UBS Group
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UBS Group’s Green Dot GDOT Stock Holding History

UBS Group’s Portfolio GDOT Stock Details GDOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-35,900
Closed -$568K – 9856
2022
Q4 		$568K Buy
+35,900
New +$662K ﹤0.01% 4595

Other funds holding GDOT

NSGL
No Street GP LP San Francisco, California $1.5B AUM 34.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's GDOT Position: Q1 2026 in Review

UBS Group increased its Green Dot (GDOT) stake by 8.2% in Q1 2026, buying an estimated $74.9K and bringing the position to 83,198 shares worth $933K. The position accounts for ﹤0.01% of the portfolio, ranked #5603.

UBS Group first reported a position in GDOT in Q4 2014 and has held it in 46 quarters since. The position peaked at $69.6M in Q3 2021. 173 funds tracked by Wall St. Rank hold GDOT as of Q1 2026.

  • UBS Group held 83,198 shares of Green Dot worth $933K as of Q1 2026.
  • UBS Group bought 6,334 Green Dot shares in Q1 2026, an estimated $74.9K.
  • Green Dot made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5603 holding.
  • UBS Group first reported a position in Green Dot in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Green Dot position peaked at $69.6M in Q3 2021.
  • 173 funds tracked by Wall St. Rank held Green Dot as of Q1 2026.

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