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Brown Brothers Harriman & Co’s UBS Group UBS Stock Holding History

Brown Brothers Harriman & Co’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 		$1.13M Sell
22,842
-17,262
-43% -$786K 0.01% 477
2026
Q1 		$1.57M Buy
40,104
+23,393
+140% +$1M 0.01% 350
2025
Q4 		$774K Buy
16,711
+1,282
+8% +$51.8K ﹤0.01% 432
2025
Q3 		$633K Hold
15,429
– – ﹤0.01% 434
2025
Q2 		$522K Buy
15,429
+199
+1% +$6.16K ﹤0.01% 449
2025
Q1 		$466K Hold
15,230
– – ﹤0.01% 410
2024
Q4 		$462K Buy
15,230
+15,000
+6,522% +$475K ﹤0.01% 421
2024
Q3 		$7.11K Hold
230
– – ﹤0.01% 1102
2024
Q2 		$6.79K Hold
230
– – ﹤0.01% 1007
2024
Q1 		$7.07K Buy
230
+113
+97% +$3.34K ﹤0.01% 1011
2023
Q4 		$3.62K Buy
+117
New +$3.08K ﹤0.01% 1022
2022
Q4 		– Sell
-770
Closed -$11K – 1505
2022
Q3 		$11K Sell
770
-2,368
-75% -$37.9K ﹤0.01% 1138
2022
Q2 		$51K Hold
3,138
– – ﹤0.01% 701
2022
Q1 		$61K Hold
3,138
– – ﹤0.01% 731
2021
Q4 		$56 Hold
3,138
– – ﹤0.01% 693
2021
Q3 		$50 Hold
3,138
– – ﹤0.01% 681
2021
Q2 		$48 Buy
3,138
+193
+7% +$3.05K ﹤0.01% 676
2021
Q1 		$46 Buy
+2,945
New +$45.3K ﹤0.01% 661
2020
Q2 		– Sell
-554
Closed -$5K – 1193
2020
Q1 		$5K Buy
+554
New +$6.38K ﹤0.01% 809
2019
Q2 		– Sell
-26
Closed – – 1227
2019
Q1 		$0 Buy
+26
New +$329 ﹤0.01% 1113
2017
Q4 		– Sell
-775
Closed -$13K – 1211
2017
Q3 		$13K Sell
775
-1,091
-58% -$18.7K ﹤0.01% 644
2017
Q2 		$32K Buy
+1,866
New +$30.3K ﹤0.01% 529
2016
Q1 		– Sell
-144
Closed -$3K – 738
2015
Q4 		$3K Hold
144
– – ﹤0.01% 703
2015
Q3 		$3K Buy
+144
New +$3.05K ﹤0.01% 768

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

Brown Brothers Harriman & Co's UBS Position: Q2 2026 in Review

Brown Brothers Harriman & Co reduced its UBS Group (UBS) stake by 43% in Q2 2026, selling an estimated $786K and leaving 22,842 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #477.

Brown Brothers Harriman & Co first reported a position in UBS in Q3 2015 and has held it in 24 quarters since. The position peaked at $1.57M in Q1 2026. 760 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Brown Brothers Harriman & Co held 22,842 shares of UBS Group worth $1.13M as of Q2 2026.
  • Brown Brothers Harriman & Co sold 17,262 UBS Group shares in Q2 2026, an estimated $786K.
  • UBS Group made up 0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #477 holding.
  • Brown Brothers Harriman & Co first reported a position in UBS Group in Q3 2015 and has held it in 24 quarters since.
  • Brown Brothers Harriman & Co's UBS Group position peaked at $1.57M in Q1 2026.
  • 760 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.