UBS Group
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UBS Group’s JPMorgan BetaBuilders MSCI US REIT ETF BBRE Stock Holding History

UBS Group’s Portfolio BBRE Stock Details BBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.06M Buy
9,883
+8,683
+724% +$904K ﹤0.01% 5684
2026
Q1 		$115K Sell
1,200
-1,300
-52% -$127K ﹤0.01% 6940
2025
Q4 		$231K Sell
2,500
-26,472
-91% -$2.49M ﹤0.01% 6498
2025
Q3 		$2.77M Sell
28,972
-4,231
-13% -$396K ﹤0.01% 4658
2025
Q2 		$3.06M Buy
+33,203
New +$3.04M ﹤0.01% 4376
2023
Q4 		– Sell
-327
Closed -$25.4K – 9306
2023
Q3 		$25.4K Sell
327
-2,845
-90% -$239K ﹤0.01% 6678
2023
Q2 		$268K Buy
+3,172
New +$262K ﹤0.01% 5278
2023
Q1 		– Sell
-535
Closed -$43.7K – 9600
2022
Q4 		$43.7K Buy
535
+442
+475% +$36.1K ﹤0.01% 6896
2022
Q3 		$7K Sell
93
-52
-36% -$4.7K ﹤0.01% 8847
2022
Q2 		$13K Buy
+145
New +$14K ﹤0.01% 7490
2022
Q1 		– Sell
-29
Closed -$3K – 10246
2021
Q4 		$3K Hold
29
– – ﹤0.01% 9646
2021
Q3 		$3K Buy
+29
New +$2.9K ﹤0.01% 8790
2020
Q3 		– Sell
-84
Closed -$6K – 7975
2020
Q2 		$6K Buy
+84
New +$5.79K ﹤0.01% 7281

Other funds holding BBRE

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas $863M AUM 30.35% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return
GEM
Global Endowment Management Charlotte, North Carolina $987M AUM 17.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

UBS Group's BBRE Position: Q2 2026 in Review

UBS Group increased its JPMorgan BetaBuilders MSCI US REIT ETF (BBRE) stake by 724% in Q2 2026, buying an estimated $904K and bringing the position to 9,883 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #5684.

UBS Group first reported a position in BBRE in Q2 2020 and has held it in 13 quarters since. The position peaked at $3.06M in Q2 2025. 54 funds tracked by Wall St. Rank hold BBRE as of Q2 2026.

  • UBS Group held 9,883 shares of JPMorgan BetaBuilders MSCI US REIT ETF worth $1.06M as of Q2 2026.
  • UBS Group bought 8,683 JPMorgan BetaBuilders MSCI US REIT ETF shares in Q2 2026, an estimated $904K.
  • JPMorgan BetaBuilders MSCI US REIT ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5684 holding.
  • UBS Group first reported a position in JPMorgan BetaBuilders MSCI US REIT ETF in Q2 2020 and has held it in 13 quarters since.
  • UBS Group's JPMorgan BetaBuilders MSCI US REIT ETF position peaked at $3.06M in Q2 2025.
  • 54 funds tracked by Wall St. Rank held JPMorgan BetaBuilders MSCI US REIT ETF as of Q2 2026.

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