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 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 Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JGC

J. Goldman & Co New York $3.44B AUM 33.82% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

SGM

Seven Grand Managers Bronxville, New York $1.5B AUM 57.16% 1-Year Est. Return

UBS Group's ANDG Position: Q1 2026 in Review

UBS Group increased its Andersen Group (ANDG) stake by 1,762% in Q1 2026, buying an estimated $1.94M and bringing the position to 87,992 shares worth $2.39M. The position accounts for ﹤0.01% of the portfolio, ranked #4811.

UBS Group first reported a position in ANDG in Q4 2025 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold ANDG as of Q1 2026.

UBS Group held 87,992 shares of Andersen Group worth $2.39M as of Q1 2026.
UBS Group bought 83,267 Andersen Group shares in Q1 2026, an estimated $1.94M.
Andersen Group made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4811 holding.
UBS Group first reported a position in Andersen Group in Q4 2025 and has held it in 2 quarters since.
66 funds tracked by Wall St. Rank held Andersen Group as of Q1 2026.

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