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
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 $1.68B AUM 40.61% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
FCM
Findell Capital Management New York $340M AUM 135.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
Galileo PTC Road Town, Tortola, British Virgin Islands $1.02B AUM 48.04% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return