UBS Group’s Barclays BCS Stock Holding History

UBS Group’s Portfolio BCS Stock Details BCS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.34M	Buy	110,440 +50,200	+83%	+$1.22M	﹤0.01%	4832
2025 Q4	$1.53M	Hold	60,240	–	–	﹤0.01%	5197
2025 Q3	$1.25M	Sell	60,240 -75,000	-55%	-$1.48M	﹤0.01%	5373
2025 Q2	$2.51M	Buy	+135,240	New	+$2.24M	﹤0.01%	4576
2016 Q3	–	Sell	-207,083	Closed	-$1.48M	–	7670
2016 Q2	$1.48M	Buy	+207,083	New	+$1.86M	﹤0.01%	3030
2016 Q1	–	Sell	-14,403	Closed	-$175K	–	7638
2015 Q4	$175K	Sell	14,403 -62	-0.4%	-$822	﹤0.01%	4774
2015 Q3	$200K	Hold	14,465	–	–	﹤0.01%	4644
2015 Q2	$222K	Sell	14,465 -56	-0.4%	-$842	﹤0.01%	4778
2015 Q1	$197K	Sell	14,521 -5,917	-29%	-$82.9K	﹤0.01%	4893
2014 Q4	$285K	Buy	+20,438	New	+$280K	﹤0.01%	4700

Other funds holding BCS

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

UBS Group's BCS Position: Q1 2026 in Review

UBS Group increased its Barclays (BCS) stake by 120% in Q1 2026, buying an estimated $7.87M and bringing the position to 593,109 shares worth $12.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3108.

UBS Group first reported a position in BCS in Q4 2014 and has held it in 46 quarters since. The position peaked at $25.3M in Q1 2025. 504 funds tracked by Wall St. Rank hold BCS as of Q1 2026.

UBS Group held 593,109 shares of Barclays worth $12.6M as of Q1 2026.
UBS Group bought 322,907 Barclays shares in Q1 2026, an estimated $7.87M.
Barclays made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3108 holding.
UBS Group first reported a position in Barclays in Q4 2014 and has held it in 46 quarters since.
UBS Group's Barclays position peaked at $25.3M in Q1 2025.
504 funds tracked by Wall St. Rank held Barclays as of Q1 2026.

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