UBS Group
BASG

UBS Group’s Brown Advisory Sustainable Growth ETF BASG Stock Holding History

UBS Group’s Portfolio BASG Stock Details BASG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-382
Closed -$10.1K – 11551
2025
Q3 		$10.1K Buy
+382
New +$10K ﹤0.01% 8559

Other funds holding BASG

Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return
TAFW
Tred Avon Family Wealth Easton, Maryland $301M AUM
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
FAM
Frontier Asset Management Sheridan, Wyoming $477M AUM 19.41% 1-Year Est. Return

UBS Group's BASG Position: Q4 2025 in Review

UBS Group sold out of Brown Advisory Sustainable Growth ETF (BASG) in Q4 2025, closing a stake of 382 shares — an estimated $10.1K sold.

UBS Group first reported a position in BASG in Q3 2025 and held it in 1 quarter. The position peaked at $10.1K in Q3 2025. 13 funds tracked by Wall St. Rank hold BASG as of Q4 2025.

  • UBS Group reported no remaining Brown Advisory Sustainable Growth ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 382 Brown Advisory Sustainable Growth ETF shares in Q4 2025, an estimated $10.1K.
  • UBS Group first reported a position in Brown Advisory Sustainable Growth ETF in Q3 2025 and held it in 1 quarter.
  • UBS Group's Brown Advisory Sustainable Growth ETF position peaked at $10.1K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Brown Advisory Sustainable Growth ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.