Position in BHF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$265,919,437
+$42,299,015 QoQ
Shares Held
4,200,939
+12.5% QoQ
Ownership
7.30%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2
of 468 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BHF Over Time
Shares Held
Position Value (USD)
Derivatives in BHF
reported options exposure · as of Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$1,158,560
PutShares
32,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Life
Financial Services · as of Jun 30, 2026UBS Group AG holds $1,299,180,162 across 18 Insurance - Life names. BHF ranks #1 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHF |
Brighthouse Financial, Inc.
This page
|
4,200,939 | $265,919,437 | |
| 2 | MET |
Metlife Inc
|
2,440,347 | $206,477,755 | |
| 3 | PRU |
Prudential Financial Inc
|
1,860,121 | $200,762,857 | |
| 4 | AFL |
Aflac Inc
|
1,528,766 | $179,247,812 | |
| 5 | MFC |
Manulife Financial Corp
|
3,840,935 | $155,596,273 | |
| 6 | UNM |
Unum Group
|
1,109,567 | $99,195,289 | |
| 7 | GL |
Globe Life Inc.
|
356,369 | $63,676,012 | |
| 8 | LNC |
Lincoln National Corp
|
1,191,689 | $42,126,204 |
All Filings in BHF
Export CSV
30 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,919,437 | 4,200,939 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $223,620,422 | 3,734,476 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $164,543,597 | 2,539,645 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $181,176,794 | 3,413,278 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $92,657,216 | 1,723,214 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $118,665,051 | 2,046,302 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $68,294,287 | 1,421,613 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $46,422,011 | 1,030,913 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $44,133,901 | 1,018,318 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $52,343,558 | 1,015,591 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $56,200,245 | 1,061,985 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $49,725,339 | 1,016,047 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $49,201,195 | 1,039,096 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $39,785,806 | 901,968 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $45,442,855 | 886,344 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $36,883,248 | 849,453 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $37,361,383 | 910,809 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $34,003,489 | 658,217 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $32,919,779 | 635,517 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $14,311,449 | 316,415 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,083,427 | 155,543 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $19,446,945 | 439,479 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,158,560 | 32,000 | Put | Defined | 2021-02-11 | |
| 2020-12-31 | $106,721,658 | 2,947,705 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $861,120 | 32,000 | Put | Defined | 2020-11-12 | |
| 2020-09-30 | $82,967,269 | 3,083,139 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,658,072 | 59,600 | Put | Defined | 2020-07-31 | |
| 2020-06-30 | $90,771,846 | 3,262,827 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $913,626 | 37,800 | Call | Defined | 2020-05-01 | |
| 2020-03-31 | $88,361,337 | 3,655,827 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||