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%	-$9.9K	﹤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%	3207
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 $348B AUM 26.9% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $94.1B AUM 31.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Causeway Capital Management Los Angeles, California $8.9B AUM 6.03% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group's BCS Position: Q3 2026 in Review

UBS Group reduced its Barclays (BCS) stake by 7.4% in Q3 2026, selling an estimated $910K and leaving 420,776 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3381.

UBS Group first reported a position in BCS in Q4 2014 and has held it in 48 quarters since. The position peaked at $25.3M in Q1 2025. 454 funds tracked by Wall St. Rank hold BCS as of Q3 2026.

UBS Group held 420,776 shares of Barclays worth $10.2M as of Q3 2026.
UBS Group sold 33,825 Barclays shares in Q3 2026, an estimated $910K.
Barclays made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #3381 holding.
UBS Group first reported a position in Barclays in Q4 2014 and has held it in 48 quarters since.
UBS Group's Barclays position peaked at $25.3M in Q1 2025.
454 funds tracked by Wall St. Rank held Barclays as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.