UBS Group
BROS icon

UBS Group’s Dutch Bros BROS Stock Holding History

UBS Group’s Portfolio BROS Stock Details BROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$204M Buy
4,025,628
+1,030,311
+34% +$56.3M 0.03% 607
2025
Q4 		$183M Buy
2,995,317
+747,626
+33% +$42.5M 0.03% 620
2025
Q3 		$118M Buy
2,247,691
+572,337
+34% +$36.2M 0.02% 919
2025
Q2 		$115M Buy
1,675,354
+522,692
+45% +$34.1M 0.02% 866
2025
Q1 		$71.2M Buy
1,152,662
+51,817
+5% +$3.41M 0.01% 1165
2024
Q4 		$57.7M Buy
1,100,845
+975,699
+780% +$43M 0.01% 1332
2024
Q3 		$4.01M Sell
125,146
-175,093
-58% -$6.17M ﹤0.01% 3300
2024
Q2 		$12.4M Buy
300,239
+132,523
+79% +$4.55M ﹤0.01% 2049
2024
Q1 		$5.53M Sell
167,716
-159,426
-49% -$4.7M ﹤0.01% 2863
2023
Q4 		$10.4M Buy
327,142
+182,658
+126% +$4.97M ﹤0.01% 2059
2023
Q3 		$3.36M Buy
144,484
+87,781
+155% +$2.5M ﹤0.01% 2951
2023
Q2 		$1.61M Buy
56,703
+28,271
+99% +$839K ﹤0.01% 3746
2023
Q1 		$899K Sell
28,432
-85,208
-75% -$2.88M ﹤0.01% 4213
2022
Q4 		$3.2M Buy
113,640
+50,931
+81% +$1.68M ﹤0.01% 2914
2022
Q3 		$1.95M Buy
62,709
+25,907
+70% +$975K ﹤0.01% 3184
2022
Q2 		$1.17M Buy
36,802
+11,772
+47% +$483K ﹤0.01% 3608
2022
Q1 		$1.38M Buy
25,030
+15,828
+172% +$808K ﹤0.01% 3784
2021
Q4 		$468K Buy
9,202
+8,191
+810% +$455K ﹤0.01% 5033
2021
Q3 		$44K Buy
+1,011
New +$48K ﹤0.01% 6433

Other funds holding BROS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return