UBS AM
BGC icon

UBS AM’s BGC Group BGC Stock Holding History

UBS AM’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.9M Buy
1,521,236
+562,688
+59% +$5.21M ﹤0.01% 1011
2025
Q4 		$8.56M Buy
958,548
+386,152
+67% +$3.48M ﹤0.01% 1189
2025
Q3 		$5.41M Buy
572,396
+277,091
+94% +$2.77M ﹤0.01% 1335
2025
Q2 		$3.02M Sell
295,305
-417,061
-59% -$3.83M ﹤0.01% 1956
2025
Q1 		$6.53M Sell
712,366
-133,061
-16% -$1.25M ﹤0.01% 1427
2024
Q4 		$7.66M Buy
845,427
+171,338
+25% +$1.65M ﹤0.01% 1384
2024
Q3 		$6.19M Sell
674,089
-71,953
-10% -$672K ﹤0.01% 1459
2024
Q2 		$6.19M Buy
746,042
+356,156
+91% +$2.93M ﹤0.01% 1380
2024
Q1 		$3.03M Sell
389,886
-1,600
-0.4% -$11.9K ﹤0.01% 1480
2023
Q4 		$2.83M Buy
391,486
+74,878
+24% +$464K ﹤0.01% 1512
2023
Q3 		$1.67M Hold
316,608
– – ﹤0.01% 1719
2023
Q2 		$1.66M Hold
316,608
– – ﹤0.01% 1758
2023
Q1 		$1.66M Buy
316,608
+25,904
+9% +$119K ﹤0.01% 1758
2022
Q4 		$1.1M Hold
290,704
– – ﹤0.01% 1811
2022
Q3 		$913K Buy
290,704
+17,175
+6% +$66.5K ﹤0.01% 2024
2022
Q2 		$922K Buy
273,529
+14,079
+5% +$49.1K ﹤0.01% 2010
2022
Q1 		$1.14M Hold
259,450
– – ﹤0.01% 2069
2021
Q4 		$1.21M Sell
259,450
-6,018
-2% -$30K ﹤0.01% 2110
2021
Q3 		$1.38M Buy
265,468
+6,235
+2% +$33.1K ﹤0.01% 2002
2021
Q2 		$1.47M Buy
259,233
+24,104
+10% +$138K ﹤0.01% 1996
2021
Q1 		$1.14M Hold
235,129
– – ﹤0.01% 2029
2020
Q4 		$941K Buy
235,129
+32,428
+16% +$113K ﹤0.01% 2023
2020
Q3 		$486K Buy
202,701
+10,607
+6% +$27.7K ﹤0.01% 2158
2020
Q2 		$526K Sell
192,094
-124,452
-39% -$345K ﹤0.01% 2107
2020
Q1 		$798K Sell
316,546
-51,178
-14% -$250K ﹤0.01% 1783
2019
Q4 		$2.18M Buy
367,724
+14,116
+4% +$79.7K ﹤0.01% 1565
2019
Q3 		$1.94M Buy
353,608
+41,494
+13% +$222K ﹤0.01% 1625
2019
Q2 		$1.63M Sell
312,114
-14,259
-4% -$73.9K ﹤0.01% 1682
2019
Q1 		$1.73M Buy
326,373
+58,529
+22% +$348K ﹤0.01% 1590
2018
Q4 		$1.38M Sell
267,844
-110,918
-29% -$731K ﹤0.01% 1598
2018
Q3 		$2.88M Buy
378,762
+4,753
+1% +$35.2K ﹤0.01% 1350
2018
Q2 		$2.72M Buy
374,009
+32,699
+10% +$261K ﹤0.01% 1382
2018
Q1 		$2.95M Buy
341,310
+35,933
+12% +$323K ﹤0.01% 1312
2017
Q4 		$2.97M Buy
305,377
+11,012
+4% +$111K ﹤0.01% 1281
2017
Q3 		$2.74M Buy
294,365
+63,987
+28% +$534K ﹤0.01% 1281
2017
Q2 		$1.87M Buy
230,378
+20,874
+10% +$156K ﹤0.01% 1395
2017
Q1 		$1.53M Buy
209,504
+48,939
+30% +$352K ﹤0.01% 1464
2016
Q4 		$1.06M Sell
160,565
-66,370
-29% -$402K ﹤0.01% 1532
2016
Q3 		$1.28M Buy
226,935
+12,712
+6% +$72.6K ﹤0.01% 1583
2016
Q2 		$1.2M Sell
214,223
-5,909
-3% -$34.3K ﹤0.01% 1566
2016
Q1 		$1.28M Sell
220,132
-11,235
-5% -$64.5K ﹤0.01% 1538
2015
Q4 		$1.46M Buy
231,367
+30,433
+15% +$175K ﹤0.01% 1589
2015
Q3 		$1.06M Buy
200,934
+96,755
+93% +$562K ﹤0.01% 1699
2015
Q2 		$586K Buy
104,179
+13,373
+15% +$80.9K ﹤0.01% 1983
2015
Q1 		$552K Buy
90,806
+5,132
+6% +$29.2K ﹤0.01% 1931
2014
Q4 		$504K Hold
85,674
– – ﹤0.01% 1943
2014
Q3 		$409K Hold
85,674
– – ﹤0.01% 1981
2014
Q2 		$410K Buy
85,674
+7,308
+9% +$33.6K ﹤0.01% 1998
2014
Q1 		$330K Hold
78,366
– – ﹤0.01% 2119
2013
Q4 		$305K Buy
78,366
+34,210
+77% +$124K ﹤0.01% 2116
2013
Q3 		$160K Buy
44,156
+13,529
+44% +$52K ﹤0.01% 2391
2013
Q2 		$116K Buy
+30,627
New +$112K ﹤0.01% 2378

Other funds holding BGC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

UBS AM's BGC Position: Q1 2026 in Review

UBS AM increased its BGC Group (BGC) stake by 59% in Q1 2026, buying an estimated $5.21M and bringing the position to 1,521,236 shares worth $14.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

UBS AM first reported a position in BGC in Q2 2013 and has held it in 52 quarters since. 356 funds tracked by Wall St. Rank hold BGC as of Q1 2026.

  • UBS AM held 1,521,236 shares of BGC Group worth $14.9M as of Q1 2026.
  • UBS AM bought 562,688 BGC Group shares in Q1 2026, an estimated $5.21M.
  • BGC Group made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1011 holding.
  • UBS AM first reported a position in BGC Group in Q2 2013 and has held it in 52 quarters since.
  • 356 funds tracked by Wall St. Rank held BGC Group as of Q1 2026.

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