UBS AM
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UBS AM’s Barclays BCS Stock Holding History

UBS AM’s Portfolio BCS Stock Details BCS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.69M Buy
79,737
+65,725
+469% +$1.6M ﹤0.01% 2120
2025
Q4 		$357K Buy
+14,012
New +$310K ﹤0.01% 2389
2019
Q4 		– Sell
-100
Closed -$734 – 2559
2019
Q3 		$734 Sell
100
-2
-2% -$14 ﹤0.01% 2882
2019
Q2 		$761 Hold
102
– – ﹤0.01% 2851
2019
Q1 		$800 Sell
102
-3
-3% -$24 ﹤0.01% 2783
2018
Q4 		$754 Hold
105
– – ﹤0.01% 2766
2018
Q3 		$895 Sell
105
-104
-50% -$965 ﹤0.01% 2755
2018
Q2 		$2.01K Buy
+209
New +$2.26K ﹤0.01% 2745
2016
Q1 		– Sell
-11,206
Closed -$136K – 2630
2015
Q4 		$136K Sell
11,206
-1,416
-11% -$18.8K ﹤0.01% 2624
2015
Q3 		$174K Sell
12,622
-1,468
-10% -$22.6K ﹤0.01% 2527
2015
Q2 		$216K Sell
14,090
-3,948
-22% -$59.3K ﹤0.01% 2547
2015
Q1 		$244K Sell
18,038
-6,040
-25% -$84.6K ﹤0.01% 2381
2014
Q4 		$336K Sell
24,078
-389,097
-94% -$5.34M ﹤0.01% 2154
2014
Q3 		$5.69M Sell
413,175
-1,493
-0.4% -$20.6K 0.01% 1007
2014
Q2 		$5.61M Buy
414,668
+30,877
+8% +$468K 0.01% 1010
2014
Q1 		$5.58M Buy
383,791
+19,539
+5% +$313K 0.01% 1013
2013
Q4 		$6.11M Buy
364,252
+73,490
+25% +$1.16M 0.01% 962
2013
Q3 		$4.58M Sell
290,762
-43,032
-13% -$673K 0.01% 1007
2013
Q2 		$4.87M Buy
+333,794
New +$5.27M 0.01% 959

Other funds holding BCS

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS AM's BCS Position: Q1 2026 in Review

UBS AM increased its Barclays (BCS) stake by 469% in Q1 2026, buying an estimated $1.6M and bringing the position to 79,737 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #2120.

UBS AM first reported a position in BCS in Q2 2013 and has held it in 19 quarters since. The position peaked at $6.11M in Q4 2013. 503 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

  • UBS AM held 79,737 shares of Barclays worth $1.69M as of Q1 2026.
  • UBS AM bought 65,725 Barclays shares in Q1 2026, an estimated $1.6M.
  • Barclays made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2120 holding.
  • UBS AM first reported a position in Barclays in Q2 2013 and has held it in 19 quarters since.
  • UBS AM's Barclays position peaked at $6.11M in Q4 2013.
  • 503 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.