UBS Group
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UBS Group’s BrightSpring Health Services BTSG Stock Holding History

UBS Group’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$43.5M Buy
623,476
+69,816
+13% +$3.88M 0.01% 1885
2026
Q1 		$23.6M Sell
553,660
-90,800
-14% -$3.66M ﹤0.01% 2406
2025
Q4 		$24.1M Sell
644,460
-20,266
-3% -$680K ﹤0.01% 2405
2025
Q3 		$19.6M Sell
664,726
-52,885
-7% -$1.23M ﹤0.01% 2590
2025
Q2 		$16.9M Buy
717,611
+498,197
+227% +$10.4M ﹤0.01% 2548
2025
Q1 		$3.97M Sell
219,414
-105,521
-32% -$2.07M ﹤0.01% 4025
2024
Q4 		$5.53M Buy
324,935
+198,229
+156% +$3.43M ﹤0.01% 3729
2024
Q3 		$1.86M Buy
126,706
+35,649
+39% +$447K ﹤0.01% 4066
2024
Q2 		$1.03M Buy
91,057
+36,838
+68% +$402K ﹤0.01% 4398
2024
Q1 		$589K Buy
+54,219
New +$542K ﹤0.01% 5068

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group's BTSG Position: Q2 2026 in Review

UBS Group increased its BrightSpring Health Services (BTSG) stake by 13% in Q2 2026, buying an estimated $3.88M and bringing the position to 623,476 shares worth $43.5M. The position accounts for 0.01% of the portfolio, ranked #1885.

UBS Group first reported a position in BTSG in Q1 2024 and has held it in 10 quarters since. 423 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • UBS Group held 623,476 shares of BrightSpring Health Services worth $43.5M as of Q2 2026.
  • UBS Group bought 69,816 BrightSpring Health Services shares in Q2 2026, an estimated $3.88M.
  • BrightSpring Health Services made up 0.01% of UBS Group's portfolio in Q2 2026, its #1885 holding.
  • UBS Group first reported a position in BrightSpring Health Services in Q1 2024 and has held it in 10 quarters since.
  • 423 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

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