UBS Group AG
Position in EDU — New Oriental Education & Technology Group Inc.
CIK 1610520
ZURICH, V8
Position in EDU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$78,163,793
+$9,785,844 QoQ
Shares Held
1,702,544
+41.0% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#8
of 169 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 Jun 30, 2026UBS Group AG holds $247,040,077 across 39 Education & Training Services names. EDU ranks #1 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EDU |
New Oriental Education & Technology Group Inc.
This page
|
1,702,544 | $78,163,793 | |
| 2 | LRN |
Stride, Inc.
|
530,833 | $45,779,037 | |
| 3 | LAUR |
Laureate Education, Inc.
|
1,248,098 | $45,330,918 | |
| 4 | COUR |
Coursera, Inc.
|
2,555,792 | $14,414,665 | |
| 5 | UTI |
Universal Technical Institute Inc
|
280,365 | $11,991,209 | |
| 6 | LOPE |
Grand Canyon Education, Inc.
|
78,116 | $11,179,178 | |
| 7 | CVSA |
Covista Inc.
|
68,440 | $8,531,728 | |
| 8 | TAL |
TAL Education Group
|
874,053 | $8,364,686 |
All Filings in EDU
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,163,793 | 1,702,544 | Shares | Defined | 2026-08-13 | |
| 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 | |
| 2022-03-31 | $205,321 | 1,785,400 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $1,963,769 | 17,076,268 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $594,363 | 2,830,300 | Call | Defined | 2022-02-14 | |
| 2021-12-31 | $2,871,890 | 13,675,677 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $120,724 | 588,900 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $871,744 | 4,252,417 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $866,494 | 4,226,800 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $605,159 | 738,900 | Put | Defined | 2021-08-13 | |
| 2021-06-30 | $836,608 | 1,021,500 | Call | Defined | 2021-08-13 | |
| 2021-06-30 | $2,201,829 | 2,688,438 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $8,085,131 | 5,775,094 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $7,905,954 | 425,486 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $5,258,407 | 351,733 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,113,828 | 469,464 | Shares | Defined | 2020-07-31 | |
| No filing history on record for this holder in this stock. | ||||||