UBS Group
AKRE

UBS Group’s Akre Focus ETF AKRE Stock Holding History

UBS Group’s Portfolio AKRE Stock Details AKRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$26.8M Sell
506,706
-306,494
-38% -$17.8M ﹤0.01% 2278
2025
Q4 		$53.3M Buy
+813,200
New +$52.6M 0.01% 1555

Other funds holding AKRE

BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's AKRE Position: Q1 2026 in Review

UBS Group reduced its Akre Focus ETF (AKRE) stake by 38% in Q1 2026, selling an estimated $17.8M and leaving 506,706 shares worth $26.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

UBS Group first reported a position in AKRE in Q4 2025 and has held it in 2 quarters since. The position peaked at $53.3M in Q4 2025. 461 funds tracked by Wall St. Rank hold AKRE as of Q1 2026.

  • UBS Group held 506,706 shares of Akre Focus ETF worth $26.8M as of Q1 2026.
  • UBS Group sold 306,494 Akre Focus ETF shares in Q1 2026, an estimated $17.8M.
  • Akre Focus ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2278 holding.
  • UBS Group first reported a position in Akre Focus ETF in Q4 2025 and has held it in 2 quarters since.
  • UBS Group's Akre Focus ETF position peaked at $53.3M in Q4 2025.
  • 461 funds tracked by Wall St. Rank held Akre Focus ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.