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
2024
Q3 		– Sell
-4,529,300
Closed -$95.3M – 9509
2024
Q2 		$95.3M Buy
+4,529,300
New +$95.6M 0.02% 677
2022
Q4 		– Sell
-888,800
Closed -$17.9M – 10735
2022
Q3 		$17.9M Buy
888,800
+388,800
+78% +$8.11M 0.01% 1354
2022
Q2 		$10.1M Buy
+500,000
New +$10.6M ﹤0.01% 1813
2022
Q1 		– Sell
-1,386,000
Closed -$30.6M – 10267
2021
Q4 		$30.6M Sell
1,386,000
-1,386,000
-50% -$30.6M 0.01% 1275
2021
Q3 		$61.3M Buy
2,772,000
+1,582,000
+133% +$35M 0.02% 763
2021
Q2 		$26.4M Buy
1,190,000
+849,500
+249% +$18.8M 0.01% 1276
2021
Q1 		$7.54M Sell
340,500
-2,130,000
-86% -$47.5M ﹤0.01% 2203
2020
Q4 		$55M Buy
+2,470,500
New +$54.2M 0.02% 743
2020
Q2 		– Sell
-250,000
Closed -$5.12M – 7944
2020
Q1 		$5.12M Hold
250,000
– – ﹤0.01% 1902
2019
Q4 		$5.71M Buy
250,000
+245,000
+4,900% +$5.53M ﹤0.01% 2490
2019
Q3 		$113K Sell
5,000
-50,000
-91% -$1.13M ﹤0.01% 5697
2019
Q2 		$1.25M Sell
55,000
-845,000
-94% -$19.3M ﹤0.01% 3564
2019
Q1 		$20.4M Sell
900,000
-2,370,000
-72% -$53.5M 0.01% 1139
2018
Q4 		$71.2M Buy
+3,270,000
New +$74.4M 0.03% 464
2018
Q1 		– Sell
-624,200
Closed -$14.4M – 7806
2017
Q4 		$14.4M Hold
624,200
– – 0.01% 1429
2017
Q3 		$14.5M Hold
624,200
– – 0.01% 1330
2017
Q2 		$14.4M Buy
624,200
+200,000
+47% +$4.65M 0.01% 1264
2017
Q1 		$9.87M Hold
424,200
– – 0.01% 1509
2016
Q4 		$9.91M Buy
+424,200
New +$9.84M 0.01% 1503
2015
Q1 		– Sell
-1,000
Closed -$24K – 8820
2014
Q4 		$24K Buy
+1,000
New +$24.2K ﹤0.01% 7371

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.