Position in UPS
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$682,299,829
-$28,201,906 QoQ
Shares Held
6,935,351
-3.2% QoQ
Ownership
0.816%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in UPS Over Time
Shares Held
Position Value (USD)
Derivatives in UPS
reported options exposure · as of Mar 31, 2026CallValue
$13,981,765
CallShares
142,120
PutValue
$30,603,460
PutShares
311,074
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 Integrated Freight & Logistics
Industrials · as of Mar 31, 2026UBS Group AG holds $1,671,591,702 across 27 Integrated Freight & Logistics names. UPS ranks #1 (40.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UPS |
United Parcel Service Inc
This page
|
6,935,351 | $682,299,829 | |
| 2 | FDX |
Fedex Corp
|
1,117,751 | $320,806,270 | |
| 3 | CHRW |
C. H. Robinson Worldwide, Inc.
|
1,608,274 | $267,086,061 | |
| 4 | JBHT |
Hunt J B Transport Services Inc
|
786,685 | $166,698,549 | |
| 5 | EXPD |
Expeditors International Of Washington Inc
|
610,118 | $87,387,198 | |
| 6 | LSTR |
Landstar System Inc
|
277,749 | $44,525,940 | |
| 7 | GXO |
GXO Logistics, Inc.
|
757,128 | $39,257,084 | |
| 8 | HUBG |
Hub Group, Inc.
|
513,842 | $18,518,864 |
All Filings in UPS
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,981,765 | 142,120 | Call | Defined | 2026-05-05 | |
| 2026-03-31 | $30,603,460 | 311,074 | Put | Defined | 2026-05-05 | |
| 2026-03-31 | $682,299,829 | 6,935,351 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $60,384,293 | 608,774 | Put | Defined | 2026-01-29 | |
| 2025-12-31 | $710,501,735 | 7,163,038 | Shares | Defined | 2026-01-29 | |
| 2025-12-31 | $41,977,604 | 423,204 | Call | Defined | 2026-01-29 | |
| 2025-09-30 | $627,711,239 | 7,514,800 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $48,711,688 | 583,164 | Call | Defined | 2025-11-13 | |
| 2025-09-30 | $80,545,473 | 964,270 | Put | Defined | 2025-11-13 | |
| 2025-06-30 | $110,980,501 | 1,099,470 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $642,154,938 | 6,361,749 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $31,443,213 | 311,504 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $114,804,262 | 1,043,770 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $754,507,528 | 6,859,783 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $9,756,552 | 88,704 | Call | Defined | 2025-05-13 | |
| 2024-12-31 | $903,463,243 | 7,164,657 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $24,047,774 | 190,704 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $139,878,947 | 1,109,270 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $104,459,617 | 766,170 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $827,242,534 | 6,067,497 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $14,452,585 | 106,004 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $90,604,279 | 662,070 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $7,453,398 | 54,464 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $909,607,594 | 6,646,749 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $922,756,717 | 6,208,415 | Shares | Defined | 2024-05-13 | |
| 2024-03-31 | $108,083,736 | 727,200 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $21,798,670 | 146,664 | Call | Defined | 2024-05-13 | |
| 2023-12-31 | $736,839,208 | 4,686,378 | Shares | Defined | 2024-02-09 | |
| 2023-12-31 | $112,671,018 | 716,600 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $9,433,800 | 60,000 | Call | Defined | 2024-02-09 | |
| 2023-09-30 | $113,114,859 | 725,700 | Put | Defined | 2023-11-09 | |
| 2023-09-30 | $11,846,120 | 76,000 | Call | Defined | 2023-11-09 | |
| 2023-09-30 | $764,337,220 | 4,903,684 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $110,095,350 | 614,200 | Put | Defined | 2023-08-11 | |
| 2023-06-30 | $955,796,487 | 5,332,198 | Shares | Defined | 2023-08-11 | |
| 2023-06-30 | $17,356,777 | 96,830 | Call | Defined | 2023-08-11 | |
| 2023-03-31 | $1,081,415,290 | 5,574,593 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $4,015,593 | 20,700 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $8,942,939 | 46,100 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $52,603,984 | 302,600 | Put | Defined | 2023-02-08 | |
| 2022-12-31 | $24,859,120 | 143,000 | Call | Defined | 2023-02-08 | |
| 2022-12-31 | $981,165,993 | 5,644,075 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $858,103,867 | 5,312,021 | Shares | Defined | 2022-11-10 | |
| 2022-09-30 | $23,100,220 | 143,000 | Call | Defined | 2022-11-10 | |
| 2022-09-30 | $32,695,696 | 202,400 | Put | Defined | 2022-11-10 | |
| 2022-06-30 | $19,111,938 | 104,700 | Call | Defined | 2022-08-10 | |
| 2022-06-30 | $35,175,458 | 192,700 | Put | Defined | 2022-08-10 | |
| 2022-06-30 | $984,791,797 | 5,394,937 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $20,395,146 | 95,100 | Call | Defined | 2022-05-16 | |
| 2022-03-31 | $28,330,166 | 132,100 | Put | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||