UBS AM
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UBS AM’s Burford Capital BUR Stock Holding History

UBS AM’s Portfolio BUR Stock Details BUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.86K Sell
1,674
-501,994
-100% -$2.29M ﹤0.01% 3350
2026
Q1 		$2.28M Buy
503,668
+52,024
+12% +$455K ﹤0.01% 1977
2025
Q4 		$4.03M Buy
451,644
+9,482
+2% +$92.8K ﹤0.01% 1575
2025
Q3 		$5.29M Sell
442,162
-175,954
-28% -$2.35M ﹤0.01% 1346
2025
Q2 		$8.81M Buy
618,116
+159,554
+35% +$2.08M ﹤0.01% 1425
2025
Q1 		$6.06M Buy
458,562
+35,541
+8% +$499K ﹤0.01% 1475
2024
Q4 		$5.39M Buy
423,021
+29,696
+8% +$399K ﹤0.01% 1567
2024
Q3 		$5.22M Sell
393,325
-61,340
-13% -$814K ﹤0.01% 1546
2024
Q2 		$5.93M Buy
+454,665
New +$6.68M ﹤0.01% 1397

Other funds holding BUR

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

UBS AM's BUR Position: Q2 2026 in Review

UBS AM reduced its Burford Capital (BUR) stake by 100% in Q2 2026, selling an estimated $2.29M and leaving 1,674 shares worth $6.86K. The position accounts for ﹤0.01% of the portfolio, ranked #3350.

UBS AM first reported a position in BUR in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.81M in Q2 2025. 234 funds tracked by Wall St. Rank hold BUR as of Q2 2026.

  • UBS AM held 1,674 shares of Burford Capital worth $6.86K as of Q2 2026.
  • UBS AM sold 501,994 Burford Capital shares in Q2 2026, an estimated $2.29M.
  • Burford Capital made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3350 holding.
  • UBS AM first reported a position in Burford Capital in Q2 2024 and has held it in 9 quarters since.
  • UBS AM's Burford Capital position peaked at $8.81M in Q2 2025.
  • 234 funds tracked by Wall St. Rank held Burford Capital as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.