UBS Group
BENF icon

UBS Group’s Beneficient BENF Stock Holding History

UBS Group’s Portfolio BENF Stock Details BENF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21K Buy
5,988
+5,905
+7,114% +$25.6K ﹤0.01% 7898
2025
Q4 		$583 Sell
83
-992
-92% -$5.43K ﹤0.01% 9883
2025
Q3 		$8.18K Sell
1,075
-5,939
-85% -$17.4K ﹤0.01% 8678
2025
Q2 		$16.8K Buy
7,014
+4,795
+216% +$11.6K ﹤0.01% 8552
2025
Q1 		$5.55K Sell
2,219
-6,792
-75% -$27.4K ﹤0.01% 8979
2024
Q4 		$53.7K Buy
9,011
+7,824
+659% +$67.5K ﹤0.01% 7257
2024
Q3 		$11.7K Sell
1,187
-263
-18% -$5.17K ﹤0.01% 7668
2024
Q2 		$25.7K Buy
1,450
+1,440
+14,400% +$46.9K ﹤0.01% 7142
2024
Q1 		$430 Buy
+10
New +$1.54K ﹤0.01% 8564
2023
Q3 		– Hold
0
– -$672 – 9460
2023
Q2 		– Hold
0
– – – 8139

Other funds holding BENF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group's BENF Position: Q1 2026 in Review

UBS Group increased its Beneficient (BENF) stake by 7,114% in Q1 2026, buying an estimated $25.6K and bringing the position to 5,988 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #7898.

UBS Group first reported a position in BENF in Q1 2024 and has held it in 9 quarters since. The position peaked at $53.7K in Q4 2024. 14 funds tracked by Wall St. Rank hold BENF as of Q1 2026.

  • UBS Group held 5,988 shares of Beneficient worth $21K as of Q1 2026.
  • UBS Group bought 5,905 Beneficient shares in Q1 2026, an estimated $25.6K.
  • Beneficient made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7898 holding.
  • UBS Group first reported a position in Beneficient in Q1 2024 and has held it in 9 quarters since.
  • UBS Group's Beneficient position peaked at $53.7K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held Beneficient as of Q1 2026.

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