UBS Group
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UBS Group’s Roku ROKU Stock Holding History

UBS Group’s Portfolio ROKU Stock Details ROKU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.3M Sell
446,900
-268,000
-37% -$26.1M 0.01% 1818
2025
Q4 		$77.6M Buy
714,900
+73,600
+11% +$7.47M 0.01% 1224
2025
Q3 		$64.2M Buy
641,300
+50,300
+9% +$4.64M 0.01% 1384
2025
Q2 		$51.9M Sell
591,000
-44,600
-7% -$3.12M 0.01% 1495
2025
Q1 		$44.8M Buy
635,600
+278,300
+78% +$22.3M 0.01% 1581
2024
Q4 		$26.6M Sell
357,300
-3,000
-0.8% -$227K ﹤0.01% 2029
2024
Q3 		$26.9M Buy
360,300
+95,300
+36% +$6.11M 0.01% 1596
2024
Q2 		$15.9M Buy
265,000
+75,000
+39% +$4.4M ﹤0.01% 1869
2024
Q1 		$12.4M Sell
190,000
-85,000
-31% -$6.61M ﹤0.01% 2087
2023
Q4 		$25.2M Buy
275,000
+150,000
+120% +$12.5M 0.01% 1429
2023
Q3 		$8.82M Sell
125,000
-140,000
-53% -$10.8M ﹤0.01% 2079
2023
Q2 		$16.9M Buy
265,000
+74,000
+39% +$4.5M 0.01% 1570
2023
Q1 		$12.6M Sell
191,000
-71,300
-27% -$4.17M ﹤0.01% 1728
2022
Q4 		$10.7M Buy
262,300
+31,700
+14% +$1.66M ﹤0.01% 1869
2022
Q3 		$13M Sell
230,600
-126,300
-35% -$9.61M 0.01% 1575
2022
Q2 		$29.3M Buy
356,900
+96,300
+37% +$9.33M 0.01% 1074
2022
Q1 		$32.6M Sell
260,600
-31,000
-11% -$4.55M 0.01% 1102
2021
Q4 		$66.5M Buy
291,600
+238,600
+450% +$64.4M 0.02% 784
2021
Q3 		$16.6M Buy
53,000
+12,500
+31% +$4.71M 0.01% 1644
2021
Q2 		$18.6M Buy
40,500
+4,500
+13% +$1.59M 0.01% 1540
2021
Q1 		$11.7M Sell
36,000
-19,000
-35% -$7.45M ﹤0.01% 1816
2020
Q4 		$18.3M Hold
55,000
– – 0.01% 1399
2020
Q3 		$10.4M Sell
55,000
-25,200
-31% -$3.98M ﹤0.01% 1616
2020
Q2 		$9.35M Sell
80,200
-50,000
-38% -$5.72M ﹤0.01% 1558
2020
Q1 		$11.4M Sell
130,200
-5,000
-4% -$576K 0.01% 1308
2019
Q4 		$18.1M Buy
+135,200
New +$18.6M 0.01% 1454
2018
Q2 		– Sell
-40,000
Closed -$1.24M – 8204
2018
Q1 		$1.24M Buy
+40,000
New +$1.65M ﹤0.01% 3542

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

UBS Group's ROKU Position: Q1 2026 in Review

UBS Group reduced its Roku (ROKU) stake by 0.23% in Q1 2026, selling an estimated $110K and leaving 496,165 shares worth $46.9M. The position accounts for 0.01% of the portfolio, ranked #1707.

UBS Group first reported a position in ROKU in Q3 2017 and has held it in 35 quarters since. The position peaked at $76.5M in Q4 2024. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • UBS Group held 496,165 shares of Roku worth $46.9M as of Q1 2026.
  • UBS Group sold 1,132 Roku shares in Q1 2026, an estimated $110K.
  • Roku made up 0.01% of UBS Group's portfolio in Q1 2026, its #1707 holding.
  • UBS Group first reported a position in Roku in Q3 2017 and has held it in 35 quarters since.
  • UBS Group's Roku position peaked at $76.5M in Q4 2024.
  • 691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

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