UBS Group
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UBS Group’s Bloomin' Brands BLMN Stock Holding History

UBS Group’s Portfolio BLMN Stock Details BLMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-15,000
Closed -$315K – 10270
2021
Q4 		$315K Sell
15,000
-46,600
-76% -$984K ﹤0.01% 5335
2021
Q3 		$1.54M Buy
+61,600
New +$1.59M ﹤0.01% 3812
2018
Q3 		– Sell
-11,400
Closed -$229K – 7978
2018
Q2 		$229K Buy
+11,400
New +$259K ﹤0.01% 4842
2017
Q1 		– Sell
-43,200
Closed -$779K – 7638
2016
Q4 		$779K Hold
43,200
– – ﹤0.01% 3760
2016
Q3 		$745K Buy
+43,200
New +$801K ﹤0.01% 3621

Other funds holding BLMN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Prosperitas Financial
Prosperitas Financial Valencia, California $332M AUM 24.91% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

UBS Group's BLMN Position: Q3 2026 in Review

UBS Group reduced its Bloomin' Brands (BLMN) stake by 35% in Q3 2026, selling an estimated $5.49M and leaving 1,087,488 shares worth $8.43M. The position accounts for ﹤0.01% of the portfolio, ranked #3575.

UBS Group first reported a position in BLMN in Q4 2014 and has held it in 48 quarters since. The position peaked at $22M in Q2 2025. 106 funds tracked by Wall St. Rank hold BLMN as of Q3 2026.

  • UBS Group held 1,087,488 shares of Bloomin' Brands worth $8.43M as of Q3 2026.
  • UBS Group sold 593,954 Bloomin' Brands shares in Q3 2026, an estimated $5.49M.
  • Bloomin' Brands made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #3575 holding.
  • UBS Group first reported a position in Bloomin' Brands in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's Bloomin' Brands position peaked at $22M in Q2 2025.
  • 106 funds tracked by Wall St. Rank held Bloomin' Brands as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.