UBS Group AG

Position in TAL — TAL Education Group

CIK 1610520 ZURICH, V8

Back to TAL Full portfolio

Position in TAL

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$20,349,490

+$6,417,345 QoQ

Shares Held

1,789,753

+40.2% QoQ

Ownership

0.439%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98.71239215690657.ToString("F0")% Shared 0.ToString("F0")% None 1.2876078430934323.ToString("F0")%

Common Shares in TAL Over Time

Shares Held

Position Value (USD)

Derivatives in TAL

reported options exposure · as of Mar 31, 2026

CallValue

$3,428,578

CallShares

301,546

PutValue

PutShares

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, 2026

UBS Group AG holds $280,653,322 across 39 Education & Training Services names. TAL ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EDU	New Oriental Education & Technology Group Inc.	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 This page	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 TAL

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50 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,428,578	301,546	-83.2%	Call	Defined	2026-05-05
2026-03-31	$20,349,490	1,789,753	+40.2%	Shares	Defined	2026-05-05
2025-12-31	$13,932,145	1,277,007	+392.0%	Shares	Defined	2026-01-29
2025-12-31	$2,831,559	259,538	-83.6%	Call	Defined	2026-01-29
2025-09-30	$17,759,391	1,585,660	+4124.1%	Shares	Defined	2025-11-13
2025-09-30	$420,425	37,538	-97.8%	Call	Defined	2025-11-13
2025-06-30	$17,734,867	1,735,310	+18093.6%	Shares	Defined	2025-08-14
2025-06-30	$97,478	9,538	-81.3%	Call	Defined	2025-08-14
2025-03-31	$674,185	51,036	-99.1%	Call	Defined	2025-05-13
2025-03-31	$76,820,799	5,815,352	+68043.3%	Shares	Defined	2025-05-13
2024-12-31	$85,510	8,534	-90.1%	Call	Defined	2025-02-14
2024-12-31	$865,728	86,400	-97.9%	Put	Defined	2025-02-14
2024-12-31	$40,341,951	4,026,143	+2584.1%	Shares	Defined	2025-02-14
2024-09-30	$1,776,000	150,000	-93.8%	Put	Defined	2024-11-14
2024-09-30	$28,664,793	2,421,013	-38.4%	Shares	Defined	2024-11-14
2024-06-30	$41,949,188	3,931,508	+16275.8%	Shares	Defined	2024-08-14
2024-03-31	$272,490	24,008	-99.4%	Call	Defined	2024-05-13
2024-03-31	$44,456,167	3,916,843	-1.6%	Shares	Defined	2024-05-13
2023-12-31	$50,291,332	3,981,895	+5.6%	Shares	Defined	2024-02-09
2023-09-30	$34,353,518	3,770,968	+35488.6%	Shares	Defined	2023-11-09
2023-09-30	$96,529	10,596	-99.8%	Call	Defined	2023-11-09
2023-06-30	$38,895,847	6,526,149	-5.2%	Shares	Defined	2023-08-11
2023-03-31	$44,120,188	6,883,025	+7406.0%	Shares	Defined	2023-05-12
2022-12-31	$646,485	91,700	-98.3%	Call	Defined	2023-02-08
2022-12-31	$37,792,630	5,360,657	-69.4%	Shares	Defined	2023-02-08
2022-09-30	$86,433,188	17,496,597	+13400.5%	Shares	Defined	2022-11-10
2022-09-30	$640,224	129,600	0.0%	Call	Defined	2022-11-10
2022-06-30	$631,152	129,600	-99.3%	Call	Defined	2022-08-10
2022-06-30	$88,793,959	18,232,846	+18206.1%	Shares	Defined	2022-08-10
2022-03-31	$299,796	99,600	-99.5%	Call	Defined	2022-05-16
2022-03-31	$56,674,577	18,828,764	+1751.8%	Shares	Defined	2022-05-16
2021-12-31	$3,996,024	1,016,800	-93.7%	Call	Defined	2022-02-14
2021-12-31	$63,044,071	16,041,749	+19877.3%	Shares	Defined	2022-02-14
2021-12-31	$315,579	80,300	-96.9%	Put	Defined	2022-02-14
2021-09-30	$12,533,664	2,589,600	+1443.3%	Call	Defined	2021-11-15
2021-09-30	$812,152	167,800	-96.1%	Put	Defined	2021-11-15
2021-09-30	$21,079,571	4,355,284	+2420.4%	Shares	Defined	2021-11-15
2021-06-30	$4,359,744	172,800	-95.3%	Put	Defined	2021-08-13
2021-06-30	$93,197,097	3,693,900	+316.2%	Call	Defined	2021-08-13
2021-06-30	$22,391,446	887,493	-42.9%	Shares	Defined	2021-08-13
2021-03-31	$83,637,987	1,553,166	+137.6%	Shares	Defined	2021-05-12
2021-03-31	$35,196,252	653,598	-51.2%	Call	Defined	2021-05-12
2021-03-31	$72,081,779	1,338,566	-22.2%	Put	Defined	2021-05-12
2020-12-31	$123,019,009	1,720,305	+132.7%	Shares	Defined	2021-02-11
2020-12-31	$52,867,343	739,300	-65.5%	Put	Defined	2021-02-11
2020-09-30	$162,795,858	2,140,924	+361.1%	Shares	Defined	2020-11-12
2020-09-30	$35,305,372	464,300	-35.5%	Put	Defined	2020-11-12
2020-06-30	$49,185,734	719,300	-65.6%	Put	Defined	2020-07-31
2020-06-30	$142,905,923	2,089,879	+233.0%	Shares	Defined	2020-07-31
2020-03-31	$33,424,644	627,575	—	Put	Defined	2020-05-01
No filing history on record for this holder in this stock.