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 | $7.81M | Sell |
84,400
-520,443
| -86% | -$54.9M | ﹤0.01% | 3621 |
|
|
2025
Q4 | $77.1M | Buy |
604,843
+461,143
| +321% | +$57.4M | 0.01% | 1231 |
|
|
2025
Q3 | $18.7M | Sell |
143,700
-41,300
| -22% | -$5.86M | ﹤0.01% | 2640 |
|
|
2025
Q2 | $24.6M | Buy |
185,000
+90,000
| +95% | +$10.5M | ﹤0.01% | 2161 |
|
|
2025
Q1 | $11M | Sell |
95,000
-249,700
| -72% | -$34.4M | ﹤0.01% | 2936 |
|
|
2024
Q4 | $51M | Buy |
+344,700
| New | +$50.6M | 0.01% | 1446 |
|
|
2024
Q1 | – | Sell |
-88,800
| Closed | -$7.36M | – | 9701 |
|
|
2023
Q4 | $7.36M | Buy |
+88,800
| New | +$6.01M | ﹤0.01% | 2361 |
|
|
2022
Q4 | – | Sell |
-100,000
| Closed | -$4.3M | – | 10946 |
|
|
2022
Q3 | $4.3M | Hold |
100,000
| – | – | ﹤0.01% | 2493 |
|
|
2022
Q2 | $4.63M | Sell |
100,000
-9,900
| -9% | -$519K | ﹤0.01% | 2443 |
|
|
2022
Q1 | $6.43M | Buy |
+109,900
| New | +$6.92M | ﹤0.01% | 2301 |
|
|
2021
Q1 | – | Sell |
-108,700
| Closed | -$4.4M | – | 9254 |
|
|
2020
Q4 | $4.4M | Hold |
108,700
| – | – | ﹤0.01% | 2589 |
|
|
2020
Q3 | $3.73M | Hold |
108,700
| – | – | ﹤0.01% | 2473 |
|
|
2020
Q2 | $3.36M | Sell |
108,700
-195,300
| -64% | -$5.25M | ﹤0.01% | 2398 |
|
|
2020
Q1 | $7.13M | Hold |
304,000
| – | – | ﹤0.01% | 1639 |
|
|
2019
Q4 | $8.87M | Hold |
304,000
| – | – | ﹤0.01% | 2066 |
|
|
2019
Q3 | $8.16M | Buy |
+304,000
| New | +$8.02M | ﹤0.01% | 1934 |
|
|
2019
Q1 | – | Sell |
-157,400
| Closed | -$3.09M | – | 7939 |
|
|
2018
Q4 | $3.09M | Hold |
157,400
| – | – | ﹤0.01% | 2609 |
|
|
2018
Q3 | $4.29M | Hold |
157,400
| – | – | ﹤0.01% | 2489 |
|
|
2018
Q2 | $3.91M | Sell |
157,400
-15,000
| -9% | -$333K | ﹤0.01% | 2556 |
|
|
2018
Q1 | $3.5M | Buy |
172,400
+22,400
| +15% | +$498K | ﹤0.01% | 2634 |
|
|
2017
Q4 | $3.16M | Hold |
150,000
| – | – | ﹤0.01% | 2791 |
|
|
2017
Q3 | $3.05M | Hold |
150,000
| – | – | ﹤0.01% | 2695 |
|
|
2017
Q2 | $2.79M | Buy |
+150,000
| New | +$2.75M | ﹤0.01% | 2698 |
|
|
2016
Q1 | – | Sell |
-400
| Closed | -$6K | – | 7914 |
|
|
2015
Q4 | $6K | Hold |
400
| – | – | ﹤0.01% | 7607 |
|
|
2015
Q3 | $7K | Sell |
400
-27,100
| -99% | -$576K | ﹤0.01% | 7504 |
|
|
2015
Q2 | $628K | Sell |
27,500
-56,700
| -67% | -$1.3M | ﹤0.01% | 3926 |
|
|
2015
Q1 | $1.92M | Buy |
84,200
+35,800
| +74% | +$845K | ﹤0.01% | 2966 |
|
|
2014
Q4 | $1.12M | Buy |
+48,400
| New | +$1.06M | ﹤0.01% | 3480 |
|
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.