UBS Group
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UBS Group’s BrightSpring Health Services Unit BTSGU Stock Holding History

UBS Group’s Portfolio BTSGU Stock Details BTSGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$475K Buy
3,344
+3,317
+12,285% +$448K ﹤0.01% 6119
2025
Q4 		$3.41K Sell
27
-156
-85% -$17.7K ﹤0.01% 9030
2025
Q3 		$18.5K Buy
183
+163
+815% +$13.3K ﹤0.01% 8204
2025
Q2 		$1.65K Buy
+20
New +$1.48K ﹤0.01% 9584
2024
Q3 		– Sell
-10
Closed -$471 – 10152
2024
Q2 		$471 Buy
+10
New +$444 ﹤0.01% 8911

Other funds holding BTSGU

VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group's BTSGU Position: Q1 2026 in Review

UBS Group increased its BrightSpring Health Services Unit (BTSGU) stake by 12,285% in Q1 2026, buying an estimated $448K and bringing the position to 3,344 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #6119.

UBS Group first reported a position in BTSGU in Q2 2024 and has held it in 5 quarters since. 30 funds tracked by Wall St. Rank hold BTSGU as of Q1 2026.

  • UBS Group held 3,344 shares of BrightSpring Health Services Unit worth $475K as of Q1 2026.
  • UBS Group bought 3,317 BrightSpring Health Services Unit shares in Q1 2026, an estimated $448K.
  • BrightSpring Health Services Unit made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #6119 holding.
  • UBS Group first reported a position in BrightSpring Health Services Unit in Q2 2024 and has held it in 5 quarters since.
  • 30 funds tracked by Wall St. Rank held BrightSpring Health Services Unit as of Q1 2026.

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