UBS Group
COPY

UBS Group’s Tweedy Browne Insider + Value ETF COPY Stock Holding History

UBS Group’s Portfolio COPY Stock Details COPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.07K Buy
548
+448
+448% +$6.54K ﹤0.01% 8710
2026
Q1 		$1.37K Buy
+100
New +$1.37K ﹤0.01% 9538
2025
Q4 		– Sell
-2,710
Closed -$33.4K – 11425
2025
Q3 		$33.4K Buy
+2,710
New +$32.7K ﹤0.01% 7829

Other funds holding COPY

PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $330M AUM 51.3% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $153M AUM 22.68% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

UBS Group's COPY Position: Q2 2026 in Review

UBS Group increased its Tweedy Browne Insider + Value ETF (COPY) stake by 448% in Q2 2026, buying an estimated $6.54K and bringing the position to 548 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #8710.

UBS Group first reported a position in COPY in Q3 2025 and has held it in 3 quarters since. The position peaked at $33.4K in Q3 2025. 43 funds tracked by Wall St. Rank hold COPY as of Q2 2026.

  • UBS Group held 548 shares of Tweedy Browne Insider + Value ETF worth $8.07K as of Q2 2026.
  • UBS Group bought 448 Tweedy Browne Insider + Value ETF shares in Q2 2026, an estimated $6.54K.
  • Tweedy Browne Insider + Value ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8710 holding.
  • UBS Group first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and has held it in 3 quarters since.
  • UBS Group's Tweedy Browne Insider + Value ETF position peaked at $33.4K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q2 2026.

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