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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's BR Position: Q1 2026 in Review

UBS Group increased its Broadridge (BR) stake by 74% in Q1 2026, buying an estimated $66.6M and bringing the position to 823,146 shares worth $134M. The position accounts for 0.02% of the portfolio, ranked #838.

UBS Group first reported a position in BR in Q4 2014 and has held it in 46 quarters since. The position peaked at $219M in Q3 2015. 1,057 funds tracked by Wall St. Rank hold BR as of Q1 2026.

UBS Group held 823,146 shares of Broadridge worth $134M as of Q1 2026.
UBS Group bought 350,761 Broadridge shares in Q1 2026, an estimated $66.6M.
Broadridge made up 0.02% of UBS Group's portfolio in Q1 2026, its #838 holding.
UBS Group first reported a position in Broadridge in Q4 2014 and has held it in 46 quarters since.
UBS Group's Broadridge position peaked at $219M in Q3 2015.
1,057 funds tracked by Wall St. Rank held Broadridge as of Q1 2026.

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