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
2024
Q2 		– Sell
-100,000
Closed -$3.3M – 9545
2024
Q1 		$3.3M Buy
+100,000
New +$2.95M ﹤0.01% 3414

Other funds holding BROS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group's BROS Position: Q2 2026 in Review

UBS Group reduced its Dutch Bros (BROS) stake by 72% in Q2 2026, selling an estimated $166M and leaving 1,135,138 shares worth $81.5M. The position accounts for 0.01% of the portfolio, ranked #1277.

UBS Group first reported a position in BROS in Q3 2021 and has held it in 20 quarters since. The position peaked at $204M in Q1 2026. 558 funds tracked by Wall St. Rank hold BROS as of Q2 2026.

  • UBS Group held 1,135,138 shares of Dutch Bros worth $81.5M as of Q2 2026.
  • UBS Group sold 2,890,490 Dutch Bros shares in Q2 2026, an estimated $166M.
  • Dutch Bros made up 0.01% of UBS Group's portfolio in Q2 2026, its #1277 holding.
  • UBS Group first reported a position in Dutch Bros in Q3 2021 and has held it in 20 quarters since.
  • UBS Group's Dutch Bros position peaked at $204M in Q1 2026.
  • 558 funds tracked by Wall St. Rank held Dutch Bros as of Q2 2026.

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