EDU NEW ORIENTAL ED & TECHNOLOGY

Ownership history in UBS Group AG  ·  33 quarters on record

AI Ownership Summary

UBS Group AG reported NEW ORIENTAL ED & TECHNOLOGY (EDU) in 33 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows EDU at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was UBS Group AG's position in NEW ORIENTAL ED & TECHNOLOGY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EDU was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How UBS Group AG held EDU — position size vs. price
% of Fund (quarterly)    EDU price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 22 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 637,203 +602,953 +1760.4% 0.01% $35.1M 2026-02-14 (Est.) $58.70
2025 Q4 REDUCED 34,250 -1,511,991 -97.8% 0.00% $1.9M 2026-02-14 (Est.) $58.70
2025 Q3 ADDED 1,546,241 +1,537,741 +18091.1% 0.01% $82.1M 2025-11-13 $54.14
2025 Q3 REDUCED 8,500 -24,000 -73.8% 0.00% $451K 2025-11-13 $54.14
2025 Q3 REDUCED 32,500 -1,827,198 -98.3% 0.00% $1.7M 2025-11-13 $54.14
2025 Q2 ADDED 1,859,698 +1,759,698 +1759.7% 0.02% $100.3M 2025-08-14 $48.06
2025 Q2 ADDED 100,000 +65,500 +189.9% 0.00% $5.4M 2025-08-14 $48.06
2025 Q2 REDUCED 34,500 -3,854,147 -99.1% 0.00% $1.9M 2025-08-14 $48.06
2025 Q1 ADDED 3,888,647 +3,738,647 +2492.4% 0.03% $185.9M 2025-05-13 $48.94
2025 Q1 REDUCED 150,000 -25,000 -14.3% 0.00% $7.2M 2025-05-13 $48.94
2025 Q1 REDUCED 175,000 -2,159,670 -92.5% 0.00% $8.4M 2025-05-13 $48.94
2024 Q4 ADDED 2,334,670 +2,277,570 +3988.7% 0.03% $149.8M 2025-02-14 $55.48
2024 Q4 REDUCED 57,100 -83,505 -59.4% 0.00% $3.7M 2025-02-14 $55.48
2024 Q3 ADDED 140,605 +6,177 +4.6% 0.00% $10.7M 2024-11-14 $55.05
2024 Q3 ADDED 134,428 +104,407 +347.8% 0.00% $10.2M 2024-11-14 $55.05
2024 Q3 REDUCED 30,021 -339,361 -91.9% 0.00% $2.3M 2024-11-14 $55.05
2024 Q2 ADDED 369,382 +349,861 +1792.2% 0.01% $28.7M 2024-08-14 $68.06
2024 Q2 REDUCED 19,521 -747,684 -97.5% 0.00% $1.5M 2024-08-14 $68.06
2024 Q1 ADDED 767,205 +757,205 +7572.1% 0.02% $66.6M 2024-05-13 $86.81
2024 Q1 REDUCED 10,000 -852,911 -98.8% 0.00% $868K 2024-05-13 $86.81
2023 Q4 ADDED 862,911 +731,652 +557.4% 0.02% $63.2M 2024-02-09 $87.12
2023 Q3 REDUCED 131,259 -42,344 -24.4% 0.00% $7.7M 2023-11-09 $66.95
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About UBS Group AG and EDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has UBS Group AG reported owning EDU?

UBS Group AG reported EDU across 22 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported EDU position in UBS Group AG's portfolio?

The largest reported portfolio weight for EDU was 0.03% in 2025 Q1.

What is the latest reported EDU position on this page?

The most recent filing on this page is 2025 Q4, when UBS Group AG reported 637,203 shares, equal to 0.01% of portfolio, with an estimated market value of $35.1M.

What does the chart on this EDU ownership page compare?

The chart compares UBS Group AG's quarterly EDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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