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Brucke Financial’s UBS Group UBS Stock Holding History

Brucke Financial’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 		$273K Sell
5,503
-74
-1% -$3.37K 0.12% 130
2026
Q1 		$218K Sell
5,577
-4,895
-47% -$209K 0.11% 150
2025
Q4 		$485K Sell
10,472
-1,405
-12% -$56.8K 0.27% 83
2025
Q3 		$456K Sell
11,877
-6,989
-37% -$271K 0.27% 83
2025
Q2 		$638K Sell
18,866
-812
-4% -$25.1K 0.44% 51
2025
Q1 		$595K Sell
19,678
-678
-3% -$22.6K 0.52% 49
2024
Q4 		$721K Buy
+20,356
New +$645K 0.62% 39

Other funds holding UBS

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Brucke Financial's UBS Position: Q2 2026 in Review

Brucke Financial reduced its UBS Group (UBS) stake by 1.3% in Q2 2026, selling an estimated $3.37K and leaving 5,503 shares worth $273K. The position accounts for 0.12% of the portfolio, ranked #130.

Brucke Financial first reported a position in UBS in Q4 2024 and has held it in 7 quarters since. The position peaked at $721K in Q4 2024. 258 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

  • Brucke Financial held 5,503 shares of UBS Group worth $273K as of Q2 2026.
  • Brucke Financial sold 74 UBS Group shares in Q2 2026, an estimated $3.37K.
  • UBS Group made up 0.12% of Brucke Financial's portfolio in Q2 2026, its #130 holding.
  • Brucke Financial first reported a position in UBS Group in Q4 2024 and has held it in 7 quarters since.
  • Brucke Financial's UBS Group position peaked at $721K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.