UBS Group
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UBS Group’s Brookdale Senior Living BKD Stock Holding History

UBS Group’s Portfolio BKD Stock Details BKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-50,000
Closed -$331K – 9534
2024
Q1 		$331K Hold
50,000
– – ﹤0.01% 5506
2023
Q4 		$291K Buy
+50,000
New +$235K ﹤0.01% 5518
2017
Q3 		– Sell
-205,200
Closed -$3.02M – 7719
2017
Q2 		$3.02M Buy
+205,200
New +$2.84M ﹤0.01% 2613
2016
Q1 		– Sell
-120,000
Closed -$2.21M – 7644
2015
Q4 		$2.21M Sell
120,000
-169,000
-58% -$3.64M ﹤0.01% 2694
2015
Q3 		$6.63M Buy
+289,000
New +$8.53M ﹤0.01% 1690
2015
Q2 		– Sell
-10,200
Closed -$385K – 8489
2015
Q1 		$385K Buy
+10,200
New +$374K ﹤0.01% 4343

Other funds holding BKD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Carronade Capital Management Darien, Connecticut $5.77B AUM 89.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $5.1B AUM 214.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group's BKD Position: Q2 2026 in Review

UBS Group increased its Brookdale Senior Living (BKD) stake by 293% in Q2 2026, buying an estimated $33.7M and bringing the position to 3,326,013 shares worth $53.5M. The position accounts for 0.01% of the portfolio, ranked #1682.

UBS Group first reported a position in BKD in Q4 2014 and has held it in 47 quarters since. 292 funds tracked by Wall St. Rank hold BKD as of Q2 2026.

  • UBS Group held 3,326,013 shares of Brookdale Senior Living worth $53.5M as of Q2 2026.
  • UBS Group bought 2,479,141 Brookdale Senior Living shares in Q2 2026, an estimated $33.7M.
  • Brookdale Senior Living made up 0.01% of UBS Group's portfolio in Q2 2026, its #1682 holding.
  • UBS Group first reported a position in Brookdale Senior Living in Q4 2014 and has held it in 47 quarters since.
  • 292 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q2 2026.

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