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 Q2	$339K	Sell	6,844 -137	-2%	-$6.24K	0.12%	143
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 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 Financial Advisors's UBS Position: Q2 2026 in Review

Brown Financial Advisors reduced its UBS Group (UBS) stake by 2% in Q2 2026, selling an estimated $6.24K and leaving 6,844 shares worth $339K. The position accounts for 0.12% of the portfolio, ranked #143.

Brown Financial Advisors first reported a position in UBS in Q2 2024 and has held it in 3 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Brown Financial Advisors held 6,844 shares of UBS Group worth $339K as of Q2 2026.
Brown Financial Advisors sold 137 UBS Group shares in Q2 2026, an estimated $6.24K.
UBS Group made up 0.12% of Brown Financial Advisors's portfolio in Q2 2026, its #143 holding.
Brown Financial Advisors first reported a position in UBS Group in Q2 2024 and has held it in 3 quarters since.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.