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Brinker Capital Investments’s UBS Group UBS Stock Holding History

Brinker Capital Investments’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 		$7.47M Buy
150,741
+33,914
+29% +$1.54M 0.06% 295
2026
Q1 		$4.56M Sell
116,827
-3,835
-3% -$164K 0.04% 396
2025
Q4 		$5.59M Buy
120,662
+15,843
+15% +$640K 0.04% 393
2025
Q3 		$4.3M Buy
104,819
+8,967
+9% +$348K 0.03% 482
2025
Q2 		$3.24M Sell
95,852
-12,689
-12% -$393K 0.03% 552
2025
Q1 		$3.32M Sell
108,541
-27,232
-20% -$908K 0.03% 487
2024
Q4 		$4.12M Sell
135,773
-165
-0.1% -$5.23K 0.04% 385
2024
Q3 		$4.2M Buy
135,938
+2,313
+2% +$69.5K 0.04% 388
2024
Q2 		$3.95M Buy
133,625
+2,371
+2% +$70.5K 0.04% 381
2024
Q1 		$4.03M Buy
131,254
+117
+0.1% +$3.46K 0.04% 378
2023
Q4 		$3.98M Sell
131,137
-15,691
-11% -$413K 0.05% 361
2023
Q3 		$3.62M Buy
146,828
+30,340
+26% +$709K 0.04% 382
2023
Q2 		$2.36M Sell
116,488
-21,546
-16% -$433K 0.03% 577
2023
Q1 		$2.95M Sell
138,034
-25,417
-16% -$530K 0.04% 435
2022
Q4 		$3.05M Sell
163,451
-17,209
-10% -$293K 0.06% 324
2022
Q3 		$2.62M Sell
180,660
-1,285
-0.7% -$20.6K 0.05% 356
2022
Q2 		$2.95M Buy
181,945
+6,789
+4% +$119K 0.06% 329
2022
Q1 		$3.42M Sell
175,156
-8,351
-5% -$158K 0.05% 347
2021
Q4 		$3.28M Sell
183,507
-4,452
-2% -$78.4K 0.05% 397
2021
Q3 		$2.88M Hold
187,959
– – 0.05% 429
2021
Q2 		$2.88M Buy
187,959
+44,238
+31% +$699K 0.04% 485
2021
Q1 		$2.23M Buy
143,721
+124,153
+634% +$1.91M 0.03% 477
2020
Q4 		$276K Sell
19,568
-126,333
-87% -$1.67M ﹤0.01% 941
2020
Q3 		$1.63M Buy
+145,901
New +$1.75M 0.03% 537

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

Brinker Capital Investments's UBS Position: Q2 2026 in Review

Brinker Capital Investments increased its UBS Group (UBS) stake by 29% in Q2 2026, buying an estimated $1.54M and bringing the position to 150,741 shares worth $7.47M. The position accounts for 0.06% of the portfolio, ranked #295.

Brinker Capital Investments first reported a position in UBS in Q3 2020 and has held it in 24 quarters since. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Brinker Capital Investments held 150,741 shares of UBS Group worth $7.47M as of Q2 2026.
  • Brinker Capital Investments bought 33,914 UBS Group shares in Q2 2026, an estimated $1.54M.
  • UBS Group made up 0.06% of Brinker Capital Investments's portfolio in Q2 2026, its #295 holding.
  • Brinker Capital Investments first reported a position in UBS Group in Q3 2020 and has held it in 24 quarters since.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.