UBS Group
FSK icon

UBS Group’s FS KKR Capital FSK Stock Holding History

UBS Group’s Portfolio FSK Stock Details FSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-47,700
Closed -$835K – 9843
2022
Q4 		$835K Sell
47,700
-20,000
-30% -$372K ﹤0.01% 4241
2022
Q3 		$1.15M Sell
67,700
-295,000
-81% -$6.15M ﹤0.01% 3640
2022
Q2 		$7.04M Buy
+362,700
New +$7.69M ﹤0.01% 2083

Other funds holding FSK

OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
CWA
Cura Wealth Advisors Chicago, Illinois $223M AUM 1.48% 1-Year Est. Return

UBS Group's FSK Position: Q1 2026 in Review

UBS Group increased its FS KKR Capital (FSK) stake by 52% in Q1 2026, buying an estimated $24.9M and bringing the position to 5,792,764 shares worth $59M. The position accounts for 0.01% of the portfolio, ranked #1482.

UBS Group first reported a position in FSK in Q4 2014 and has held it in 46 quarters since. The position peaked at $61.1M in Q2 2025. 476 funds tracked by Wall St. Rank hold FSK as of Q1 2026.

  • UBS Group held 5,792,764 shares of FS KKR Capital worth $59M as of Q1 2026.
  • UBS Group bought 1,986,688 FS KKR Capital shares in Q1 2026, an estimated $24.9M.
  • FS KKR Capital made up 0.01% of UBS Group's portfolio in Q1 2026, its #1482 holding.
  • UBS Group first reported a position in FS KKR Capital in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's FS KKR Capital position peaked at $61.1M in Q2 2025.
  • 476 funds tracked by Wall St. Rank held FS KKR Capital as of Q1 2026.

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