UBS Group
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UBS Group’s Brandes US Value ETF BUSA Stock Holding History

UBS Group’s Portfolio BUSA Stock Details BUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.8K Buy
1,643
+814
+98% +$30.9K ﹤0.01% 7261
2025
Q4 		$30.3K Sell
829
-1,308
-61% -$46.3K ﹤0.01% 7527
2025
Q3 		$74.5K Buy
2,137
+1,604
+301% +$54.7K ﹤0.01% 7299
2025
Q2 		$17.8K Sell
533
-257,290
-100% -$8.18M ﹤0.01% 8517
2025
Q1 		$8.46M Buy
257,823
+28,717
+13% +$943K ﹤0.01% 3228
2024
Q4 		$7.24M Buy
+229,106
New +$7.44M ﹤0.01% 3414

Other funds holding BUSA

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
AIFS
A&I Financial Services Lone Tree, Colorado $230M AUM 19.43% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

UBS Group's BUSA Position: Q1 2026 in Review

UBS Group increased its Brandes US Value ETF (BUSA) stake by 98% in Q1 2026, buying an estimated $30.9K and bringing the position to 1,643 shares worth $60.8K. The position accounts for ﹤0.01% of the portfolio, ranked #7261.

UBS Group first reported a position in BUSA in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.46M in Q1 2025. 24 funds tracked by Wall St. Rank hold BUSA as of Q1 2026.

  • UBS Group held 1,643 shares of Brandes US Value ETF worth $60.8K as of Q1 2026.
  • UBS Group bought 814 Brandes US Value ETF shares in Q1 2026, an estimated $30.9K.
  • Brandes US Value ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7261 holding.
  • UBS Group first reported a position in Brandes US Value ETF in Q4 2024 and has held it in 6 quarters since.
  • UBS Group's Brandes US Value ETF position peaked at $8.46M in Q1 2025.
  • 24 funds tracked by Wall St. Rank held Brandes US Value ETF as of Q1 2026.

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