UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in TAL — TAL Education Group
CIK 861177
NEW YORK, NY
Position in TAL
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$198,166,216
+$198,136,495 QoQ
Shares Held
20,707,024
+792058.5% QoQ
Ownership
3.73%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2
of 235 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in TAL Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $318,573,905 across 16 Education & Training Services names. TAL ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAL |
TAL Education Group
This page
|
20,707,024 | $198,166,216 | |
| 2 | EDU |
New Oriental Education & Technology Group Inc.
|
1,477,776 | $67,844,693 | |
| 3 | LOPE |
Grand Canyon Education, Inc.
|
73,143 | $10,467,490 | |
| 4 | CVSA |
Covista Inc.
|
80,655 | $10,054,449 | |
| 5 | LAUR |
Laureate Education, Inc.
|
259,026 | $9,407,819 | |
| 6 | LRN |
Stride, Inc.
|
99,919 | $8,617,009 | |
| 7 | UTI |
Universal Technical Institute Inc
|
85,421 | $3,653,454 | |
| 8 | PRDO |
PERDOCEO EDUCATION Corp
|
104,318 | $3,338,176 |
All Filings in TAL
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,166,216 | 20,707,024 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $29,721 | 2,614 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $213,329,433 | 19,553,569 | Shares | Defined | 2026-02-13 | |
| 2025-06-30 | $142,492,980 | 13,942,562 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $166,824,409 | 12,628,646 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $5,684,756 | 567,341 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $174,743,417 | 14,758,735 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,536,259 | 612,583 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $174,382,803 | 15,364,124 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $194,817,833 | 15,425,007 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $131,929,119 | 14,481,792 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $85,265,407 | 14,306,277 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $91,703,234 | 14,306,277 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $102,832,876 | 14,586,224 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $77,236,619 | 15,634,944 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $59,829,068 | 12,285,230 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $23,364,256 | 7,762,212 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $33,087,288 | 8,419,158 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $48,810,597 | 10,084,835 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $374,282,807 | 14,834,832 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,113,070,705 | 57,810,041 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,204,446,680 | 58,795,227 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $4,161,106,043 | 54,722,594 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $3,560,602,189 | 52,070,813 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $2,687,955,929 | 50,468,568 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||