UBS Group’s Franklin BSP Realty Trust FBRT Stock Holding History

UBS Group’s Portfolio FBRT Stock Details FBRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.25M	Buy	+500,000	New	+$4.76M	﹤0.01%	4238

Other funds holding FBRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group's FBRT Position: Q1 2026 in Review

UBS Group increased its Franklin BSP Realty Trust (FBRT) stake by 38% in Q1 2026, buying an estimated $3.13M and bringing the position to 1,203,680 shares worth $10.2M. The position accounts for ﹤0.01% of the portfolio, ranked #3324.

UBS Group first reported a position in FBRT in Q4 2021 and has held it in 18 quarters since. 211 funds tracked by Wall St. Rank hold FBRT as of Q1 2026.

UBS Group held 1,203,680 shares of Franklin BSP Realty Trust worth $10.2M as of Q1 2026.
UBS Group bought 329,155 Franklin BSP Realty Trust shares in Q1 2026, an estimated $3.13M.
Franklin BSP Realty Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #3324 holding.
UBS Group first reported a position in Franklin BSP Realty Trust in Q4 2021 and has held it in 18 quarters since.
211 funds tracked by Wall St. Rank held Franklin BSP Realty Trust as of Q1 2026.

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