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 | $17M | Buy |
184,220
+76,600
| +71% | +$8.07M | ﹤0.01% | 2777 |
|
|
2025
Q4 | $13.7M | Buy |
107,620
+20,000
| +23% | +$2.49M | ﹤0.01% | 2965 |
|
|
2025
Q3 | $11.4M | Buy |
87,620
+7,620
| +10% | +$1.08M | ﹤0.01% | 3154 |
|
|
2025
Q2 | $10.6M | Buy |
80,000
+14,970
| +23% | +$1.75M | ﹤0.01% | 3025 |
|
|
2025
Q1 | $7.52M | Buy |
65,030
+32,440
| +100% | +$4.46M | ﹤0.01% | 3357 |
|
|
2024
Q4 | $4.82M | Sell |
32,590
-117,440
| -78% | -$17.2M | ﹤0.01% | 3891 |
|
|
2024
Q3 | $19.6M | Buy |
150,030
+7,440
| +5% | +$880K | ﹤0.01% | 1848 |
|
|
2024
Q2 | $15M | Buy |
142,590
+127,530
| +847% | +$13M | ﹤0.01% | 1907 |
|
|
2024
Q1 | $1.51M | Sell |
15,060
-84,940
| -85% | -$7.81M | ﹤0.01% | 4223 |
|
|
2023
Q4 | $8.29M | Sell |
100,000
-1,100,000
| -92% | -$74.5M | ﹤0.01% | 2269 |
|
|
2023
Q3 | $73.9M | Buy |
1,200,000
+167,100
| +16% | +$10.1M | 0.03% | 623 |
|
|
2023
Q2 | $57.8M | Buy |
1,032,900
+532,900
| +107% | +$27.9M | 0.02% | 750 |
|
|
2023
Q1 | $26.3M | Buy |
+500,000
| New | +$26.8M | 0.01% | 1185 |
|
|
2020
Q1 | – | Sell |
-246,300
| Closed | -$7.18M | – | 8180 |
|
|
2019
Q4 | $7.18M | Buy |
+246,300
| New | +$7.02M | ﹤0.01% | 2244 |
|
|
2019
Q1 | – | Sell |
-87,600
| Closed | -$1.72M | – | 7938 |
|
|
2018
Q4 | $1.72M | Buy |
87,600
+80,200
| +1,084% | +$1.83M | ﹤0.01% | 3178 |
|
|
2018
Q3 | $202K | Hold |
7,400
| – | – | ﹤0.01% | 5049 |
|
|
2018
Q2 | $184K | Hold |
7,400
| – | – | ﹤0.01% | 5013 |
|
|
2018
Q1 | $150K | Sell |
7,400
-28,700
| -80% | -$638K | ﹤0.01% | 4968 |
|
|
2017
Q4 | $760K | Sell |
36,100
-85,700
| -70% | -$1.72M | ﹤0.01% | 3993 |
|
|
2017
Q3 | $2.48M | Sell |
121,800
-42,000
| -26% | -$797K | ﹤0.01% | 2932 |
|
|
2017
Q2 | $3.05M | Buy |
+163,800
| New | +$3M | ﹤0.01% | 2604 |
|
|
2017
Q1 | – | Sell |
-61,000
| Closed | -$939K | – | 7799 |
|
|
2016
Q4 | $939K | Buy |
+61,000
| New | +$920K | ﹤0.01% | 3596 |
|
|
2016
Q1 | – | Sell |
-2,100
| Closed | -$33K | – | 7913 |
|
|
2015
Q4 | $33K | Hold |
2,100
| – | – | ﹤0.01% | 6236 |
|
|
2015
Q3 | $35K | Sell |
2,100
-24,500
| -92% | -$521K | ﹤0.01% | 6146 |
|
|
2015
Q2 | $608K | Sell |
26,600
-54,400
| -67% | -$1.25M | ﹤0.01% | 3952 |
|
|
2015
Q1 | $1.85M | Buy |
81,000
+49,200
| +155% | +$1.16M | ﹤0.01% | 3002 |
|
|
2014
Q4 | $738K | Buy |
+31,800
| New | +$697K | ﹤0.01% | 3827 |
|
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.