Uber Technologies (UBER) stock vs the S&P 500 and transportation stocks
As of 2 October 2026, Uber Technologies (UBER) is beating transportation stocks as a group (IYT) but trailing the S&P 500 over the past three months.
Where Uber Technologies stands now
As of 2 October 2026, Uber Technologies is behind the S&P 500 on every window Zensei tracks, from one month to one year. The market has preferred other stocks for some time.
Inside its group, UBER is slipping: still ahead of transportation stocks (IYT) over three months, but behind over the past month. As a group, transportation stocks are trailing the S&P 500 right now. A strong stock in a weak group: it holds up while its peers struggle.
Uber Technologies is 15.1% of IYT, a weight large enough to drive the fund. It sits in 4 of the sector and theme funds Zensei tracks. The thing to watch is the market: it beats its peers, but the group as a whole is not keeping up with the S&P 500.
UBER vs the S&P 500: returns
Uber Technologies and the S&P 500 (SPY) side by side, over each window Zensei tracks.
Prices as of · computed from daily adjusted closes · how we measure
UBER against transportation stocks, in depth
See the size of the gap between Uber Technologies and transportation stocks (IYT) over every window, its momentum and its relative strength, and where it sits among transportation stocks.
See the full analysisWhich ETFs hold Uber Technologies?
4 funds that Zensei tracks hold UBER, by weight. The fund with the largest weight is its sector on this page.
Uber Technologies competitors
The largest other holdings of iShares U.S. Transportation ETF (IYT), with their return over the past month.
Uber Technologies stock: common questions
Is Uber Technologies stock beating the S&P 500?
As of 2 October 2026, Uber Technologies (UBER) is down 9.5% over the past month. The S&P 500 is up 1.3% over the same month. Over three months, the stock is down 8.5% and the S&P 500 is up 3.6%.
Which ETFs hold Uber Technologies?
As of 2 October 2026, 4 funds that Zensei tracks hold UBER. Its largest weight is in iShares U.S. Transportation ETF (IYT), at 15.1%. It is also in Industrial Select Sector SPDR (XLI, 2.6%), VanEck Social Sentiment ETF (BUZZ, 0.7%), SPDR S&P 1500 Momentum Tilt ETF (MMTM, 0.1%).
Who are Uber Technologies's competitors?
As of 2 October 2026, the largest other holdings of iShares U.S. Transportation ETF (IYT) are Union Pacific Corp (UNP), Csx Corp (CSX), United Airlines Holdings Inc (UAL), Delta Air Lines Inc (DAL), Old Dominion Freight Line Inc (ODFL). These are the stocks Uber Technologies sits next to among transportation stocks.
Is Uber Technologies doing better than other transportation stocks?
As of 2 October 2026, Uber Technologies (UBER) is ahead of transportation stocks as a group (IYT) over the past three months. Zensei Edge shows the size of the gap, its momentum and its relative strength.
Track Uber Technologies against transportation stocks and the market
Zensei Edge maps 100+ sectors and themes against the S&P 500, with each stock inside them measured against its group.