UBS Group’s British American Tobacco BTI Stock Holding History

UBS Group’s Portfolio BTI Stock Details BTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.33M	Sell	91,100 -200	-0.2%	-$11.8K	﹤0.01%	4024
2025 Q4	$5.17M	Sell	91,300 -64,300	-41%	-$3.51M	﹤0.01%	3997
2025 Q3	$8.26M	Buy	155,600 +35,000	+29%	+$1.9M	﹤0.01%	3504
2025 Q2	$5.71M	Buy	120,600 +16,100	+15%	+$713K	﹤0.01%	3738
2025 Q1	$4.32M	Buy	+104,500	New	+$4.11M	﹤0.01%	3933
2024 Q4	–	Sell	-236,300	Closed	-$8.64M	–	9952
2024 Q3	$8.64M	Sell	236,300 -208,700	-47%	-$7.46M	﹤0.01%	2510
2024 Q2	$13.8M	Sell	445,000 -12,500	-3%	-$380K	﹤0.01%	1975
2024 Q1	$14M	Hold	457,500	–	–	﹤0.01%	1987
2023 Q4	$13.4M	Buy	457,500 +287,500	+169%	+$8.75M	﹤0.01%	1872
2023 Q3	$5.34M	Buy	170,000 +120,000	+240%	+$3.96M	﹤0.01%	2505
2023 Q2	$1.66M	Buy	+50,000	New	+$1.71M	﹤0.01%	3709
2016 Q2	–	Sell	-1,600	Closed	-$94K	–	7730
2016 Q1	$94K	Buy	+1,600	New	+$88.1K	﹤0.01%	5030
2015 Q1	–	Sell	-1,000	Closed	-$54K	–	8835
2014 Q4	$54K	Buy	+1,000	New	+$56.2K	﹤0.01%	6394

Other funds holding BTI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

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

UBS Group's BTI Position: Q1 2026 in Review

UBS Group increased its British American Tobacco (BTI) stake by 206% in Q1 2026, buying an estimated $39.8M and bringing the position to 999,158 shares worth $58.4M. The position accounts for 0.01% of the portfolio, ranked #1492.

UBS Group first reported a position in BTI in Q4 2014 and has held it in 46 quarters since. The position peaked at $438M in Q2 2017. 866 funds tracked by Wall St. Rank hold BTI as of Q1 2026.

UBS Group held 999,158 shares of British American Tobacco worth $58.4M as of Q1 2026.
UBS Group bought 672,489 British American Tobacco shares in Q1 2026, an estimated $39.8M.
British American Tobacco made up 0.01% of UBS Group's portfolio in Q1 2026, its #1492 holding.
UBS Group first reported a position in British American Tobacco in Q4 2014 and has held it in 46 quarters since.
UBS Group's British American Tobacco position peaked at $438M in Q2 2017.
866 funds tracked by Wall St. Rank held British American Tobacco as of Q1 2026.

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