UBS · BR Holdings Trend
Broadridge Financial Solutions · SEC 13F
UBS Holdings of BR by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 1.0M | $212M | — |
| 2024Q2 | 1.1M | $226M | +6.8% |
| 2024Q3 | 1.3M | $270M | +19.3% |
| 2024Q4 | 1.5M | $330M | +22.4% |
| 2025Q2 | 1.7M | $422M | +27.9% |
| 2025Q4 | 1.5M | $333M | -21.0% |
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Data source: SEC EDGAR Form 13F