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 		$1.24M Buy
+35,000
New +$1.08M ﹤0.01% 5536
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 $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. 369 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.
  • 369 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.