United Parcel Service, Inc.
IT ˙ BIT ˙ US9113121068
93,64 € ↓ -1,56 (-1,64%)
2026-06-04
DEL PRIS
SecurityIT:1UPS / United Parcel Service, Inc.
InstitutionBaird Financial Group, Inc.
Latest Disclosed Ownership397,941 shares
Latest Disclosed Value $ 39,149,436
Baird Financial Group, Inc. reports 2.60% increase in ownership of 1UPS / United Parcel Service, Inc.

On May 14, 2026 - Baird Financial Group, Inc. filed a 13F-HR form disclosing ownership of 397,941 shares of United Parcel Service, Inc. (IT:1UPS) valued at $33,108,691 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 387,866 shares of United Parcel Service, Inc.. This represents a change in shares of 2.60% during the quarter. The current value of the position is $37,263,195 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F UNITED PARCEL SVCS CL B 911312106 397,941 10,075 2.60 39,149 1.76 0.0329
2026-02-13 2025-12-31 13F UNITED PARCEL SERVICE INC CL B COMMON 911312106 387,866 -165,205 -29.87 38,472 -16.72 0.0600
2025-11-13 2025-09-30 13F UNITED PARCEL SERVICE INC CL B COMMON 911312106 553,071 -57,654 -9.44 46,198 -25.06 0.0743
2025-08-13 2025-06-30 13F UNITED PARCEL SERVICE INC CL B COMMON 911312106 610,725 -145,663 -19.26 61,647 -25.90 0.1081
2025-05-15 2025-03-31 13F UNITED PARCEL SERVICE INC CL B COMMON 911312106 756,388 3,679 0.49 83,195 -12.35 0.1602
2025-02-14 2024-12-31 13F UNITED PARCEL SERVICE COMMON 911312106 752,709 325 0.04 94,917 -7.47 0.1815
2024-11-14 2024-09-30 13F UPS INC B COMMON 911312106 752,384 52,284 7.47 102,580 7.07 0.1992
2024-08-14 2024-06-30 13F UNITED PARCEL SERVICE COMMON 911312106 700,100 6,633 0.96 95,809 -7.04 0.1987
2024-05-14 2024-03-31 13F UNITED PARCEL SERVICE COMMON 911312106 693,467 -16,902 -2.38 103,070 -7.72 0.2161
2024-02-14 2023-12-31 13F UNITED PARCEL SERVICE COMMON 911312106 710,369 -8,694 -1.21 111,691 -0.35 0.2545
2023-11-13 2023-09-30 13F UNITED PARCEL SERVICE COMMON 911312106 719,063 -10,653 -1.46 112,080 -14.31 0.3057
2023-08-11 2023-06-30 13F UNITED PARCEL SERVICE COMMON 911312106 729,716 -27,167 -3.59 130,802 -10.91 0.3452
2023-05-15 2023-03-31 13F UNITED PARCEL SERVICE COMMON 911312106 756,883 -10,517 -1.37 146,828 110,296.24 0.3622
2023-02-13 2022-12-31 13F UNITED PARCEL SERVICE COMMON 911312106 767,400 44,107 6.10 133 -99.89 0.3513
2022-11-15 2022-09-30 13F UNITED PARCEL SERVICE COMMON 911312106 723,293 4,808 0.67 116,840 -10.91 0.3443
2022-08-08 2022-06-30 13F UNITED PARCEL SERVICE COMMON 911312106 718,485 -146 -0.02 131,153 -14.90 0.3641
2022-05-13 2022-03-31 13F UNITED PARCEL SERVICE COMMON 911312106 718,631 3,434 0.48 154,111 0.53 0.3808
2022-02-09 2021-12-31 13F UNITED PARCEL SVC INC CL B COMMON 911312106 715,197 -1,544 -0.22 153,295 17.45 0.3584
2021-11-12 2021-09-30 13F UNITED PARCEL SVC INC CL B COMMON 911312106 716,741 28,593 4.16 130,519 -8.80 0.3338
2021-08-11 2021-06-30 13F UNITED PARCEL SVC INC CL B COMMON 911312106 688,148 -31,843 -4.42 143,114 16.93 0.3720
2021-05-13 2021-03-31 13F UNITED PARCEL SVC INC CL B COMMON 911312106 719,991 -13,030 -1.78 122,392 -0.85 0.3433
2021-02-11 2020-12-31 13F UNITED PARCEL SVC INC CL B COMMON 911312106 733,021 59,212 8.79 123,441 9.94 0.3690
2020-11-12 2020-09-30 13F UNITED PARCEL SVC INC CL B COMMON 911312106 673,809 -50,100 -6.92 112,277 39.50 0.3847
2020-10-22 2020-06-30 13F/A-1 UNITED PARCEL SVC INC CL B COMMON 911312106 723,909 33,731 4.89 80,483 24.77 0.3032
2020-08-14 2020-06-30 13F UNITED PARCEL SVC INC CL B COMMON 911312106 742,789 52,611 86,391 171,207.3342
2020-05-14 2020-03-31 13F UNITED PARCEL SVC INC CL B COMMON 911312106 690,178 -42,547 -5.81 64,505 -24.79 0.2946
2020-02-14 2019-12-31 13F UNITED PARCEL SVC INC CL B COMMON 911312106 732,725 28,876 4.10 85,772 1.71 0.3079
2019-11-14 2019-09-30 13F UNITED PARCEL SERVICE-B Common 911312106 703,849 3,330 0.48 84,331 16.57 0.3322
2019-08-14 2019-06-30 13F UNITED PARCEL SERVICE-B COMMON 911312106 700,519 121,912 21.07 72,343 11.91 0.2813
2019-05-14 2019-03-31 13F UNITED PARCEL SERVICE COMMON 911312106 578,607 82,424 16.61 64,643 33.58 0.3780
2019-02-14 2018-12-31 13F UPS INC B COMMON 911312106 496,183 330,211 198.96 48,393 148.25 0.3285
2018-11-13 2018-09-30 13F United Parcel Service Inc Class B COMMON 911312106 165,972 21,759 15.09 19,494 27.25 0.1221
2018-08-13 2018-06-30 13F UNITED PARCEL SVC INC CL B COMMON 911312106 144,213 -1,650 -1.13 15,319 0.35 0.1040
2018-05-14 2018-03-31 13F UNITED PARCEL SVC INC CL B COMMON 911312106 145,863 -564 -0.39 15,266 -12.50 0.1075
2018-02-09 2017-12-31 13F UNITED PARCEL SERVICE COMMON 911312106 146,427 1,566 1.08 17,447 0.29 0.1236
2017-11-14 2017-09-30 13F UNITED PARCEL SERVICE COMMON 911312106 144,861 8,579 6.30 17,396 15.43 0.1312
2017-08-14 2017-06-30 13F UNITED PARCEL SERVICE COMMON 911312106 136,282 3,175 2.39 15,071 5.52 0.1181
2017-06-19 2017-03-31 13F/A-1 UNITED PARCEL SERVICE COMMON 911312106 133,107 -10,902 -7.57 14,282 -13.49 0.1155
2017-05-09 2017-03-31 13F UNITED PARCEL SERVICE COMMON 911312106 133,107 14,282
2017-02-10 2016-12-31 13F UNITED PARCEL SERVICE COMMON 911312106 144,009 -2,716 -1.85 16,509 2.89 0.1433
2016-11-10 2016-09-30 13F UNITED PARCEL SERVICE COMMON 911312106 146,725 -416 -0.28 16,046 0.91 0.1437
2016-08-11 2016-06-30 13F UNITED PARCEL SERVICE COMMON 911312106 147,141 -8,941 -5.73 15,901 -3.41 0.1458
2016-05-12 2016-03-31 13F UNITED PARCEL SERVICE COMMON 911312106 156,082 -4,806 -2.99 16,462 6.33 0.1575
2016-02-11 2015-12-31 13F UNITED PARCEL SERVICE COMMON 911312106 160,888 1,126 0.70 15,482 -1.81 0.1549
2015-11-12 2015-09-30 13F UNITED PARCEL SERVICE COMMON 911312106 159,762 1,673 1.06 15,767 2.92 0.1676
2015-08-14 2015-06-30 13F UNITED PARCEL SERVICE COMMON 911312106 158,089 158,089 15,320 0.1508
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.