UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in UTI — Universal Technical Institute Inc
CIK 861177
NEW YORK, NY
Position in UTI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,653,454
+$44,322 QoQ
Shares Held
85,421
-14.6% QoQ
Ownership
0.155%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#83
of 262 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in UTI 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. UTI ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAL |
TAL Education Group
|
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
This page
|
85,421 | $3,653,454 | |
| 8 | PRDO |
PERDOCEO EDUCATION Corp
|
104,318 | $3,338,176 |
All Filings in UTI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,653,454 | 85,421 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,609,132 | 99,976 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,409,891 | 92,227 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,152,695 | 96,857 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,621,070 | 136,355 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,162,846 | 84,223 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $1,909,532 | 74,272 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $918,755 | 56,504 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,106,416 | 70,338 | Shares | Defined | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||