UBS Group’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $312M | Buy |
3,369,468
+1,664,749
| +98% | +$175M | 0.05% | 411 |
|
|
2025
Q4 | $217M | Sell |
1,704,719
-442,752
| -21% | -$55.1M | 0.04% | 539 |
|
|
2025
Q3 | $279M | Sell |
2,147,471
-103,921
| -5% | -$14.8M | 0.04% | 423 |
|
|
2025
Q2 | $300M | Sell |
2,251,392
-89,621
| -4% | -$10.5M | 0.05% | 370 |
|
|
2025
Q1 | $271M | Buy |
2,341,013
+390,862
| +20% | +$53.8M | 0.05% | 388 |
|
|
2024
Q4 | $288M | Buy |
1,950,151
+400,858
| +26% | +$58.8M | 0.05% | 346 |
|
|
2024
Q3 | $202M | Buy |
1,549,293
+156,489
| +11% | +$18.5M | 0.04% | 408 |
|
|
2024
Q2 | $147M | Buy |
1,392,804
+579,202
| +71% | +$59M | 0.04% | 465 |
|
|
2024
Q1 | $81.8M | Sell |
813,602
-180,719
| -18% | -$16.6M | 0.02% | 753 |
|
|
2023
Q4 | $82.4M | Buy |
994,321
+497,970
| +100% | +$33.7M | 0.02% | 679 |
|
|
2023
Q3 | $30.6M | Sell |
496,351
-33,617
| -6% | -$2.04M | 0.01% | 1164 |
|
|
2023
Q2 | $29.7M | Sell |
529,968
-6,951
| -1% | -$364K | 0.01% | 1162 |
|
|
2023
Q1 | $28.2M | Sell |
536,919
-181,153
| -25% | -$9.72M | 0.01% | 1143 |
|
|
2022
Q4 | $33.3M | Buy |
718,072
+75,898
| +12% | +$3.7M | 0.01% | 1059 |
|
|
2022
Q3 | $27.6M | Buy |
642,174
+14,554
| +2% | +$735K | 0.01% | 1063 |
|
|
2022
Q2 | $29.1M | Sell |
627,620
-46,563
| -7% | -$2.44M | 0.01% | 1080 |
|
|
2022
Q1 | $39.4M | Sell |
674,183
-30,711
| -4% | -$1.93M | 0.01% | 983 |
|
|
2021
Q4 | $52.5M | Sell |
704,894
-267,508
| -28% | -$19.7M | 0.02% | 929 |
|
|
2021
Q3 | $59.2M | Sell |
972,402
-101,671
| -9% | -$6.38M | 0.02% | 781 |
|
|
2021
Q2 | $63.6M | Buy |
1,074,073
+146,083
| +16% | +$8.11M | 0.02% | 717 |
|
|
2021
Q1 | $45.3M | Sell |
927,990
-127,920
| -12% | -$5.72M | 0.02% | 893 |
|
|
2020
Q4 | $42.8M | Sell |
1,055,910
-9,306
| -0.9% | -$352K | 0.01% | 869 |
|
|
2020
Q3 | $36.6M | Buy |
1,065,216
+318,557
| +43% | +$11.1M | 0.01% | 817 |
|
|
2020
Q2 | $23.1M | Buy |
746,659
+30,608
| +4% | +$822K | 0.01% | 1009 |
|
|
2020
Q1 | $16.8M | Sell |
716,051
-67,367
| -9% | -$1.93M | 0.01% | 1070 |
|
|
2019
Q4 | $22.9M | Sell |
783,418
-162,546
| -17% | -$4.63M | 0.01% | 1284 |
|
|
2019
Q3 | $25.4M | Sell |
945,964
-14,522
| -2% | -$383K | 0.01% | 1079 |
|
|
2019
Q2 | $24.3M | Buy |
960,486
+135,018
| +16% | +$3.23M | 0.01% | 1081 |
|
|
2019
Q1 | $19.4M | Sell |
825,468
-303,227
| -27% | -$6.9M | 0.01% | 1165 |
|
|
2018
Q4 | $22.2M | Sell |
1,128,695
-599,998
| -35% | -$13.7M | 0.01% | 1015 |
|
|
2018
Q3 | $47.1M | Sell |
1,728,693
-3,796,122
| -69% | -$101M | 0.02% | 706 |
|
|
2018
Q2 | $137M | Sell |
5,524,815
-5,594,030
| -50% | -$124M | 0.06% | 308 |
|
|
2018
Q1 | $226M | Buy |
11,118,845
+606,529
| +6% | +$13.5M | 0.1% | 223 |
|
|
2017
Q4 | $221M | Buy |
10,512,316
+4,303,088
| +69% | +$86.4M | 0.09% | 236 |
|
|
2017
Q3 | $126M | Buy |
6,209,228
+1,671,950
| +37% | +$31.7M | 0.06% | 321 |
|
|
2017
Q2 | $84.4M | Sell |
4,537,278
-76,339
| -2% | -$1.4M | 0.04% | 393 |
|
|
2017
Q1 | $84.1M | Sell |
4,613,617
-514,766
| -10% | -$9.15M | 0.05% | 388 |
|
|
2016
Q4 | $78.9M | Sell |
5,128,383
-756,664
| -13% | -$11.4M | 0.04% | 398 |
|
|
2016
Q3 | $83.9M | Buy |
5,885,047
+1,241,211
| +27% | +$17.6M | 0.05% | 367 |
|
|
2016
Q2 | $57.3M | Sell |
4,643,836
-360,399
| -7% | -$4.82M | 0.04% | 447 |
|
|
2016
Q1 | $73.5M | Buy |
5,004,235
+224,263
| +5% | +$3.05M | 0.05% | 352 |
|
|
2015
Q4 | $74.5M | Buy |
4,779,972
+2,467,076
| +107% | +$42.2M | 0.05% | 382 |
|
|
2015
Q3 | $38.8M | Sell |
2,312,896
-626,347
| -21% | -$13.3M | 0.03% | 559 |
|
|
2015
Q2 | $67.2M | Sell |
2,939,243
-212,648
| -7% | -$4.89M | 0.04% | 422 |
|
|
2015
Q1 | $71.9M | Buy |
3,151,891
+54,420
| +2% | +$1.28M | 0.05% | 399 |
|
|
2014
Q4 | $71.9M | Buy |
+3,097,471
| New | +$67.9M | 0.05% | 392 |
|
Other funds holding KKR
VCM
UBS Group's KKR Position: Q1 2026 in Review
UBS Group increased its KKR & Co (KKR) stake by 98% in Q1 2026, buying an estimated $175M and bringing the position to 3,369,468 shares worth $312M. The position accounts for 0.05% of the portfolio, ranked #411.
UBS Group first reported a position in KKR in Q4 2014 and has held it in 46 quarters since. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.
- UBS Group held 3,369,468 shares of KKR & Co worth $312M as of Q1 2026.
- UBS Group bought 1,664,749 KKR & Co shares in Q1 2026, an estimated $175M.
- KKR & Co made up 0.05% of UBS Group's portfolio in Q1 2026, its #411 holding.
- UBS Group first reported a position in KKR & Co in Q4 2014 and has held it in 46 quarters since.
- 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.