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
2024 Q1	–	Sell	-216,500	Closed	-$1.71M	–	9308
2023 Q4	$1.71M	Buy	+216,500	New	+$1.56M	﹤0.01%	3984
2020 Q1	–	Sell	-65,000	Closed	-$619K	–	7953
2019 Q4	$619K	Hold	65,000	–	–	﹤0.01%	4644
2019 Q3	$477K	Sell	65,000 -1,371	-2%	-$9.91K	﹤0.01%	4607
2019 Q2	$495K	Sell	66,371 -161,334	-71%	-$1.27M	﹤0.01%	4308
2019 Q1	$1.78M	Sell	227,705 -5,551	-2%	-$44.6K	﹤0.01%	3081
2018 Q4	$1.68M	Buy	233,256 +165,266	+243%	+$1.33M	﹤0.01%	3206
2018 Q3	$582K	Hold	67,990	–	–	﹤0.01%	4309
2018 Q2	$652K	Buy	+67,990	New	+$736K	﹤0.01%	4118
2018 Q1	–	Sell	-209,199	Closed	-$2.18M	–	7803
2017 Q4	$2.18M	Buy	+209,199	New	+$2.03M	﹤0.01%	3118
2017 Q2	–	Sell	-262,799	Closed	-$2.81M	–	7663
2017 Q1	$2.81M	Buy	+262,799	New	+$2.82M	﹤0.01%	2612
2016 Q3	–	Sell	-928,406	Closed	-$6.61M	–	7671
2016 Q2	$6.61M	Buy	+928,406	New	+$8.35M	﹤0.01%	1713
2016 Q1	–	Sell	-60,493	Closed	-$735K	–	7639
2015 Q4	$735K	Sell	60,493 -261	-0.4%	-$3.46K	﹤0.01%	3648
2015 Q3	$838K	Hold	60,754	–	–	﹤0.01%	3512
2015 Q2	$932K	Sell	60,754 -236	-0.4%	-$3.55K	﹤0.01%	3626
2015 Q1	$826K	Hold	60,990	–	–	﹤0.01%	3733
2014 Q4	$851K	Buy	+60,990	New	+$837K	﹤0.01%	3702

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.