Position in UTI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,991,209
+$4,648,975 QoQ
Shares Held
280,365
+37.8% QoQ
Ownership
0.509%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#50
of 262 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in UTI Over Time
Shares Held
Position Value (USD)
Position in Education & Training Services
Consumer Defensive · as of Jun 30, 2026UBS Group AG holds $247,040,077 across 39 Education & Training Services names. UTI ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EDU |
New Oriental Education & Technology Group Inc.
|
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
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|
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 UTI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,991,209 | 280,365 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $7,342,234 | 203,386 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $6,054,764 | 231,717 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,991,183 | 122,617 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,645,317 | 78,056 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,554,492 | 99,474 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,235,612 | 86,955 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,033,295 | 125,049 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $700,031 | 44,503 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $824,607 | 51,732 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $575,956 | 46,003 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $150,194 | 17,923 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $131,331 | 19,006 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $96,626 | 13,093 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $43,114 | 6,416 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $544 | 100 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $713 | 100 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $885 | 100 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $782 | 100 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $676 | 100 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,141 | 484 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $47,356 | 8,109 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $23,837 | 3,690 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $9,113 | 1,794 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $64,655 | 9,303 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $499 | 84 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||