UBS Group
BIRK icon

UBS Group’s Birkenstock BIRK Stock Holding History

UBS Group’s Portfolio BIRK Stock Details BIRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-25,600
Closed -$1.05M – 10508
2025
Q4 		$1.05M Buy
+25,600
New +$1.08M ﹤0.01% 5525
2025
Q1 		– Sell
-78,800
Closed -$4.46M – 10237
2024
Q4 		$4.46M Sell
78,800
-67,800
-46% -$3.44M ﹤0.01% 3959
2024
Q3 		$7.23M Buy
+146,600
New +$7.98M ﹤0.01% 2696

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS Group's BIRK Position: Q1 2026 in Review

UBS Group increased its Birkenstock (BIRK) stake by 149% in Q1 2026, buying an estimated $53.7M and bringing the position to 2,302,892 shares worth $82.5M. The position accounts for 0.01% of the portfolio, ranked #1199.

UBS Group first reported a position in BIRK in Q4 2023 and has held it in 10 quarters since. 227 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • UBS Group held 2,302,892 shares of Birkenstock worth $82.5M as of Q1 2026.
  • UBS Group bought 1,378,132 Birkenstock shares in Q1 2026, an estimated $53.7M.
  • Birkenstock made up 0.01% of UBS Group's portfolio in Q1 2026, its #1199 holding.
  • UBS Group first reported a position in Birkenstock in Q4 2023 and has held it in 10 quarters since.
  • 227 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

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