UBS Group
BHF icon

UBS Group’s Brighthouse Financial BHF Stock Holding History

UBS Group’s Portfolio BHF Stock Details BHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-37,800
Closed -$914K – 7938
2020
Q1 		$914K Buy
+37,800
New +$1.34M ﹤0.01% 3430
2018
Q3 		– Sell
-18,700
Closed -$749K – 7970
2018
Q2 		$749K Buy
+18,700
New +$900K ﹤0.01% 4007

Other funds holding BHF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's BHF Position: Q1 2026 in Review

UBS Group increased its Brighthouse Financial (BHF) stake by 47% in Q1 2026, buying an estimated $74.6M and bringing the position to 3,734,476 shares worth $224M. The position accounts for 0.03% of the portfolio, ranked #568.

UBS Group first reported a position in BHF in Q3 2017 and has held it in 35 quarters since. 466 funds tracked by Wall St. Rank hold BHF as of Q1 2026.

  • UBS Group held 3,734,476 shares of Brighthouse Financial worth $224M as of Q1 2026.
  • UBS Group bought 1,194,831 Brighthouse Financial shares in Q1 2026, an estimated $74.6M.
  • Brighthouse Financial made up 0.03% of UBS Group's portfolio in Q1 2026, its #568 holding.
  • UBS Group first reported a position in Brighthouse Financial in Q3 2017 and has held it in 35 quarters since.
  • 466 funds tracked by Wall St. Rank held Brighthouse Financial as of Q1 2026.

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