UBS Group
BCG

UBS Group’s Binah Capital Group BCG Stock Holding History

UBS Group’s Portfolio BCG Stock Details BCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31K Sell
15,442
-2,151
-12% -$4.89K ﹤0.01% 7665
2025
Q4 		$50.7K Sell
17,593
-35,090
-67% -$72.2K ﹤0.01% 7209
2025
Q3 		$90.6K Sell
52,683
-16,928
-24% -$33.1K ﹤0.01% 7189
2025
Q2 		$142K Buy
69,611
+3,820
+6% +$8.27K ﹤0.01% 6961
2025
Q1 		$127K Buy
65,791
+21,312
+48% +$47.2K ﹤0.01% 6860
2024
Q4 		$131K Buy
+44,479
New +$116K ﹤0.01% 6707
2024
Q3 		– Sell
-5,963
Closed -$37K – 10184
2024
Q2 		$37K Buy
+5,963
New +$41K ﹤0.01% 6921

Other funds holding BCG

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

UBS Group's BCG Position: Q1 2026 in Review

UBS Group reduced its Binah Capital Group (BCG) stake by 12% in Q1 2026, selling an estimated $4.89K and leaving 15,442 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #7665.

UBS Group first reported a position in BCG in Q2 2024 and has held it in 7 quarters since. The position peaked at $142K in Q2 2025. 10 funds tracked by Wall St. Rank hold BCG as of Q1 2026.

  • UBS Group held 15,442 shares of Binah Capital Group worth $31K as of Q1 2026.
  • UBS Group sold 2,151 Binah Capital Group shares in Q1 2026, an estimated $4.89K.
  • Binah Capital Group made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7665 holding.
  • UBS Group first reported a position in Binah Capital Group in Q2 2024 and has held it in 7 quarters since.
  • UBS Group's Binah Capital Group position peaked at $142K in Q2 2025.
  • 10 funds tracked by Wall St. Rank held Binah Capital Group as of Q1 2026.

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