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Brighton Jones LLC’s UBS Group UBS Stock Holding History

Brighton Jones LLC’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
Q2 		$377K Buy
7,607
+554
+8% +$25.2K 0.01% 937
2026
Q1 		$276K Buy
+7,053
New +$302K 0.01% 968
2025
Q4 		– Sell
-6,219
Closed -$255K – 888
2025
Q3 		$255K Buy
+6,219
New +$242K 0.01% 871

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Brighton Jones LLC's UBS Position: Q2 2026 in Review

Brighton Jones LLC increased its UBS Group (UBS) stake by 7.9% in Q2 2026, buying an estimated $25.2K and bringing the position to 7,607 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #937.

Brighton Jones LLC first reported a position in UBS in Q3 2025 and has held it in 3 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Brighton Jones LLC held 7,607 shares of UBS Group worth $377K as of Q2 2026.
  • Brighton Jones LLC bought 554 UBS Group shares in Q2 2026, an estimated $25.2K.
  • UBS Group made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #937 holding.
  • Brighton Jones LLC first reported a position in UBS Group in Q3 2025 and has held it in 3 quarters since.
  • 767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.