UBS AM
BNT

UBS AM’s Brookfield Wealth Solutions BNT Stock Holding History

UBS AM’s Portfolio BNT Stock Details BNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-28,134
Closed -$1.16M – 2660
2025
Q2 		$1.16M Buy
28,134
+4,954
+21% +$183K ﹤0.01% 2352
2025
Q1 		$806K Buy
23,180
+2,667
+13% +$101K ﹤0.01% 2390
2024
Q4 		$785K Buy
20,513
+7,430
+57% +$280K ﹤0.01% 2455
2024
Q3 		$464K Sell
13,083
-1,688
-11% -$53.3K ﹤0.01% 2662
2024
Q2 		$410K Buy
+14,771
New +$411K ﹤0.01% 2673

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
TCM
Tandem Capital Management Woodcliff Lake, New Jersey $200M AUM 25.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM's BNT Position: Q3 2025 in Review

UBS AM sold out of Brookfield Wealth Solutions (BNT) in Q3 2025, closing a stake of 28,134 shares — an estimated $1.16M sold.

UBS AM first reported a position in BNT in Q2 2024 and held it in 5 quarters. The position peaked at $1.16M in Q2 2025. 123 funds tracked by Wall St. Rank hold BNT as of Q3 2025.

  • UBS AM reported no remaining Brookfield Wealth Solutions position as of Q3 2025 after selling out during the quarter.
  • UBS AM sold 28,134 Brookfield Wealth Solutions shares in Q3 2025, an estimated $1.16M.
  • UBS AM first reported a position in Brookfield Wealth Solutions in Q2 2024 and held it in 5 quarters.
  • UBS AM's Brookfield Wealth Solutions position peaked at $1.16M in Q2 2025.
  • 123 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q3 2025.

Based on UBS AM's 13F filing for Q3 2025, filed 14 Nov 2025.