Q3 2026, its #1905 holding.
  • UBS Group first reported a position in New Oriental in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's New Oriental position peaked at $186M in Q1 2025.
  • 130 funds tracked by Wall St. Rank held New Oriental as of Q3 2026.

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