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Brown Financial Advisors’s UBS Group UBS Stock Holding History

Brown Financial Advisors’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 		$273K Buy
+6,981
New +$299K 0.1% 159
2024
Q3 		– Sell
-54
Closed -$1.59K – 221
2024
Q2 		$1.59K Buy
+54
New +$1.6K ﹤0.01% 204

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
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 $52.2B AUM 40.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Brown Financial Advisors's UBS Position: Q1 2026 in Review

Brown Financial Advisors opened a new position in UBS Group (UBS) in Q1 2026: 6,981 shares worth $273K. The stake represents 0.1% of the portfolio and ranks #159 among its holdings. This is a return to the name: Brown Financial Advisors previously reported a position in UBS as recently as Q2 2024.

Brown Financial Advisors first reported a position in UBS in Q2 2024 and has held it in 2 quarters since. 685 funds tracked by Wall St. Rank hold UBS as of Q1 2026.

  • Brown Financial Advisors held 6,981 shares of UBS Group worth $273K as of Q1 2026.
  • UBS Group was a new Brown Financial Advisors position in Q1 2026.
  • UBS Group made up 0.1% of Brown Financial Advisors's portfolio in Q1 2026, its #159 holding.
  • Brown Financial Advisors first reported a position in UBS Group in Q2 2024 and has held it in 2 quarters since.
  • 685 funds tracked by Wall St. Rank held UBS Group as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.