UBS Group
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UBS Group’s Brookfield BN Stock Holding History

UBS Group’s Portfolio BN Stock Details BN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$470M Buy
11,039,263
+8,633,184
+359% +$386M 0.06% 314
2026
Q1 		$97.4M Sell
2,406,079
-68,972
-3% -$3.06M 0.01% 1073
2025
Q4 		$114M Sell
2,475,051
-135,630
-5% -$6.18M 0.02% 945
2025
Q3 		$119M Sell
2,610,681
-449,061
-15% -$19.9M 0.02% 907
2025
Q2 		$126M Buy
3,059,742
+56,700
+2% +$2.1M 0.02% 810
2025
Q1 		$105M Sell
3,003,042
-93,126
-3% -$3.52M 0.02% 892
2024
Q4 		$119M Buy
3,096,168
+1,696,606
+121% +$63.9M 0.02% 810
2024
Q3 		$49.6M Buy
1,399,562
+58,542
+4% +$1.85M 0.01% 1153
2024
Q2 		$37.1M Sell
1,341,020
-34,545
-3% -$962K 0.01% 1230
2024
Q1 		$38.4M Buy
1,375,565
+78,611
+6% +$2.12M 0.01% 1214
2023
Q4 		$34.7M Sell
1,296,954
-9,408
-0.7% -$214K 0.01% 1208
2023
Q3 		$27.2M Sell
1,306,362
-8,235
-0.6% -$185K 0.01% 1255
2023
Q2 		$29.5M Sell
1,314,597
-149,487
-10% -$3.17M 0.01% 1168
2023
Q1 		$31.8M Sell
1,464,084
-870
-0.1% -$19.6K 0.01% 1051
2022
Q4 		$30.7M Sell
1,464,954
-441,815
-23% -$9.9M 0.01% 1124
2022
Q3 		$42M Sell
1,906,769
-91,619
-5% -$2.37M 0.02% 783
2022
Q2 		$47.9M Buy
1,998,388
+14,050
+0.7% +$375K 0.02% 757
2022
Q1 		$60.5M Buy
1,984,338
+33,174
+2% +$992K 0.02% 751
2021
Q4 		$63.5M Buy
1,951,164
+145,716
+8% +$4.61M 0.02% 812
2021
Q3 		$52.1M Buy
1,805,448
+160,378
+10% +$4.68M 0.02% 839
2021
Q2 		$45.2M Sell
1,645,070
-290,634
-15% -$7.44M 0.01% 915
2021
Q1 		$46.1M Buy
1,935,704
+8,687
+0.5% +$194K 0.02% 884
2020
Q4 		$42.6M Buy
1,927,017
+198,149
+11% +$3.97M 0.01% 876
2020
Q3 		$30.6M Buy
1,728,868
+4,246
+0.2% +$75.9K 0.01% 910
2020
Q2 		$30.4M Sell
1,724,622
-136,743
-7% -$2.4M 0.01% 836
2020
Q1 		$29.4M Sell
1,861,365
-136,476
-7% -$2.81M 0.01% 784
2019
Q4 		$41.2M Buy
1,997,841
+135,363
+7% +$2.7M 0.01% 876
2019
Q3 		$43M Buy
1,862,478
+44,791
+2% +$811K 0.02% 769
2019
Q2 		$31M Sell
1,817,687
-36,637
-2% -$620K 0.01% 938
2019
Q1 		$30.9M Buy
1,854,324
+13,831
+0.8% +$215K 0.01% 887
2018
Q4 		$25.2M Buy
1,840,493
+12,834
+0.7% +$192K 0.01% 935
2018
Q3 		$29M Buy
1,827,659
+58,927
+3% +$895K 0.01% 961
2018
Q2 		$25.6M Buy
1,768,732
+88,948
+5% +$1.27M 0.01% 1017
2018
Q1 		$23.4M Sell
1,679,784
-27,873
-2% -$403K 0.01% 1043
2017
Q4 		$26.5M Sell
1,707,657
-576,971
-25% -$8.72M 0.01% 1010
2017
Q3 		$33.7M Sell
2,284,628
-20,917
-0.9% -$293K 0.02% 813
2017
Q2 		$32.3M Buy
2,305,545
+129,453
+6% +$1.74M 0.02% 778
2017
Q1 		$28.3M Buy
2,176,092
+5,886
+0.3% +$74.6K 0.02% 821
2016
Q4 		$25.6M Sell
2,170,206
-209,398
-9% -$2.55M 0.01% 882
2016
Q3 		$29.9M Sell
2,379,604
-70,999
-3% -$869K 0.02% 738
2016
Q2 		$28.9M Sell
2,450,603
-60,877
-2% -$728K 0.02% 724
2016
Q1 		$30.7M Buy
2,511,480
+389,338
+18% +$4.2M 0.02% 661
2015
Q4 		$23.5M Buy
2,122,142
+352,345
+20% +$4.13M 0.02% 858
2015
Q3 		$19.5M Buy
1,769,797
+76,002
+4% +$886K 0.01% 908
2015
Q2 		$20.8M Buy
1,693,795
+178,430
+12% +$2.27M 0.01% 959
2015
Q1 		$19M Sell
1,515,365
-78,072
-5% -$968K 0.01% 998
2014
Q4 		$18.7M Buy
+1,593,437
New +$17.9M 0.01% 1034

Other funds holding BN

PVI
Partners Value Investments Hamilton, Bermuda $9.8B AUM 0.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

UBS Group's BN Position: Q2 2026 in Review

UBS Group increased its Brookfield (BN) stake by 359% in Q2 2026, buying an estimated $386M and bringing the position to 11,039,263 shares worth $470M. The position accounts for 0.06% of the portfolio, ranked #314.

UBS Group first reported a position in BN in Q4 2014 and has held it in 47 quarters since. 940 funds tracked by Wall St. Rank hold BN as of Q2 2026.

  • UBS Group held 11,039,263 shares of Brookfield worth $470M as of Q2 2026.
  • UBS Group bought 8,633,184 Brookfield shares in Q2 2026, an estimated $386M.
  • Brookfield made up 0.06% of UBS Group's portfolio in Q2 2026, its #314 holding.
  • UBS Group first reported a position in Brookfield in Q4 2014 and has held it in 47 quarters since.
  • 940 funds tracked by Wall St. Rank held Brookfield as of Q2 2026.

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