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
2019
Q3 		– Sell
-3,634,864
Closed -$62M – 7996
2019
Q2 		$62M Hold
3,634,864
– – 0.02% 571
2019
Q1 		$60.5M Buy
+3,634,864
New +$56.6M 0.03% 552
2018
Q3 		– Sell
-1,850,925
Closed -$26.8M – 7981
2018
Q2 		$26.8M Hold
1,850,925
– – 0.01% 989
2018
Q1 		$25.8M Buy
+1,850,925
New +$26.8M 0.01% 990

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. 942 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.
  • 942 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.