UBS Group
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UBS Group’s Broadridge BR Stock Holding History

UBS Group’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-100
Closed -$5K – 8829
2014
Q4 		$5K Buy
+100
New +$4.38K ﹤0.01% 8950

Other funds holding BR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM

UBS Group's BR Position: Q2 2026 in Review

UBS Group increased its Broadridge (BR) stake by 76% in Q2 2026, buying an estimated $94.1M and bringing the position to 1,445,992 shares worth $198M. The position accounts for 0.03% of the portfolio, ranked #667.

UBS Group first reported a position in BR in Q4 2014 and has held it in 47 quarters since. The position peaked at $219M in Q3 2015. 1,019 funds tracked by Wall St. Rank hold BR as of Q2 2026.

  • UBS Group held 1,445,992 shares of Broadridge worth $198M as of Q2 2026.
  • UBS Group bought 622,846 Broadridge shares in Q2 2026, an estimated $94.1M.
  • Broadridge made up 0.03% of UBS Group's portfolio in Q2 2026, its #667 holding.
  • UBS Group first reported a position in Broadridge in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's Broadridge position peaked at $219M in Q3 2015.
  • 1,019 funds tracked by Wall St. Rank held Broadridge as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.