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Brandes Investment Partners’s UBS Group UBS Stock Holding History

Brandes Investment Partners’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$53.5M Sell
1,368,472
-4,160
-0.3% -$178K 0.38% 92
2025
Q4 		$63.6M Sell
1,372,632
-52,807
-4% -$2.13M 0.48% 68
2025
Q3 		$58.4M Sell
1,425,439
-329,007
-19% -$12.8M 0.47% 73
2025
Q2 		$59.3M Buy
1,754,446
+180,965
+12% +$5.6M 0.54% 63
2025
Q1 		$48.2M Sell
1,573,481
-60,533
-4% -$2.02M 0.49% 70
2024
Q4 		$49.5M Buy
1,634,014
+11,583
+0.7% +$367K 0.55% 61
2024
Q3 		$50.1M Sell
1,622,431
-112,029
-6% -$3.37M 0.56% 61
2024
Q2 		$51.2M Sell
1,734,460
-134,417
-7% -$4M 0.63% 53
2024
Q1 		$57.4M Sell
1,868,877
-78,098
-4% -$2.31M 0.74% 46
2023
Q4 		$60.2M Buy
1,946,975
+654,236
+51% +$17.2M 0.91% 38
2023
Q3 		$31.9M Sell
1,292,739
-252,600
-16% -$5.9M 0.62% 51
2023
Q2 		$31.3M Sell
1,545,339
-28,816
-2% -$579K 0.63% 50
2023
Q1 		$33.6M Buy
1,574,155
+1,456,691
+1,240% +$30.4M 0.71% 44
2022
Q4 		$2.19M Sell
117,464
-1,790,708
-94% -$30.5M 0.06% 89
2022
Q3 		$27.7M Sell
1,908,172
-93,006
-5% -$1.49M 0.72% 41
2022
Q2 		$32.5M Sell
2,001,178
-86,174
-4% -$1.51M 0.79% 38
2022
Q1 		$40.8M Sell
2,087,352
-210,718
-9% -$3.99M 0.87% 39
2021
Q4 		$41.1M Sell
2,298,070
-77,037
-3% -$1.36M 0.9% 38
2021
Q3 		$37.9M Buy
2,375,107
+33,560
+1% +$544K 0.82% 41
2021
Q2 		$35.9M Sell
2,341,547
-15,099,976
-87% -$238M 0.8% 41
2021
Q1 		$271M Sell
17,441,523
-114,336
-0.7% -$1.76M 6.42% 1
2020
Q4 		$247M Buy
17,555,859
+15,138,647
+626% +$200M 6.36% 1
2020
Q3 		$27M Sell
2,417,212
-641,932
-21% -$7.7M 0.93% 39
2020
Q2 		$35.3M Sell
3,059,144
-306,712
-9% -$3.16M 1.07% 33
2020
Q1 		$31.2M Sell
3,365,856
-113,809
-3% -$1.31M 1.09% 33
2019
Q4 		$43.8M Sell
3,479,665
-410,114
-11% -$4.88M 1.04% 31
2019
Q3 		$44M Sell
3,889,779
-16,906,546
-81% -$190M 1.14% 30
2019
Q2 		$246M Buy
20,796,325
+16,505,934
+385% +$202M 5.49% 3
2019
Q1 		$52M Buy
4,290,391
+689,412
+19% +$8.73M 1.21% 29
2018
Q4 		$44.6M Sell
3,600,979
-360,401
-9% -$4.89M 1.14% 29
2018
Q3 		$62.3M Sell
3,961,380
-140,187
-3% -$2.2M 1.41% 23
2018
Q2 		$62.9M Buy
4,101,567
+303,149
+8% +$4.93M 1.42% 22
2018
Q1 		$67.1M Sell
3,798,418
-369,051
-9% -$7.02M 1.43% 25
2017
Q4 		$76.6M Sell
4,167,469
-118,501
-3% -$2.06M 1.55% 24
2017
Q3 		$73.5M Sell
4,285,970
-2,303,780
-35% -$39.4M 1.49% 25
2017
Q2 		$112M Buy
6,589,750
+248,138
+4% +$4.03M 1.77% 21
2017
Q1 		$101M Buy
6,341,612
+142,313
+2% +$2.29M 1.5% 26
2016
Q4 		$97.1M Sell
6,199,299
-224,774
-3% -$3.39M 1.46% 27
2016
Q3 		$87.5M Buy
6,424,073
+583,956
+10% +$7.95M 1.31% 30
2016
Q2 		$75.7M Buy
5,840,117
+976,613
+20% +$14.9M 1.16% 36
2016
Q1 		$77.9M Buy
4,863,504
+72,755
+2% +$1.18M 1.11% 38
2015
Q4 		$92.8M Sell
4,790,749
-677,572
-12% -$13.2M 1.36% 30
2015
Q3 		$101M Sell
5,468,321
-605,793
-10% -$12.8M 1.48% 27
2015
Q2 		$129M Sell
6,074,114
-240,209
-4% -$5.02M 1.65% 24
2015
Q1 		$119M Buy
6,314,323
+141,916
+2% +$2.47M 1.63% 26
2014
Q4 		$105M Buy
+6,172,407
New +$106M 1.48% 30

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Brandes Investment Partners's UBS Position: Q1 2026 in Review

Brandes Investment Partners reduced its UBS Group (UBS) stake by 0.3% in Q1 2026, selling an estimated $178K and leaving 1,368,472 shares worth $53.5M. The position accounts for 0.38% of the portfolio, ranked #92.

Brandes Investment Partners first reported a position in UBS in Q4 2014 and has held it in 46 quarters since. The position peaked at $271M in Q1 2021. 679 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Brandes Investment Partners held 1,368,472 shares of UBS Group worth $53.5M as of Q1 2026.
  • Brandes Investment Partners sold 4,160 UBS Group shares in Q1 2026, an estimated $178K.
  • UBS Group made up 0.38% of Brandes Investment Partners's portfolio in Q1 2026, its #92 holding.
  • Brandes Investment Partners first reported a position in UBS Group in Q4 2014 and has held it in 46 quarters since.
  • Brandes Investment Partners's UBS Group position peaked at $271M in Q1 2021.
  • 679 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Brandes Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.