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 $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. 419 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.
  • 419 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.