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
2026
Q2 		$4.34K Buy
+163
New +$4.15K ﹤0.01% 9062
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 $64.6B AUM 18.98% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
AFG
Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return
MWM
Modern Wealth Management Lenexa, Kansas $8.4B AUM 21.02% 1-Year Est. Return
TAFW
Tred Avon Family Wealth Easton, Maryland $327M AUM 24.59% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
AFM
Armstrong Fleming & Moore Washington, District of Columbia $302M AUM 27.98% 1-Year Est. Return

UBS Group's BASG Position: Q2 2026 in Review

UBS Group opened a new position in Brown Advisory Sustainable Growth ETF (BASG) in Q2 2026: 163 shares worth $4.34K. The stake represents ﹤0.01% of the portfolio and ranks #9062 among its holdings. This is a return to the name: UBS Group previously reported a position in BASG as recently as Q3 2025.

UBS Group first reported a position in BASG in Q3 2025 and has held it in 2 quarters since. The position peaked at $10.1K in Q3 2025. 15 funds tracked by Wall St. Rank hold BASG as of Q2 2026.

  • UBS Group held 163 shares of Brown Advisory Sustainable Growth ETF worth $4.34K as of Q2 2026.
  • Brown Advisory Sustainable Growth ETF was a new UBS Group position in Q2 2026.
  • Brown Advisory Sustainable Growth ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9062 holding.
  • UBS Group first reported a position in Brown Advisory Sustainable Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • UBS Group's Brown Advisory Sustainable Growth ETF position peaked at $10.1K in Q3 2025.
  • 15 funds tracked by Wall St. Rank held Brown Advisory Sustainable Growth ETF as of Q2 2026.

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