UBS Group
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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
2024
Q2 		– Sell
-25,500
Closed -$1.56M – 10003
2024
Q1 		$1.56M Buy
+25,500
New +$600K ﹤0.01% 4190

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.