UBS Group
TBRG

UBS Group’s TruBridge TBRG Stock Holding History

UBS Group’s Portfolio TBRG Stock Details TBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-200
Closed -$12K – 9474
2014
Q4 		$12K Buy
+200
New +$12.1K ﹤0.01% 8247

Other funds holding TBRG

NCM
Nellore Capital Management Redwood City, California $783M AUM 2.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group's TBRG Position: Q1 2026 in Review

UBS Group increased its TruBridge (TBRG) stake by 58% in Q1 2026, buying an estimated $364K and bringing the position to 52,150 shares worth $763K. The position accounts for ﹤0.01% of the portfolio, ranked #5758.

UBS Group first reported a position in TBRG in Q4 2014 and has held it in 46 quarters since. The position peaked at $7.68M in Q1 2025. 94 funds tracked by Wall St. Rank hold TBRG as of Q1 2026.

  • UBS Group held 52,150 shares of TruBridge worth $763K as of Q1 2026.
  • UBS Group bought 19,078 TruBridge shares in Q1 2026, an estimated $364K.
  • TruBridge made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5758 holding.
  • UBS Group first reported a position in TruBridge in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's TruBridge position peaked at $7.68M in Q1 2025.
  • 94 funds tracked by Wall St. Rank held TruBridge as of Q1 2026.

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