UBS Group
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UBS Group’s Invesco Senior Loan ETF BKLN Stock Holding History

UBS Group’s Portfolio BKLN Stock Details BKLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,130,000
Closed -$25.2M – 9003
2020
Q4 		$25.2M Buy
+1,130,000
New +$24.8M 0.01% 1196
2019
Q1 		– Sell
-400,000
Closed -$8.71M – 7733
2018
Q4 		$8.71M Buy
+400,000
New +$9.1M ﹤0.01% 1684
2016
Q1 		– Sell
-381,000
Closed -$8.53M – 7645
2015
Q4 		$8.53M Buy
+381,000
New +$8.68M 0.01% 1514

Other funds holding BKLN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMCOOI
Investment Management Corp of Ontario (IMCO) Toronto, Canada $7.76B AUM 99.29% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group's BKLN Position: Q1 2026 in Review

UBS Group increased its Invesco Senior Loan ETF (BKLN) stake by 65% in Q1 2026, buying an estimated $136M and bringing the position to 16,817,529 shares worth $343M. The position accounts for 0.05% of the portfolio, ranked #379.

UBS Group first reported a position in BKLN in Q4 2014 and has held it in 46 quarters since. 501 funds tracked by Wall St. Rank hold BKLN as of Q1 2026.

  • UBS Group held 16,817,529 shares of Invesco Senior Loan ETF worth $343M as of Q1 2026.
  • UBS Group bought 6,598,489 Invesco Senior Loan ETF shares in Q1 2026, an estimated $136M.
  • Invesco Senior Loan ETF made up 0.05% of UBS Group's portfolio in Q1 2026, its #379 holding.
  • UBS Group first reported a position in Invesco Senior Loan ETF in Q4 2014 and has held it in 46 quarters since.
  • 501 funds tracked by Wall St. Rank held Invesco Senior Loan ETF as of Q1 2026.

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