UBS Group
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UBS Group’s Beam Therapeutics BEAM Stock Holding History

UBS Group’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.7M Sell
826,061
-147,782
-15% -$4.1M ﹤0.01% 2607
2025
Q4 		$27M Sell
973,843
-163,790
-14% -$4.18M ﹤0.01% 2294
2025
Q3 		$27.6M Sell
1,137,633
-26,261
-2% -$522K ﹤0.01% 2217
2025
Q2 		$19.8M Sell
1,163,894
-297,895
-20% -$5.19M ﹤0.01% 2367
2025
Q1 		$28.5M Sell
1,461,789
-357,847
-20% -$9.37M 0.01% 2000
2024
Q4 		$45.1M Buy
1,819,636
+1,630,442
+862% +$41.6M 0.01% 1556
2024
Q3 		$4.64M Buy
189,194
+26,617
+16% +$688K ﹤0.01% 3153
2024
Q2 		$3.81M Sell
162,577
-87,664
-35% -$2.15M ﹤0.01% 3121
2024
Q1 		$8.27M Sell
250,241
-10,259
-4% -$320K ﹤0.01% 2444
2023
Q4 		$7.09M Buy
260,500
+141,102
+118% +$3.5M ﹤0.01% 2399
2023
Q3 		$2.87M Sell
119,398
-7,808
-6% -$209K ﹤0.01% 3098
2023
Q2 		$4.06M Buy
127,206
+73,921
+139% +$2.4M ﹤0.01% 2793
2023
Q1 		$1.63M Sell
53,285
-85,420
-62% -$3.37M ﹤0.01% 3639
2022
Q4 		$5.42M Buy
138,705
+130,546
+1,600% +$5.85M ﹤0.01% 2426
2022
Q3 		$389K Sell
8,159
-31,393
-79% -$1.79M ﹤0.01% 4555
2022
Q2 		$1.53M Sell
39,552
-26,206
-40% -$1.04M ﹤0.01% 3360
2022
Q1 		$3.77M Buy
65,758
+27,174
+70% +$1.78M ﹤0.01% 2818
2021
Q4 		$3.08M Sell
38,584
-10,167
-21% -$871K ﹤0.01% 3329
2021
Q3 		$4.24M Buy
48,751
+19,781
+68% +$1.99M ﹤0.01% 2847
2021
Q2 		$3.73M Sell
28,970
-9,559
-25% -$762K ﹤0.01% 2976
2021
Q1 		$3.08M Buy
38,529
+16,773
+77% +$1.6M ﹤0.01% 3107
2020
Q4 		$1.78M Buy
21,756
+17,295
+388% +$851K ﹤0.01% 3508
2020
Q3 		$110K Sell
4,461
-2,774
-38% -$68.8K ﹤0.01% 5125
2020
Q2 		$203K Buy
7,235
+6,435
+804% +$139K ﹤0.01% 4786
2020
Q1 		$14K Buy
+800
New +$17.4K ﹤0.01% 6712

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

UBS Group's BEAM Position: Q1 2026 in Review

UBS Group reduced its Beam Therapeutics (BEAM) stake by 15% in Q1 2026, selling an estimated $4.1M and leaving 826,061 shares worth $19.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2607.

UBS Group first reported a position in BEAM in Q1 2020 and has held it in 25 quarters since. The position peaked at $45.1M in Q4 2024. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • UBS Group held 826,061 shares of Beam Therapeutics worth $19.7M as of Q1 2026.
  • UBS Group sold 147,782 Beam Therapeutics shares in Q1 2026, an estimated $4.1M.
  • Beam Therapeutics made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2607 holding.
  • UBS Group first reported a position in Beam Therapeutics in Q1 2020 and has held it in 25 quarters since.
  • UBS Group's Beam Therapeutics position peaked at $45.1M in Q4 2024.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

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