UBS Group
BAFE

UBS Group’s Brown Advisory Flexible Equity ETF BAFE Stock Holding History

UBS Group’s Portfolio BAFE Stock Details BAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$89K Buy
+3,519
New +$93.9K ﹤0.01% 7055
2025
Q1 		– Sell
-130
Closed -$3.24K – 10915
2024
Q4 		$3.24K Buy
+130
New +$3.32K ﹤0.01% 8905

Other funds holding BAFE

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TAFW
Tred Avon Family Wealth Easton, Maryland $301M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AT
Avalon Trust Santa Fe, New Mexico $1.45B AUM 35.31% 1-Year Est. Return

UBS Group's BAFE Position: Q1 2026 in Review

UBS Group opened a new position in Brown Advisory Flexible Equity ETF (BAFE) in Q1 2026: 3,519 shares worth $89K. The stake represents ﹤0.01% of the portfolio and ranks #7055 among its holdings. This is a return to the name: UBS Group previously reported a position in BAFE as recently as Q4 2024.

UBS Group first reported a position in BAFE in Q4 2024 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold BAFE as of Q1 2026.

  • UBS Group held 3,519 shares of Brown Advisory Flexible Equity ETF worth $89K as of Q1 2026.
  • Brown Advisory Flexible Equity ETF was a new UBS Group position in Q1 2026.
  • Brown Advisory Flexible Equity ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7055 holding.
  • UBS Group first reported a position in Brown Advisory Flexible Equity ETF in Q4 2024 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held Brown Advisory Flexible Equity ETF as of Q1 2026.

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