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
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 $7.78B AUM 45.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NKCFO LLC Geneva, Illinois $337M AUM 58.12% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $139M AUM 18.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

UBS Group's COPY Position: Q1 2026 in Review

UBS Group opened a new position in Tweedy Browne Insider + Value ETF (COPY) in Q1 2026: 100 shares worth $1.37K. The stake represents ﹤0.01% of the portfolio and ranks #9538 among its holdings. This is a return to the name: UBS Group previously reported a position in COPY as recently as Q3 2025.

UBS Group first reported a position in COPY in Q3 2025 and has held it in 2 quarters since. The position peaked at $33.4K in Q3 2025. 41 funds tracked by Wall St. Rank hold COPY as of Q1 2026.

  • UBS Group held 100 shares of Tweedy Browne Insider + Value ETF worth $1.37K as of Q1 2026.
  • Tweedy Browne Insider + Value ETF was a new UBS Group position in Q1 2026.
  • Tweedy Browne Insider + Value ETF made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9538 holding.
  • UBS Group first reported a position in Tweedy Browne Insider + Value ETF in Q3 2025 and has held it in 2 quarters since.
  • UBS Group's Tweedy Browne Insider + Value ETF position peaked at $33.4K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Tweedy Browne Insider + Value ETF as of Q1 2026.

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