UBS Group
NAVI icon

UBS Group’s Navient NAVI Stock Holding History

UBS Group’s Portfolio NAVI Stock Details NAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-73,300
Closed -$1.05M – 9654
2021
Q1 		$1.05M Buy
+73,300
New +$902K ﹤0.01% 4196
2017
Q2 		– Sell
-197,600
Closed -$2.92M – 7866
2017
Q1 		$2.92M Hold
197,600
– – ﹤0.01% 2579
2016
Q4 		$3.25M Buy
+197,600
New +$3.07M ﹤0.01% 2463

Other funds holding NAVI

SIM
Sherborne Investors Management New York $251M AUM 39.65% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group's NAVI Position: Q2 2026 in Review

UBS Group increased its Navient (NAVI) stake by 64% in Q2 2026, buying an estimated $1.09M and bringing the position to 330,955 shares worth $2.82M. The position accounts for ﹤0.01% of the portfolio, ranked #4771.

UBS Group first reported a position in NAVI in Q4 2014 and has held it in 47 quarters since. The position peaked at $17.4M in Q4 2014. 255 funds tracked by Wall St. Rank hold NAVI as of Q2 2026.

  • UBS Group held 330,955 shares of Navient worth $2.82M as of Q2 2026.
  • UBS Group bought 129,501 Navient shares in Q2 2026, an estimated $1.09M.
  • Navient made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4771 holding.
  • UBS Group first reported a position in Navient in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Navient position peaked at $17.4M in Q4 2014.
  • 255 funds tracked by Wall St. Rank held Navient as of Q2 2026.

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