UBS Group’s Berkshire Hathaway Class B BRK.B Stock Holding History

UBS Group’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$179M	Sell	372,500 -86,200	-19%	-$42.3M	0.03%	665
2025 Q4	$231M	Sell	458,700 -123,300	-21%	-$61.3M	0.04%	511
2025 Q3	$293M	Sell	582,000 -59,200	-9%	-$28.7M	0.05%	403
2025 Q2	$311M	Buy	641,200 +32,900	+5%	+$16.7M	0.05%	356
2025 Q1	$324M	Sell	608,300 -60,100	-9%	-$29.2M	0.06%	328
2024 Q4	$303M	Sell	668,400 -194,400	-23%	-$89.8M	0.06%	326
2024 Q3	$397M	Buy	862,800 +305,500	+55%	+$135M	0.09%	220
2024 Q2	$227M	Sell	557,300 -160,500	-22%	-$65.6M	0.06%	309
2024 Q1	$302M	Sell	717,800 -184,672	-20%	-$72.6M	0.08%	257
2023 Q4	$322M	Buy	902,472 +377,072	+72%	+$132M	0.1%	207
2023 Q3	$184M	Buy	525,400 +219,500	+72%	+$77.9M	0.06%	311
2023 Q2	$104M	Sell	305,900 -6,500	-2%	-$2.12M	0.04%	482
2023 Q1	$96.5M	Buy	312,400 +60,200	+24%	+$18.6M	0.04%	469
2022 Q4	$77.9M	Buy	252,200 +46,800	+23%	+$13.9M	0.03%	594
2022 Q3	$54.8M	Sell	205,400 -97,500	-32%	-$27.7M	0.02%	652
2022 Q2	$82.7M	Buy	302,900 +31,900	+12%	+$10M	0.03%	512
2022 Q1	$95.6M	Sell	271,000 -43,900	-14%	-$14.2M	0.03%	533
2021 Q4	$94.2M	Buy	314,900 +12,681	+4%	+$3.63M	0.03%	628
2021 Q3	$82.5M	Buy	302,219 +55,200	+22%	+$15.5M	0.03%	609
2021 Q2	$68.7M	Sell	247,019 -293,506	-54%	-$82M	0.02%	678
2021 Q1	$138M	Buy	540,525 +94,925	+21%	+$23.1M	0.05%	386
2020 Q4	$103M	Buy	445,600 +78,939	+22%	+$17.4M	0.03%	482
2020 Q3	$78.1M	Buy	366,661 +78,461	+27%	+$16M	0.03%	468
2020 Q2	$51.4M	Sell	288,200 -286,600	-50%	-$52.3M	0.02%	591
2020 Q1	$105M	Buy	574,800 +340,000	+145%	+$72.3M	0.05%	332
2019 Q4	$53.2M	Buy	234,800 +17,500	+8%	+$3.8M	0.02%	745
2019 Q3	$45.2M	Buy	217,300 +13,700	+7%	+$2.82M	0.02%	750
2019 Q2	$43.4M	Buy	203,600 +15,100	+8%	+$3.12M	0.02%	739
2019 Q1	$37.9M	Buy	188,500 +28,300	+18%	+$5.71M	0.02%	781
2018 Q4	$32.7M	Buy	160,200 +5,200	+3%	+$1.09M	0.01%	805
2018 Q3	$33.2M	Buy	155,000 +122,500	+377%	+$25.1M	0.01%	885
2018 Q2	$6.07M	Buy	+32,500	New	+$6.33M	﹤0.01%	2174
2018 Q1	–	Sell	-100,000	Closed	-$19.8M	–	7813
2017 Q4	$19.8M	Buy	+100,000	New	+$19M	0.01%	1204
2017 Q1	–	Sell	-109,200	Closed	-$17.8M	–	7640
2016 Q4	$17.8M	Sell	109,200 -50,100	-31%	-$7.71M	0.01%	1102
2016 Q3	$23M	Buy	159,300 +50,100	+46%	+$7.33M	0.01%	896
2016 Q2	$15.8M	Sell	109,200 -165,000	-60%	-$23.6M	0.01%	1082
2016 Q1	$38.9M	Buy	274,200 +262,200	+2,185%	+$34.8M	0.03%	556
2015 Q4	$1.58M	Hold	12,000	–	–	﹤0.01%	3024
2015 Q3	$1.56M	Sell	12,000 -100	-0.8%	-$13.7K	﹤0.01%	2965
2015 Q2	$1.65M	Hold	12,100	–	–	﹤0.01%	3162
2015 Q1	$1.75M	Buy	12,100 +9,800	+426%	+$1.44M	﹤0.01%	3060
2014 Q4	$345K	Buy	+2,300	New	+$332K	﹤0.01%	4537

Other funds holding BRK.B

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UBS Group increased its Berkshire Hathaway Class B (BRK.B) stake by 0.49% in Q1 2026, buying an estimated $11M and bringing the position to 4,563,946 shares worth $2.19B. The position accounts for 0.33% of the portfolio, ranked #44.

UBS Group first reported a position in BRK.B in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.18B in Q1 2025. 4,853 funds tracked by Wall St. Rank hold BRK.B as of Q1 2026.

UBS Group held 4,563,946 shares of Berkshire Hathaway Class B worth $2.19B as of Q1 2026.
UBS Group bought 22,405 Berkshire Hathaway Class B shares in Q1 2026, an estimated $11M.
Berkshire Hathaway Class B made up 0.33% of UBS Group's portfolio in Q1 2026, its #44 holding.
UBS Group first reported a position in Berkshire Hathaway Class B in Q4 2014 and has held it in 46 quarters since.
UBS Group's Berkshire Hathaway Class B position peaked at $3.18B in Q1 2025.
4,853 funds tracked by Wall St. Rank held Berkshire Hathaway Class B as of Q1 2026.

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