UBS AM
BHP icon

UBS AM’s BHP BHP Stock Holding History

UBS AM’s Portfolio BHP Stock Details BHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.09M Buy
42,491
+34,857
+457% +$2.46M ﹤0.01% 1822
2025
Q4 		$461K Buy
+7,634
New +$434K ﹤0.01% 2335
2024
Q3 		– Sell
-86,400
Closed -$4.93M – 2806
2024
Q2 		$4.93M Buy
+86,400
New +$5.02M ﹤0.01% 1498
2019
Q4 		– Sell
-316
Closed -$13.9K – 2561
2019
Q3 		$13.9K Hold
316
– – ﹤0.01% 2792
2019
Q2 		$16.4K Hold
316
– – ﹤0.01% 2754
2019
Q1 		$15.4K Buy
316
+100
+46% +$4.56K ﹤0.01% 2687
2018
Q4 		$9.32K Hold
216
– – ﹤0.01% 2674
2018
Q3 		$9.62K Hold
216
– – ﹤0.01% 2660
2018
Q2 		$9.65K Buy
216
+88
+69% +$3.81K ﹤0.01% 2684
2018
Q1 		$5.07K Hold
128
– – ﹤0.01% 2604
2017
Q4 		$5.24K Buy
+128
New +$4.82K ﹤0.01% 2526

Other funds holding BHP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return