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 		$19M Sell
150,500
-62,600
-29% -$8.01M ﹤0.01% 2649
2025
Q4 		$27.5M Buy
213,100
+90,800
+74% +$10.9M ﹤0.01% 2270
2025
Q3 		$14.2M Buy
122,300
+59,500
+95% +$6.64M ﹤0.01% 2934
2025
Q2 		$6.68M Buy
62,800
+15,000
+31% +$1.39M ﹤0.01% 3569
2025
Q1 		$4.28M Buy
47,800
+28,200
+144% +$2.69M ﹤0.01% 3949
2024
Q4 		$1.92M Hold
19,600
– – ﹤0.01% 4757
2024
Q3 		$1.73M Hold
19,600
– – ﹤0.01% 4139
2024
Q2 		$1.45M Sell
19,600
-30,000
-60% -$2.24M ﹤0.01% 4068
2024
Q1 		$3.84M Sell
49,600
-6,300
-11% -$467K ﹤0.01% 3256
2023
Q4 		$4.33M Hold
55,900
– – ﹤0.01% 2932
2023
Q3 		$3.74M Hold
55,900
– – ﹤0.01% 2856
2023
Q2 		$4.09M Sell
55,900
-21,000
-27% -$1.51M ﹤0.01% 2786
2023
Q1 		$5.82M Buy
76,900
+36,900
+92% +$3.11M ﹤0.01% 2372
2022
Q4 		$3.1M Buy
+40,000
New +$2.95M ﹤0.01% 2945
2021
Q2 		– Sell
-50,000
Closed -$4.2M – 9806
2021
Q1 		$4.2M Sell
50,000
-30,300
-38% -$2.35M ﹤0.01% 2801
2020
Q4 		$5.84M Sell
80,300
-19,700
-20% -$1.34M ﹤0.01% 2306
2020
Q3 		$5.93M Buy
100,000
+50,000
+100% +$3.25M ﹤0.01% 2040
2020
Q2 		$3.18M Hold
50,000
– – ﹤0.01% 2445
2020
Q1 		$2.66M Buy
+50,000
New +$3.47M ﹤0.01% 2486
2019
Q3 		– Sell
-25,500
Closed -$1.43M – 8245
2019
Q2 		$1.43M Buy
+25,500
New +$1.58M ﹤0.01% 3437
2017
Q1 		– Sell
-20,000
Closed -$1.55M – 7946
2016
Q4 		$1.55M Buy
+20,000
New +$1.51M ﹤0.01% 3139
2016
Q2 		– Sell
-50,000
Closed -$2.93M – 7956
2016
Q1 		$2.93M Buy
+50,000
New +$2.84M ﹤0.01% 2339
2015
Q1 		– Sell
-900
Closed -$71K – 9348
2014
Q4 		$71K Buy
+900
New +$67.5K ﹤0.01% 6055

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.