UBS Group
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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
2021
Q1 		– Sell
-32,000
Closed -$1.16M – 8996
2020
Q4 		$1.16M Hold
32,000
– – ﹤0.01% 3889
2020
Q3 		$861K Sell
32,000
-27,600
-46% -$802K ﹤0.01% 3751
2020
Q2 		$1.66M Buy
+59,600
New +$1.64M ﹤0.01% 3050

Other funds holding BHF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DCM
DME Capital Management New York $3.91B AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

UBS Group's BHF Position: Q2 2026 in Review

UBS Group increased its Brighthouse Financial (BHF) stake by 12% in Q2 2026, buying an estimated $29M and bringing the position to 4,200,939 shares worth $266M. The position accounts for 0.03% of the portfolio, ranked #520.

UBS Group first reported a position in BHF in Q3 2017 and has held it in 36 quarters since. 474 funds tracked by Wall St. Rank hold BHF as of Q2 2026.

  • UBS Group held 4,200,939 shares of Brighthouse Financial worth $266M as of Q2 2026.
  • UBS Group bought 466,463 Brighthouse Financial shares in Q2 2026, an estimated $29M.
  • Brighthouse Financial made up 0.03% of UBS Group's portfolio in Q2 2026, its #520 holding.
  • UBS Group first reported a position in Brighthouse Financial in Q3 2017 and has held it in 36 quarters since.
  • 474 funds tracked by Wall St. Rank held Brighthouse Financial as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.