UBS Group
BF.B icon

UBS Group’s Brown-Forman Class B BF.B Stock Holding History

UBS Group’s Portfolio BF.B Stock Details BF.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,800
Closed -$372K – 10234
2024
Q4 		$372K Buy
+9,800
New +$431K ﹤0.01% 6052

Other funds holding BF.B

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group's BF.B Position: Q1 2026 in Review

UBS Group reduced its Brown-Forman Class B (BF.B) stake by 32% in Q1 2026, selling an estimated $38.4M and leaving 3,036,202 shares worth $80.3M. The position accounts for 0.01% of the portfolio, ranked #1217.

UBS Group first reported a position in BF.B in Q4 2014 and has held it in 46 quarters since. The position peaked at $116M in Q4 2025. 579 funds tracked by Wall St. Rank hold BF.B as of Q1 2026.

  • UBS Group held 3,036,202 shares of Brown-Forman Class B worth $80.3M as of Q1 2026.
  • UBS Group sold 1,431,411 Brown-Forman Class B shares in Q1 2026, an estimated $38.4M.
  • Brown-Forman Class B made up 0.01% of UBS Group's portfolio in Q1 2026, its #1217 holding.
  • UBS Group first reported a position in Brown-Forman Class B in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Brown-Forman Class B position peaked at $116M in Q4 2025.
  • 579 funds tracked by Wall St. Rank held Brown-Forman Class B as of Q1 2026.

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