UBS Group
BBU

UBS Group’s Brookfield Business Partners BBU Stock Holding History

UBS Group’s Portfolio BBU Stock Details BBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,585
Closed -$55.8K – 10489
2025
Q4 		$55.8K Sell
1,585
-10,224
-87% -$351K ﹤0.01% 7168
2025
Q3 		$385K Sell
11,809
-7,113
-38% -$190K ﹤0.01% 6271
2025
Q2 		$491K Buy
18,922
+16,622
+723% +$390K ﹤0.01% 6021
2025
Q1 		$54K Hold
2,300
– – ﹤0.01% 7532
2024
Q4 		$53.9K Sell
2,300
-77
-3% -$1.83K ﹤0.01% 7254
2024
Q3 		$55.4K Buy
2,377
+122
+5% +$2.49K ﹤0.01% 6749
2024
Q2 		$42.5K Sell
2,255
-5,097
-69% -$97.8K ﹤0.01% 6824
2024
Q1 		$162K Buy
7,352
+4,722
+180% +$101K ﹤0.01% 5986
2023
Q4 		$54.1K Sell
2,630
-998
-28% -$16K ﹤0.01% 6495
2023
Q3 		$55.1K Sell
3,628
-59
-2% -$986 ﹤0.01% 6237
2023
Q2 		$63.5K Buy
3,687
+5
+0.1% +$91 ﹤0.01% 6332
2023
Q1 		$68.6K Sell
3,682
-4,198
-53% -$77.6K ﹤0.01% 6193
2022
Q4 		$134K Buy
7,880
+4,195
+114% +$81.3K ﹤0.01% 5822
2022
Q3 		$72K Sell
3,685
-9,216
-71% -$200K ﹤0.01% 6011
2022
Q2 		$273K Buy
12,901
+6,768
+110% +$165K ﹤0.01% 4685
2022
Q1 		$189K Sell
6,133
-1,135
-16% -$32.2K ﹤0.01% 5415
2021
Q4 		$215K Buy
7,268
+818
+13% +$24.8K ﹤0.01% 5622
2021
Q3 		$190K Sell
6,450
-1,374
-18% -$38.8K ﹤0.01% 5362
2021
Q2 		$232K Sell
7,824
-1,797
-19% -$50.8K ﹤0.01% 5244
2021
Q1 		$248K Buy
9,621
+2,367
+33% +$60.2K ﹤0.01% 5332
2020
Q4 		$175K Sell
7,254
-134
-2% -$2.97K ﹤0.01% 5315
2020
Q3 		$143K Sell
7,388
-1,343
-15% -$26.2K ﹤0.01% 4985
2020
Q2 		$173K Sell
8,731
-788
-8% -$15.2K ﹤0.01% 4904
2020
Q1 		$155K Sell
9,519
-697
-7% -$16.9K ﹤0.01% 4914
2019
Q4 		$270K Sell
10,216
-187
-2% -$4.85K ﹤0.01% 5375
2019
Q3 		$262K Sell
10,403
-9,214
-47% -$219K ﹤0.01% 5041
2019
Q2 		$483K Buy
19,617
+2,786
+17% +$68.9K ﹤0.01% 4327
2019
Q1 		$427K Sell
16,831
-288
-2% -$6.43K ﹤0.01% 4163
2018
Q4 		$333K Buy
17,119
+796
+5% +$19.3K ﹤0.01% 4548
2018
Q3 		$480K Buy
16,323
+11,730
+255% +$313K ﹤0.01% 4442
2018
Q2 		$113K Buy
4,593
+1,352
+42% +$33.4K ﹤0.01% 5355
2018
Q1 		$75K Sell
3,241
-123
-4% -$2.88K ﹤0.01% 5418
2017
Q4 		$75K Sell
3,364
-797
-19% -$15.8K ﹤0.01% 5558
2017
Q3 		$79K Sell
4,161
-809
-16% -$15.2K ﹤0.01% 5473
2017
Q2 		$86K Sell
4,970
-6,177
-55% -$104K ﹤0.01% 5265
2017
Q1 		$176K Buy
11,147
+5,619
+102% +$90.1K ﹤0.01% 4718
2016
Q4 		$85K Sell
5,528
-2,909
-34% -$45.8K ﹤0.01% 5404
2016
Q3 		$143K Sell
8,437
-8,151
-49% -$114K ﹤0.01% 4765
2016
Q2 		$204K Buy
+16,588
New +$211K ﹤0.01% 4524

Other funds holding BBU

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

UBS Group's BBU Position: Q1 2026 in Review

UBS Group sold out of Brookfield Business Partners (BBU) in Q1 2026, closing a stake of 1,585 shares — an estimated $55.8K sold.

UBS Group first reported a position in BBU in Q2 2016 and held it in 39 quarters. The position peaked at $491K in Q2 2025. 2 funds tracked by Wall St. Rank hold BBU as of Q1 2026.

  • UBS Group reported no remaining Brookfield Business Partners position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 1,585 Brookfield Business Partners shares in Q1 2026, an estimated $55.8K.
  • UBS Group first reported a position in Brookfield Business Partners in Q2 2016 and held it in 39 quarters.
  • UBS Group's Brookfield Business Partners position peaked at $491K in Q2 2025.
  • 2 funds tracked by Wall St. Rank held Brookfield Business Partners as of Q1 2026.

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