UBS Group
UPST icon

UBS Group’s Upstart Holdings UPST Stock Holding History

UBS Group’s Portfolio UPST Stock Details UPST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$53.3M Buy
1,503,436
+621,569
+70% +$19.2M 0.01% 1685
2026
Q1 		$22.6M Buy
881,867
+239,730
+37% +$8.43M ﹤0.01% 2455
2025
Q4 		$28.1M Sell
642,137
-183,211
-22% -$8.44M ﹤0.01% 2248
2025
Q3 		$41.9M Buy
825,348
+5,286
+0.6% +$372K 0.01% 1812
2025
Q2 		$53M Buy
820,062
+62,137
+8% +$3.05M 0.01% 1474
2025
Q1 		$34.9M Buy
757,925
+195,881
+35% +$12.2M 0.01% 1812
2024
Q4 		$34.6M Buy
562,044
+92,780
+20% +$5.78M 0.01% 1786
2024
Q3 		$18.8M Buy
469,264
+80,679
+21% +$2.68M ﹤0.01% 1883
2024
Q2 		$9.17M Buy
388,585
+269,140
+225% +$6.49M ﹤0.01% 2279
2024
Q1 		$3.21M Buy
119,445
+35,979
+43% +$1.06M ﹤0.01% 3439
2023
Q4 		$3.41M Buy
83,466
+52,472
+169% +$1.6M ﹤0.01% 3191
2023
Q3 		$885K Sell
30,994
-66,570
-68% -$2.68M ﹤0.01% 4186
2023
Q2 		$3.49M Buy
97,564
+3,066
+3% +$70.5K ﹤0.01% 2949
2023
Q1 		$1.5M Buy
94,498
+17,046
+22% +$287K ﹤0.01% 3722
2022
Q4 		$1.02M Sell
77,452
-46,552
-38% -$900K ﹤0.01% 4049
2022
Q3 		$2.58M Sell
124,004
-40,331
-25% -$1.08M ﹤0.01% 2935
2022
Q2 		$5.2M Sell
164,335
-6,706
-4% -$399K ﹤0.01% 2345
2022
Q1 		$18.7M Buy
171,041
+106,055
+163% +$12.2M 0.01% 1474
2021
Q4 		$9.83M Buy
64,986
+6,480
+11% +$1.62M ﹤0.01% 2160
2021
Q3 		$18.5M Buy
58,506
+7,354
+14% +$1.45M 0.01% 1561
2021
Q2 		$6.39M Buy
51,152
+43,479
+567% +$5.35M ﹤0.01% 2437
2021
Q1 		$988K Buy
7,673
+6,846
+828% +$525K ﹤0.01% 4258
2020
Q4 		$34K Buy
+827
New +$33.9K ﹤0.01% 6538

Other funds holding UPST

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $617M AUM 69.99% 1-Year Est. Return

UBS Group's UPST Position: Q2 2026 in Review

UBS Group increased its Upstart Holdings (UPST) stake by 70% in Q2 2026, buying an estimated $19.2M and bringing the position to 1,503,436 shares worth $53.3M. The position accounts for 0.01% of the portfolio, ranked #1685.

UBS Group first reported a position in UPST in Q4 2020 and has held it in 23 quarters since. 368 funds tracked by Wall St. Rank hold UPST as of Q2 2026.

  • UBS Group held 1,503,436 shares of Upstart Holdings worth $53.3M as of Q2 2026.
  • UBS Group bought 621,569 Upstart Holdings shares in Q2 2026, an estimated $19.2M.
  • Upstart Holdings made up 0.01% of UBS Group's portfolio in Q2 2026, its #1685 holding.
  • UBS Group first reported a position in Upstart Holdings in Q4 2020 and has held it in 23 quarters since.
  • 368 funds tracked by Wall St. Rank held Upstart Holdings as of Q2 2026.

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