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
Q2 		$908K Buy
3,967
+623
+19% +$114K ﹤0.01% 5819
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 $116B AUM 61.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $164B AUM 112.45% 1-Year Est. Return
ICA
Infrastructure Capital Advisors New York $1.71B AUM 14.82% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SIM
SSI Investment Management Los Angeles, California $1.72B AUM 7.09% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

UBS Group's BTSGU Position: Q2 2026 in Review

UBS Group increased its BrightSpring Health Services Unit (BTSGU) stake by 19% in Q2 2026, buying an estimated $114K and bringing the position to 3,967 shares worth $908K. The position accounts for ﹤0.01% of the portfolio, ranked #5819.

UBS Group first reported a position in BTSGU in Q2 2024 and has held it in 6 quarters since. 28 funds tracked by Wall St. Rank hold BTSGU as of Q2 2026.

  • UBS Group held 3,967 shares of BrightSpring Health Services Unit worth $908K as of Q2 2026.
  • UBS Group bought 623 BrightSpring Health Services Unit shares in Q2 2026, an estimated $114K.
  • BrightSpring Health Services Unit made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5819 holding.
  • UBS Group first reported a position in BrightSpring Health Services Unit in Q2 2024 and has held it in 6 quarters since.
  • 28 funds tracked by Wall St. Rank held BrightSpring Health Services Unit as of Q2 2026.

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