Brooklyn Investment Group’s UBS Group UBS Stock Holding History

Brooklyn Investment Group’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	$1.14M	Buy	29,114 +7,600	+35%	+$325K	0.04%	493
2025 Q4	$1M	Buy	+21,514	New	+$869K	0.05%	352
2025 Q3	–	Sell	-2,787	Closed	-$94.2K	–	2552
2025 Q2	$94.2K	Buy	2,787 +2,489	+835%	+$77K	0.01%	975
2025 Q1	$9.1K	Buy	298 +296	+14,800%	+$9.87K	﹤0.01%	1555
2024 Q4	$61	Buy	+2	New	+$63	﹤0.01%	1827

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Brooklyn Investment Group's UBS Position: Q1 2026 in Review

Brooklyn Investment Group increased its UBS Group (UBS) stake by 35% in Q1 2026, buying an estimated $325K and bringing the position to 29,114 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #493.

Brooklyn Investment Group first reported a position in UBS in Q4 2024 and has held it in 5 quarters since. 685 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

Brooklyn Investment Group held 29,114 shares of UBS Group worth $1.14M as of Q1 2026.
Brooklyn Investment Group bought 7,600 UBS Group shares in Q1 2026, an estimated $325K.
UBS Group made up 0.04% of Brooklyn Investment Group's portfolio in Q1 2026, its #493 holding.
Brooklyn Investment Group first reported a position in UBS Group in Q4 2024 and has held it in 5 quarters since.
685 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.