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
Q1 		– Sell
-60,200
Closed -$2.63M – 11197
2025
Q4 		$2.63M Buy
60,200
+45,200
+301% +$2.08M ﹤0.01% 4700
2025
Q3 		$762K Buy
+15,000
New +$1.06M ﹤0.01% 5777
2024
Q1 		– Sell
-10,000
Closed -$409K – 10054
2023
Q4 		$409K Hold
10,000
– – ﹤0.01% 5253
2023
Q3 		$285K Buy
+10,000
New +$402K ﹤0.01% 5094
2022
Q2 		– Sell
-4,769
Closed -$520K – 10975
2022
Q1 		$520K Buy
+4,769
New +$549K ﹤0.01% 4659

Other funds holding UPST

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
HFF
Halter Ferguson Financial Carmel, Indiana $456M AUM 49.85% 1-Year Est. Return

UBS Group's UPST Position: Q1 2026 in Review

UBS Group increased its Upstart Holdings (UPST) stake by 37% in Q1 2026, buying an estimated $8.43M and bringing the position to 881,867 shares worth $22.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2455.

UBS Group first reported a position in UPST in Q4 2020 and has held it in 22 quarters since. The position peaked at $53M in Q2 2025. 339 funds tracked by Wall St. Rank hold UPST as of Q1 2026.

  • UBS Group held 881,867 shares of Upstart Holdings worth $22.6M as of Q1 2026.
  • UBS Group bought 239,730 Upstart Holdings shares in Q1 2026, an estimated $8.43M.
  • Upstart Holdings made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2455 holding.
  • UBS Group first reported a position in Upstart Holdings in Q4 2020 and has held it in 22 quarters since.
  • UBS Group's Upstart Holdings position peaked at $53M in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Upstart Holdings as of Q1 2026.

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