UBS AM
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UBS AM’s BrightSpring Health Services BTSG Stock Holding History

UBS AM’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.5M Buy
270,501
+68,984
+34% +$2.78M ﹤0.01% 1124
2025
Q4 		$7.55M Buy
201,517
+17,228
+9% +$578K ﹤0.01% 1258
2025
Q3 		$5.45M Sell
184,289
-17,731
-9% -$412K ﹤0.01% 1332
2025
Q2 		$4.77M Buy
202,020
+54,740
+37% +$1.14M ﹤0.01% 1732
2025
Q1 		$2.66M Buy
147,280
+14,586
+11% +$286K ﹤0.01% 1859
2024
Q4 		$2.26M Buy
132,694
+67,634
+104% +$1.17M ﹤0.01% 1975
2024
Q3 		$955K Sell
65,060
-17,305
-21% -$217K ﹤0.01% 2418
2024
Q2 		$936K Buy
+82,365
New +$899K ﹤0.01% 2408

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS AM's BTSG Position: Q1 2026 in Review

UBS AM increased its BrightSpring Health Services (BTSG) stake by 34% in Q1 2026, buying an estimated $2.78M and bringing the position to 270,501 shares worth $11.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

UBS AM first reported a position in BTSG in Q2 2024 and has held it in 8 quarters since. 335 funds tracked by Wall St. Rank hold BTSG as of Q1 2026.

  • UBS AM held 270,501 shares of BrightSpring Health Services worth $11.5M as of Q1 2026.
  • UBS AM bought 68,984 BrightSpring Health Services shares in Q1 2026, an estimated $2.78M.
  • BrightSpring Health Services made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1124 holding.
  • UBS AM first reported a position in BrightSpring Health Services in Q2 2024 and has held it in 8 quarters since.
  • 335 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q1 2026.

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