UBS Group
STEP icon

UBS Group’s StepStone Group STEP Stock Holding History

UBS Group’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.7M Sell
501,320
-19,094
-4% -$945K ﹤0.01% 2644
2026
Q1 		$24.8M Buy
520,414
+157,067
+43% +$9.07M ﹤0.01% 2358
2025
Q4 		$23.3M Sell
363,347
-241,171
-40% -$15.3M ﹤0.01% 2441
2025
Q3 		$39.5M Buy
604,518
+483,847
+401% +$29.5M 0.01% 1867
2025
Q2 		$6.7M Sell
120,671
-17,595
-13% -$942K ﹤0.01% 3564
2025
Q1 		$7.22M Buy
138,266
+38,139
+38% +$2.24M ﹤0.01% 3400
2024
Q4 		$5.8M Buy
100,127
+70,431
+237% +$4.36M ﹤0.01% 3665
2024
Q3 		$1.69M Buy
29,696
+3,670
+14% +$187K ﹤0.01% 4172
2024
Q2 		$1.19M Sell
26,026
-41,943
-62% -$1.65M ﹤0.01% 4243
2024
Q1 		$2.43M Buy
67,969
+29,401
+76% +$995K ﹤0.01% 3753
2023
Q4 		$1.23M Sell
38,568
-14,004
-27% -$396K ﹤0.01% 4323
2023
Q3 		$1.66M Buy
52,572
+12,745
+32% +$370K ﹤0.01% 3623
2023
Q2 		$988K Buy
39,827
+14,900
+60% +$342K ﹤0.01% 4252
2023
Q1 		$605K Buy
24,927
+8,356
+50% +$228K ﹤0.01% 4548
2022
Q4 		$417K Buy
16,571
+14,528
+711% +$406K ﹤0.01% 4853
2022
Q3 		$50K Sell
2,043
-377
-16% -$10.3K ﹤0.01% 6354
2022
Q2 		$63K Sell
2,420
-17,802
-88% -$485K ﹤0.01% 5751
2022
Q1 		$669K Sell
20,222
-31,324
-61% -$1.08M ﹤0.01% 4465
2021
Q4 		$2.14M Buy
51,546
+51,462
+61,264% +$2.27M ﹤0.01% 3671
2021
Q3 		$4K Sell
84
-1,276
-94% -$56.4K ﹤0.01% 8682
2021
Q2 		$47K Sell
1,360
-3,118
-70% -$104K ﹤0.01% 6494
2021
Q1 		$158K Buy
4,478
+760
+20% +$26.8K ﹤0.01% 5634
2020
Q4 		$148K Buy
3,718
+2,718
+272% +$78.8K ﹤0.01% 5434
2020
Q3 		$27K Buy
+1,000
New +$25.5K ﹤0.01% 6079

Other funds holding STEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

UBS Group's STEP Position: Q2 2026 in Review

UBS Group reduced its StepStone Group (STEP) stake by 3.7% in Q2 2026, selling an estimated $945K and leaving 501,320 shares worth $20.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2644.

UBS Group first reported a position in STEP in Q3 2020 and has held it in 24 quarters since. The position peaked at $39.5M in Q3 2025. 273 funds tracked by Wall St. Rank hold STEP as of Q2 2026.

  • UBS Group held 501,320 shares of StepStone Group worth $20.7M as of Q2 2026.
  • UBS Group sold 19,094 StepStone Group shares in Q2 2026, an estimated $945K.
  • StepStone Group made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2644 holding.
  • UBS Group first reported a position in StepStone Group in Q3 2020 and has held it in 24 quarters since.
  • UBS Group's StepStone Group position peaked at $39.5M in Q3 2025.
  • 273 funds tracked by Wall St. Rank held StepStone Group as of Q2 2026.

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