UBS Group
BNT

UBS Group’s Brookfield Wealth Solutions BNT Stock Holding History

UBS Group’s Portfolio BNT Stock Details BNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$814K Sell
19,673
-33,270
-63% -$1.5M ﹤0.01% 5710
2025
Q4 		$2.43M Sell
52,943
-27,987
-35% -$1.28M ﹤0.01% 4787
2025
Q3 		$3.7M Buy
80,930
+1,302
+2% +$57.7K ﹤0.01% 4349
2025
Q2 		$3.28M Sell
79,628
-19,366
-20% -$717K ﹤0.01% 4310
2025
Q1 		$3.44M Buy
98,994
+63,901
+182% +$2.41M ﹤0.01% 4176
2024
Q4 		$1.34M Buy
35,093
+30,144
+609% +$1.14M ﹤0.01% 5083
2024
Q3 		$175K Sell
4,949
-6,601
-57% -$208K ﹤0.01% 5971
2024
Q2 		$320K Buy
11,550
+8,415
+268% +$234K ﹤0.01% 5337
2024
Q1 		$87.3K Buy
3,135
+216
+7% +$5.81K ﹤0.01% 6283
2023
Q4 		$78.6K Buy
2,919
+45
+2% +$1.02K ﹤0.01% 6318
2023
Q3 		$60.3K Buy
2,874
+676
+31% +$15.3K ﹤0.01% 6176
2023
Q2 		$49.6K Sell
2,198
-922
-30% -$19.7K ﹤0.01% 6480
2023
Q1 		$68.6K Sell
3,120
-501
-14% -$11.3K ﹤0.01% 6191
2022
Q4 		$75.5K Sell
3,621
-660
-15% -$17.6K ﹤0.01% 6366
2022
Q3 		$116K Buy
4,281
+537
+14% +$17.2K ﹤0.01% 5585
2022
Q2 		$112K Sell
3,744
-20
-0.5% -$665 ﹤0.01% 5342
2022
Q1 		$143K Buy
3,764
+191
+5% +$7.2K ﹤0.01% 5636
2021
Q4 		$150K Sell
3,573
-1,509
-30% -$60.6K ﹤0.01% 5936
2021
Q3 		$188K Sell
5,082
-6,204
-55% -$234K ﹤0.01% 5375
2021
Q2 		$392K Buy
+11,286
New +$429K ﹤0.01% 4901

Other funds holding BNT

PVI
Partners Value Investments Hamilton, Bermuda $9.34B AUM 12.2% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.61B AUM 19.21% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

UBS Group's BNT Position: Q1 2026 in Review

UBS Group reduced its Brookfield Wealth Solutions (BNT) stake by 63% in Q1 2026, selling an estimated $1.5M and leaving 19,673 shares worth $814K. The position accounts for ﹤0.01% of the portfolio, ranked #5710.

UBS Group first reported a position in BNT in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.7M in Q3 2025. 113 funds tracked by Wall St. Rank hold BNT as of Q1 2026.

  • UBS Group held 19,673 shares of Brookfield Wealth Solutions worth $814K as of Q1 2026.
  • UBS Group sold 33,270 Brookfield Wealth Solutions shares in Q1 2026, an estimated $1.5M.
  • Brookfield Wealth Solutions made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #5710 holding.
  • UBS Group first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 20 quarters since.
  • UBS Group's Brookfield Wealth Solutions position peaked at $3.7M in Q3 2025.
  • 113 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q1 2026.

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