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
Q2 		$18.1K Sell
11,764
-3,678
-24% -$6.69K ﹤0.01% 8216
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

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
KWS
Keystone Wealth Services Palm Desert, California $539M AUM 33.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group's BCG Position: Q2 2026 in Review

UBS Group reduced its Binah Capital Group (BCG) stake by 24% in Q2 2026, selling an estimated $6.69K and leaving 11,764 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #8216.

UBS Group first reported a position in BCG in Q2 2024 and has held it in 8 quarters since. The position peaked at $142K in Q2 2025. 13 funds tracked by Wall St. Rank hold BCG as of Q2 2026.

  • UBS Group held 11,764 shares of Binah Capital Group worth $18.1K as of Q2 2026.
  • UBS Group sold 3,678 Binah Capital Group shares in Q2 2026, an estimated $6.69K.
  • Binah Capital Group made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8216 holding.
  • UBS Group first reported a position in Binah Capital Group in Q2 2024 and has held it in 8 quarters since.
  • UBS Group's Binah Capital Group position peaked at $142K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Binah Capital Group as of Q2 2026.

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