UBS Group
SYM icon

UBS Group’s Symbotic SYM Stock Holding History

UBS Group’s Portfolio SYM Stock Details SYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.4M Buy
520,420
+121,475
+30% +$6.19M ﹤0.01% 2519
2026
Q1 		$21.2M Sell
398,945
-501,529
-56% -$28.7M ﹤0.01% 2521
2025
Q4 		$53.6M Sell
900,474
-205,296
-19% -$13.6M 0.01% 1546
2025
Q3 		$59.6M Buy
1,105,770
+201,547
+22% +$10.2M 0.01% 1446
2025
Q2 		$35.1M Sell
904,223
-13,519
-1% -$354K 0.01% 1840
2025
Q1 		$18.5M Sell
917,742
-60,775
-6% -$1.55M ﹤0.01% 2406
2024
Q4 		$23.2M Buy
978,517
+833,955
+577% +$23.7M ﹤0.01% 2177
2024
Q3 		$3.53M Buy
144,562
+93,720
+184% +$2.54M ﹤0.01% 3430
2024
Q2 		$1.79M Sell
50,842
-57,814
-53% -$2.34M ﹤0.01% 3881
2024
Q1 		$4.89M Buy
108,656
+14,431
+15% +$632K ﹤0.01% 2998
2023
Q4 		$4.84M Sell
94,225
-16,726
-15% -$733K ﹤0.01% 2821
2023
Q3 		$3.71M Buy
110,951
+14,170
+15% +$583K ﹤0.01% 2862
2023
Q2 		$4.14M Buy
96,781
+65,742
+212% +$2.16M ﹤0.01% 2775
2023
Q1 		$709K Sell
31,039
-5,193
-14% -$86.8K ﹤0.01% 4411
2022
Q4 		$433K Buy
36,232
+16,754
+86% +$195K ﹤0.01% 4833
2022
Q3 		$224K Buy
+19,478
New +$287K ﹤0.01% 4991
2022
Q1 		– Sell
-1,214
Closed -$12K – 10875
2021
Q4 		$12K Buy
+1,214
New +$12.1K ﹤0.01% 8579
2021
Q3 		– Sell
-3,757
Closed -$37K – 10067
2021
Q2 		$37K Buy
3,757
+3,657
+3,657% +$36.9K ﹤0.01% 6725
2021
Q1 		$1K Buy
+100
New +$1.02K ﹤0.01% 8797

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $736M AUM 12.95% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group's SYM Position: Q2 2026 in Review

UBS Group increased its Symbotic (SYM) stake by 30% in Q2 2026, buying an estimated $6.19M and bringing the position to 520,420 shares worth $23.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

UBS Group first reported a position in SYM in Q1 2021 and has held it in 19 quarters since. The position peaked at $59.6M in Q3 2025. 417 funds tracked by Wall St. Rank hold SYM as of Q2 2026.

  • UBS Group held 520,420 shares of Symbotic worth $23.4M as of Q2 2026.
  • UBS Group bought 121,475 Symbotic shares in Q2 2026, an estimated $6.19M.
  • Symbotic made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #2519 holding.
  • UBS Group first reported a position in Symbotic in Q1 2021 and has held it in 19 quarters since.
  • UBS Group's Symbotic position peaked at $59.6M in Q3 2025.
  • 417 funds tracked by Wall St. Rank held Symbotic as of Q2 2026.

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