UBS Group’s Gen Digital GEN Stock Holding History

UBS Group’s Portfolio GEN Stock Details GEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-100,000	Closed	-$2.6M	–	10478
2021 Q4	$2.6M	Buy	+100,000	New	+$2.53M	﹤0.01%	3503
2020 Q1	–	Sell	-2,081,000	Closed	-$53.1M	–	8106
2019 Q4	$53.1M	Buy	+2,081,000	New	+$50.8M	0.02%	747
2019 Q3	–	Sell	-1,800	Closed	-$39K	–	8091
2019 Q2	$39K	Buy	+1,800	New	+$38.7K	﹤0.01%	6116
2018 Q1	–	Sell	-20,000	Closed	-$561K	–	7949
2017 Q4	$561K	Hold	20,000	–	–	﹤0.01%	4209
2017 Q3	$656K	Hold	20,000	–	–	﹤0.01%	4019
2017 Q2	$565K	Buy	+20,000	New	+$605K	﹤0.01%	4038
2016 Q1	–	Sell	-16,700	Closed	-$351K	–	7825
2015 Q4	$351K	Hold	16,700	–	–	﹤0.01%	4218
2015 Q3	$325K	Sell	16,700 -63,600	-79%	-$1.37M	﹤0.01%	4244
2015 Q2	$1.87M	Buy	80,300 +48,300	+151%	+$1.18M	﹤0.01%	3042
2015 Q1	$748K	Sell	32,000 -16,100	-33%	-$402K	﹤0.01%	3820
2014 Q4	$1.23M	Buy	+48,100	New	+$1.2M	﹤0.01%	3398

Other funds holding GEN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group's GEN Position: Q1 2026 in Review

UBS Group increased its Gen Digital (GEN) stake by 23% in Q1 2026, buying an estimated $13.5M and bringing the position to 3,134,947 shares worth $59M. The position accounts for 0.01% of the portfolio, ranked #1480.

UBS Group first reported a position in GEN in Q4 2014 and has held it in 46 quarters since. The position peaked at $331M in Q2 2019. 669 funds tracked by Wall St. Rank hold GEN as of Q1 2026.

UBS Group held 3,134,947 shares of Gen Digital worth $59M as of Q1 2026.
UBS Group bought 583,918 Gen Digital shares in Q1 2026, an estimated $13.5M.
Gen Digital made up 0.01% of UBS Group's portfolio in Q1 2026, its #1480 holding.
UBS Group first reported a position in Gen Digital in Q4 2014 and has held it in 46 quarters since.
UBS Group's Gen Digital position peaked at $331M in Q2 2019.
669 funds tracked by Wall St. Rank held Gen Digital as of Q1 2026.

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