UBS Group
STT icon

UBS Group’s State Street STT Stock Holding History

UBS Group’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.3M Sell
81,300
-2,800
-3% -$358K ﹤0.01% 3314
2025
Q4 		$10.8M Buy
84,100
+5,700
+7% +$683K ﹤0.01% 3205
2025
Q3 		$9.1M Buy
78,400
+42,400
+118% +$4.73M ﹤0.01% 3402
2025
Q2 		$3.83M Sell
36,000
-35,000
-49% -$3.24M ﹤0.01% 4149
2025
Q1 		$6.36M Buy
71,000
+41,800
+143% +$3.99M ﹤0.01% 3537
2024
Q4 		$2.87M Buy
29,200
+10,000
+52% +$947K ﹤0.01% 4378
2024
Q3 		$1.7M Hold
19,200
– – ﹤0.01% 4160
2024
Q2 		$1.42M Sell
19,200
-29,000
-60% -$2.16M ﹤0.01% 4096
2024
Q1 		$3.73M Buy
48,200
+3,300
+7% +$245K ﹤0.01% 3288
2023
Q4 		$3.48M Hold
44,900
– – ﹤0.01% 3169
2023
Q3 		$3.01M Hold
44,900
– – ﹤0.01% 3055
2023
Q2 		$3.29M Sell
44,900
-16,000
-26% -$1.15M ﹤0.01% 3009
2023
Q1 		$4.61M Buy
+60,900
New +$5.13M ﹤0.01% 2589
2021
Q1 		– Sell
-15,700
Closed -$1.14M – 9446
2020
Q4 		$1.14M Buy
+15,700
New +$1.07M ﹤0.01% 3901
2019
Q3 		– Sell
-25,500
Closed -$1.43M – 8244
2019
Q2 		$1.43M Buy
+25,500
New +$1.58M ﹤0.01% 3436
2018
Q1 		– Sell
-26,500
Closed -$2.59M – 8149
2017
Q4 		$2.59M Buy
+26,500
New +$2.53M ﹤0.01% 2972
2017
Q1 		– Sell
-17,700
Closed -$1.38M – 7945
2016
Q4 		$1.38M Buy
+17,700
New +$1.33M ﹤0.01% 3271

Other funds holding STT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

UBS Group's STT Position: Q1 2026 in Review

UBS Group increased its State Street (STT) stake by 39% in Q1 2026, buying an estimated $61.4M and bringing the position to 1,711,403 shares worth $217M. The position accounts for 0.03% of the portfolio, ranked #581.

UBS Group first reported a position in STT in Q4 2014 and has held it in 46 quarters since. The position peaked at $241M in Q3 2025. 1,130 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • UBS Group held 1,711,403 shares of State Street worth $217M as of Q1 2026.
  • UBS Group bought 479,865 State Street shares in Q1 2026, an estimated $61.4M.
  • State Street made up 0.03% of UBS Group's portfolio in Q1 2026, its #581 holding.
  • UBS Group first reported a position in State Street in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's State Street position peaked at $241M in Q3 2025.
  • 1,130 funds tracked by Wall St. Rank held State Street as of Q1 2026.

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