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
Q1 		– Sell
-11,044
Closed -$657K – 11145
2025
Q4 		$657K Buy
+11,044
New +$729K ﹤0.01% 5907
2025
Q2 		– Sell
-3,800
Closed -$76.8K – 10811
2025
Q1 		$76.8K Buy
+3,800
New +$97.1K ﹤0.01% 7248

Other funds holding SYM

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
WI
Walmart Inc Bentonville, Arkansas $840M AUM 140.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
SSI
SVF Sponsor III Menlo Park, California $297M AUM 163.24% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group's SYM Position: Q1 2026 in Review

UBS Group reduced its Symbotic (SYM) stake by 56% in Q1 2026, selling an estimated $28.7M and leaving 398,945 shares worth $21.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

UBS Group first reported a position in SYM in Q1 2021 and has held it in 18 quarters since. The position peaked at $59.6M in Q3 2025. 412 funds tracked by Wall St. Rank hold SYM as of Q1 2026.

  • UBS Group held 398,945 shares of Symbotic worth $21.2M as of Q1 2026.
  • UBS Group sold 501,529 Symbotic shares in Q1 2026, an estimated $28.7M.
  • Symbotic made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2521 holding.
  • UBS Group first reported a position in Symbotic in Q1 2021 and has held it in 18 quarters since.
  • UBS Group's Symbotic position peaked at $59.6M in Q3 2025.
  • 412 funds tracked by Wall St. Rank held Symbotic as of Q1 2026.

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