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
2017
Q2 		– Sell
-413,800
Closed -$5.56M – 7671
2017
Q1 		$5.56M Buy
+413,800
New +$5.84M ﹤0.01% 2003

Other funds holding BKD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
MRCP
Maple Rock Capital Partners Toronto, Ontario, Canada $3.07B AUM 157.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS Group's BKD Position: Q1 2026 in Review

UBS Group increased its Brookdale Senior Living (BKD) stake by 218% in Q1 2026, buying an estimated $8.14M and bringing the position to 846,872 shares worth $11.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3179.

UBS Group first reported a position in BKD in Q4 2014 and has held it in 46 quarters since. The position peaked at $35.6M in Q1 2025. 282 funds tracked by Wall St. Rank hold BKD as of Q1 2026.

  • UBS Group held 846,872 shares of Brookdale Senior Living worth $11.6M as of Q1 2026.
  • UBS Group bought 580,793 Brookdale Senior Living shares in Q1 2026, an estimated $8.14M.
  • Brookdale Senior Living made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3179 holding.
  • UBS Group first reported a position in Brookdale Senior Living in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Brookdale Senior Living position peaked at $35.6M in Q1 2025.
  • 282 funds tracked by Wall St. Rank held Brookdale Senior Living as of Q1 2026.

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