UBS Group
USAR

UBS Group’s USA Rare Earth Inc USAR Stock Holding History

UBS Group’s Portfolio USAR Stock Details USAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$192M Buy
8,913,844
+5,030,029
+130% +$115M 0.02% 687
2026
Q1 		$58.8M Buy
3,883,815
+2,604,437
+204% +$50.5M 0.01% 1483
2025
Q4 		$15.2M Buy
1,279,378
+124,212
+11% +$2.37M ﹤0.01% 2852
2025
Q3 		$19.9M Buy
1,155,166
+1,076,146
+1,362% +$15.4M ﹤0.01% 2576
2025
Q2 		$866K Sell
79,020
-4,640
-6% -$49.2K ﹤0.01% 5570
2025
Q1 		$497K Buy
83,660
+46,300
+124% +$542K ﹤0.01% 5851
2024
Q4 		$429K Buy
37,360
+30,740
+464% +$341K ﹤0.01% 5955
2024
Q3 		$71.2K Buy
6,620
+5,969
+917% +$63.7K ﹤0.01% 6586
2024
Q2 		$6.9K Buy
651
+550
+545% +$5.79K ﹤0.01% 7878
2024
Q1 		$1.06K Buy
+101
New +$1.05K ﹤0.01% 8245

Other funds holding USAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BCA
Bayshore Capital Advisors Tampa, Florida $214M AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

UBS Group's USAR Position: Q2 2026 in Review

UBS Group increased its USA Rare Earth Inc (USAR) stake by 130% in Q2 2026, buying an estimated $115M and bringing the position to 8,913,844 shares worth $192M. The position accounts for 0.02% of the portfolio, ranked #687.

UBS Group first reported a position in USAR in Q1 2024 and has held it in 10 quarters since. 392 funds tracked by Wall St. Rank hold USAR as of Q2 2026.

  • UBS Group held 8,913,844 shares of USA Rare Earth Inc worth $192M as of Q2 2026.
  • UBS Group bought 5,030,029 USA Rare Earth Inc shares in Q2 2026, an estimated $115M.
  • USA Rare Earth Inc made up 0.02% of UBS Group's portfolio in Q2 2026, its #687 holding.
  • UBS Group first reported a position in USA Rare Earth Inc in Q1 2024 and has held it in 10 quarters since.
  • 392 funds tracked by Wall St. Rank held USA Rare Earth Inc as of Q2 2026.

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