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
Q2 		$4.28M Buy
100,432
+80,759
+411% +$3.62M ﹤0.01% 4340
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 $9.8B AUM 0.07% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

UBS Group's BNT Position: Q2 2026 in Review

UBS Group increased its Brookfield Wealth Solutions (BNT) stake by 411% in Q2 2026, buying an estimated $3.62M and bringing the position to 100,432 shares worth $4.28M. The position accounts for ﹤0.01% of the portfolio, ranked #4340.

UBS Group first reported a position in BNT in Q2 2021 and has held it in 21 quarters since. 116 funds tracked by Wall St. Rank hold BNT as of Q2 2026.

  • UBS Group held 100,432 shares of Brookfield Wealth Solutions worth $4.28M as of Q2 2026.
  • UBS Group bought 80,759 Brookfield Wealth Solutions shares in Q2 2026, an estimated $3.62M.
  • Brookfield Wealth Solutions made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #4340 holding.
  • UBS Group first reported a position in Brookfield Wealth Solutions in Q2 2021 and has held it in 21 quarters since.
  • 116 funds tracked by Wall St. Rank held Brookfield Wealth Solutions as of Q2 2026.

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