Brown Advisory’s UBS Group UBS Stock Holding History

Brown Advisory’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	–	Sell	-8,294	Closed	-$324K	–	1523
2026 Q1	$324K	Buy	+8,294	New	+$355K	﹤0.01%	1184
2025 Q3	–	Sell	-6,051	Closed	-$205K	–	1420
2025 Q2	$205K	Buy	+6,051	New	+$187K	﹤0.01%	1289
2024 Q2	–	Sell	-13,671	Closed	-$420K	–	1286
2024 Q1	$420K	Buy	+13,671	New	+$404K	﹤0.01%	986
2016 Q3	–	Sell	-649,722	Closed	-$8.42M	–	1098
2016 Q2	$8.42M	Sell	649,722 -321	-0%	-$4.91K	0.03%	300
2016 Q1	$10.4M	Sell	650,043 -382	-0.1%	-$6.2K	0.04%	269
2015 Q4	$12.6M	Buy	650,425 +486	+0.1%	+$9.48K	0.04%	243
2015 Q3	$12M	Buy	+649,939	New	+$13.8M	0.04%	245

Other funds holding UBS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

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

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

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

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

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

Brown Advisory's UBS Position: Q2 2026 in Review

Brown Advisory sold out of UBS Group (UBS) in Q2 2026, closing a stake of 8,294 shares — an estimated $324K sold.

Brown Advisory first reported a position in UBS in Q3 2015 and held it in 7 quarters. The position peaked at $12.6M in Q4 2015. 765 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Brown Advisory reported no remaining UBS Group position as of Q2 2026 after selling out during the quarter.
Brown Advisory sold 8,294 UBS Group shares in Q2 2026, an estimated $324K.
Brown Advisory first reported a position in UBS Group in Q3 2015 and held it in 7 quarters.
Brown Advisory's UBS Group position peaked at $12.6M in Q4 2015.
765 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.