UBS Group
ROOT icon

UBS Group’s Root ROOT Stock Holding History

UBS Group’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.63M Buy
82,826
+24,671
+42% +$1.32M ﹤0.01% 4240
2026
Q1 		$2.57M Sell
58,155
-79,674
-58% -$4.65M ﹤0.01% 4740
2025
Q4 		$9.96M Sell
137,829
-90,909
-40% -$7.24M ﹤0.01% 3288
2025
Q3 		$20.5M Buy
228,738
+180,289
+372% +$18.9M ﹤0.01% 2535
2025
Q2 		$6.2M Sell
48,449
-98,720
-67% -$13.4M ﹤0.01% 3649
2025
Q1 		$19.6M Buy
147,169
+32,824
+29% +$3.76M ﹤0.01% 2345
2024
Q4 		$8.3M Buy
114,345
+89,841
+367% +$6.21M ﹤0.01% 3263
2024
Q3 		$926K Buy
24,504
+16,603
+210% +$857K ﹤0.01% 4722
2024
Q2 		$408K Buy
7,901
+1,637
+26% +$94.7K ﹤0.01% 5165
2024
Q1 		$383K Buy
6,264
+4,003
+177% +$94.2K ﹤0.01% 5393
2023
Q4 		$23.7K Buy
2,261
+2,104
+1,340% +$20.9K ﹤0.01% 7003
2023
Q3 		$1.49K Sell
157
-6,334
-98% -$65.6K ﹤0.01% 7918
2023
Q2 		$58K Buy
6,491
+4,596
+243% +$25.4K ﹤0.01% 6384
2023
Q1 		$8.55K Sell
1,895
-6,002
-76% -$30.4K ﹤0.01% 7713
2022
Q4 		$35.5K Buy
7,897
+4,533
+135% +$31.3K ﹤0.01% 7075
2022
Q3 		$26K Sell
3,364
-5,377
-62% -$84.2K ﹤0.01% 7060
2022
Q2 		$188K Buy
8,741
+614
+8% +$16.6K ﹤0.01% 4975
2022
Q1 		$288K Sell
8,127
-3,325
-29% -$120K ﹤0.01% 5091
2021
Q4 		$638K Buy
11,452
+434
+4% +$33.9K ﹤0.01% 4781
2021
Q3 		$1.04M Buy
11,018
+3,536
+47% +$439K ﹤0.01% 4165
2021
Q2 		$1.46M Buy
7,482
+6,366
+570% +$1.2M ﹤0.01% 3859
2021
Q1 		$256K Buy
+1,116
New +$337K ﹤0.01% 5308

Other funds holding ROOT

RMC
Ribbit Management Company Palo Alto, California $2.05B AUM 4.29% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
Findell Capital Management New York $710M AUM 250.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.11B AUM 39.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

UBS Group's ROOT Position: Q2 2026 in Review

UBS Group increased its Root (ROOT) stake by 42% in Q2 2026, buying an estimated $1.32M and bringing the position to 82,826 shares worth $4.63M. The position accounts for ﹤0.01% of the portfolio, ranked #4240.

UBS Group first reported a position in ROOT in Q1 2021 and has held it in 22 quarters since. The position peaked at $20.5M in Q3 2025. 160 funds tracked by Wall St. Rank hold ROOT as of Q2 2026.

  • UBS Group held 82,826 shares of Root worth $4.63M as of Q2 2026.
  • UBS Group bought 24,671 Root shares in Q2 2026, an estimated $1.32M.
  • Root made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4240 holding.
  • UBS Group first reported a position in Root in Q1 2021 and has held it in 22 quarters since.
  • UBS Group's Root position peaked at $20.5M in Q3 2025.
  • 160 funds tracked by Wall St. Rank held Root as of Q2 2026.

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