UBS Group
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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
-120,000
Closed -$3.12M – 10479
2021
Q4 		$3.12M Hold
120,000
– – ﹤0.01% 3319
2021
Q3 		$3.04M Hold
120,000
– – ﹤0.01% 3190
2021
Q2 		$3.27M Hold
120,000
– – ﹤0.01% 3106
2021
Q1 		$2.55M Hold
120,000
– – ﹤0.01% 3316
2020
Q4 		$2.49M Buy
+120,000
New +$2.42M ﹤0.01% 3189
2020
Q1 		– Sell
-154,100
Closed -$3.93M – 8107
2019
Q4 		$3.93M Sell
154,100
-350,000
-69% -$8.55M ﹤0.01% 2840
2019
Q3 		$11.9M Buy
504,100
+254,100
+102% +$5.93M ﹤0.01% 1632
2019
Q2 		$5.44M Buy
+250,000
New +$5.37M ﹤0.01% 2255
2019
Q1 		– Sell
-90,000
Closed -$1.7M – 7868
2018
Q4 		$1.7M Hold
90,000
– – ﹤0.01% 3192
2018
Q3 		$1.92M Hold
90,000
– – ﹤0.01% 3251
2018
Q2 		$1.86M Buy
+90,000
New +$2.16M ﹤0.01% 3242
2018
Q1 		– Sell
-30,000
Closed -$842K – 7950
2017
Q4 		$842K Sell
30,000
-160,000
-84% -$4.79M ﹤0.01% 3914
2017
Q3 		$6.23M Buy
190,000
+30,000
+19% +$914K ﹤0.01% 2006
2017
Q2 		$4.52M Buy
+160,000
New +$4.84M ﹤0.01% 2234
2017
Q1 		– Sell
-122,700
Closed -$2.93M – 7759
2016
Q4 		$2.93M Hold
122,700
– – ﹤0.01% 2576
2016
Q3 		$3.08M Sell
122,700
-300,000
-71% -$6.82M ﹤0.01% 2453
2016
Q2 		$8.68M Buy
+422,700
New +$7.61M 0.01% 1491
2015
Q3 		– Sell
-2,000
Closed -$47K – 8487
2015
Q2 		$47K Sell
2,000
-2,400
-55% -$58.6K ﹤0.01% 6054
2015
Q1 		$103K Sell
4,400
-2,000
-31% -$49.9K ﹤0.01% 5385
2014
Q4 		$164K Buy
+6,400
New +$159K ﹤0.01% 5232

Other funds holding GEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group's GEN Position: Q3 2026 in Review

UBS Group increased its Gen Digital (GEN) stake by 47% in Q3 2026, buying an estimated $43.8M and bringing the position to 4,938,841 shares worth $109M. The position accounts for 0.01% of the portfolio, ranked #1039.

UBS Group first reported a position in GEN in Q4 2014 and has held it in 48 quarters since. The position peaked at $331M in Q2 2019. 423 funds tracked by Wall St. Rank hold GEN as of Q3 2026.

  • UBS Group held 4,938,841 shares of Gen Digital worth $109M as of Q3 2026.
  • UBS Group bought 1,577,302 Gen Digital shares in Q3 2026, an estimated $43.8M.
  • Gen Digital made up 0.01% of UBS Group's portfolio in Q3 2026, its #1039 holding.
  • UBS Group first reported a position in Gen Digital in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Gen Digital position peaked at $331M in Q2 2019.
  • 423 funds tracked by Wall St. Rank held Gen Digital as of Q3 2026.

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