BJL
UBS icon

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
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 $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 $315B AUM 27.84% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Brighton Jones LLC's UBS Position: Q1 2026 in Review

Brighton Jones LLC opened a new position in UBS Group (UBS) in Q1 2026: 7,053 shares worth $276K. The stake represents 0.01% of the portfolio and ranks #968 among its holdings. This is a return to the name: Brighton Jones LLC previously reported a position in UBS as recently as Q3 2025.

Brighton Jones LLC first reported a position in UBS in Q3 2025 and has held it in 2 quarters since. 683 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Brighton Jones LLC held 7,053 shares of UBS Group worth $276K as of Q1 2026.
  • UBS Group was a new Brighton Jones LLC position in Q1 2026.
  • UBS Group made up 0.01% of Brighton Jones LLC's portfolio in Q1 2026, its #968 holding.
  • Brighton Jones LLC first reported a position in UBS Group in Q3 2025 and has held it in 2 quarters since.
  • 683 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Brighton Jones LLC's 13F filing for Q1 2026, filed 28 Apr 2026.