UBS Group
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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 $2.32T AUM 44.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
TSG Consumer Partners
TSG Consumer Partners Larkspur, California $60.3M AUM 26.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Hyperion Asset Management
Hyperion Asset Management Brisbane, Australia $3.66B AUM 10.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Danica Pension Livsforsikrings
Danica Pension Livsforsikrings Copenhagen V $6.26B AUM 26.94% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

UBS Group's BROS Position: Q3 2026 in Review

UBS Group increased its Dutch Bros (BROS) stake by 65% in Q3 2026, buying an estimated $39.8M and bringing the position to 1,875,040 shares worth $72.3M. The position accounts for 0.01% of the portfolio, ranked #1355.

UBS Group first reported a position in BROS in Q3 2021 and has held it in 21 quarters since. The position peaked at $204M in Q1 2026. 291 funds tracked by Wall St. Rank hold BROS as of Q3 2026.

  • UBS Group held 1,875,040 shares of Dutch Bros worth $72.3M as of Q3 2026.
  • UBS Group bought 739,902 Dutch Bros shares in Q3 2026, an estimated $39.8M.
  • Dutch Bros made up 0.01% of UBS Group's portfolio in Q3 2026, its #1355 holding.
  • UBS Group first reported a position in Dutch Bros in Q3 2021 and has held it in 21 quarters since.
  • UBS Group's Dutch Bros position peaked at $204M in Q1 2026.
  • 291 funds tracked by Wall St. Rank held Dutch Bros as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.