UBS Group AG
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 1610520
ZURICH, V8
Position in EDU
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$68,377,949
+$33,312,669 QoQ
Shares Held
1,207,451
+89.5% QoQ
Ownership
0.759%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#13
of 177 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 99.97184150744005.ToString("F0")%
Shared 0.ToString("F0")%
None 0.028158492559946534.ToString("F0")%
Common Shares in EDU Over Time
Shares Held
Position Value (USD)
Derivatives in EDU
reported options exposure · as of Mar 31, 2026CallValue
$1,882,947
CallShares
33,250
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Education & Training Services
Consumer Defensive · as of Mar 31, 2026UBS Group AG holds $280,653,322 across 39 Education & Training Services names. EDU ranks #1 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
1,207,451 | $68,377,949 | |
| 2 | LRN |
Stride, Inc.
|
596,187 | $52,565,805 | |
| 3 | LAUR |
Laureate Education, Inc.
|
1,232,810 | $42,951,098 | |
| 4 | TAL |
TAL Education Group
|
1,789,753 | $20,349,490 | |
| 5 | CVSA |
Covista Inc.
|
145,074 | $16,719,778 | |
| 6 | COUR |
Coursera, Inc.
|
2,420,100 | $14,084,981 | |
| 7 | APEI |
American Public Education Inc
|
234,623 | $13,345,356 | |
| 8 | UDMY |
Udemy, Inc.
|
2,267,813 | $10,477,295 |
All Filings in EDU
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $68,377,949 | 1,207,451 | Shares | Defined | 2026-05-05 | |
| 2026-03-31 | $1,882,947 | 33,250 | Call | Defined | 2026-05-05 | |
| 2025-12-31 | $35,065,280 | 637,203 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $1,884,777 | 34,250 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $451,095 | 8,500 | Put | Defined | 2025-11-13 | |
| 2025-09-30 | $1,724,775 | 32,500 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $82,059,007 | 1,546,241 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,861,275 | 34,500 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $5,395,000 | 100,000 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $100,330,706 | 1,859,698 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $8,366,750 | 175,000 | Call | Defined | 2025-05-13 | |
| 2025-03-31 | $185,916,212 | 3,888,647 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $7,171,500 | 150,000 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $3,664,678 | 57,100 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $149,839,119 | 2,334,670 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $10,663,482 | 140,605 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $10,195,019 | 134,428 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $2,276,792 | 30,021 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $28,712,061 | 369,382 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $1,517,367 | 19,521 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $66,608,737 | 767,205 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $868,200 | 10,000 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $63,234,117 | 862,911 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $7,685,214 | 131,259 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $6,855,582 | 173,603 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,479,798 | 219,627 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $21,295,249 | 611,581 | Shares | Defined | 2023-02-08 | |
| 2022-12-31 | $5,101,130 | 146,500 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $26,825,328 | 770,400 | Put | Defined | 2023-02-08 | |
| 2022-09-30 | $7,483,792 | 312,215 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $9,015,117 | 376,100 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $12,533,913 | 522,900 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $6,417,472 | 315,200 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $10,180,000 | 500,000 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $28,292,581 | 1,389,616 | Shares | Defined | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||