UBS Group
ANDG

UBS Group’s Andersen Group ANDG Stock Holding History

UBS Group’s Portfolio ANDG Stock Details ANDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.7M Buy
310,065
+222,073
+252% +$7.83M ﹤0.01% 3274
2026
Q1 		$2.39M Buy
87,992
+83,267
+1,762% +$1.94M ﹤0.01% 4811
2025
Q4 		$123K Buy
+4,725
New +$119K ﹤0.01% 6808

Other funds holding ANDG

Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.87B AUM 46.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group's ANDG Position: Q2 2026 in Review

UBS Group increased its Andersen Group (ANDG) stake by 252% in Q2 2026, buying an estimated $7.83M and bringing the position to 310,065 shares worth $11.7M. The position accounts for ﹤0.01% of the portfolio, ranked #3274.

UBS Group first reported a position in ANDG in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold ANDG as of Q2 2026.

  • UBS Group held 310,065 shares of Andersen Group worth $11.7M as of Q2 2026.
  • UBS Group bought 222,073 Andersen Group shares in Q2 2026, an estimated $7.83M.
  • Andersen Group made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #3274 holding.
  • UBS Group first reported a position in Andersen Group in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held Andersen Group as of Q2 2026.

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