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 Q2	$43M	Buy	+1,000,000	New	+$40.4M	0.01%	1901
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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

UBS Group's BIRK Position: Q2 2026 in Review

UBS Group increased its Birkenstock (BIRK) stake by 17% in Q2 2026, buying an estimated $15.8M and bringing the position to 2,694,836 shares worth $116M. The position accounts for 0.01% of the portfolio, ranked #1018.

UBS Group first reported a position in BIRK in Q4 2023 and has held it in 11 quarters since. 235 funds tracked by Wall St. Rank hold BIRK as of Q2 2026.

UBS Group held 2,694,836 shares of Birkenstock worth $116M as of Q2 2026.
UBS Group bought 391,944 Birkenstock shares in Q2 2026, an estimated $15.8M.
Birkenstock made up 0.01% of UBS Group's portfolio in Q2 2026, its #1018 holding.
UBS Group first reported a position in Birkenstock in Q4 2023 and has held it in 11 quarters since.
235 funds tracked by Wall St. Rank held Birkenstock as of Q2 2026.

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