Ohio Public Employees Retirement System (OPERS)’s UBS Group UBS Stock Holding History

Ohio Public Employees Retirement System (OPERS)’s Portfolio UBS Stock Details UBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$119M	Buy	2,398,700 +6,332	+0.3%	+$288K	0.35%	46
2026 Q1	$92M	Sell	2,392,368 -68,047	-3%	-$2.91M	0.3%	56
2025 Q4	$115M	Sell	2,460,415 -13,813	-0.6%	-$558K	0.36%	39
2025 Q3	$101M	Buy	2,474,228 +181,593	+8%	+$7.05M	0.32%	46
2025 Q2	$77.3M	Sell	2,292,635 -364,273	-14%	-$11.3M	0.26%	64
2025 Q1	$80.8M	Buy	2,656,908 +740,755	+39%	+$24.7M	0.29%	54
2024 Q4	$58.5M	Sell	1,916,153 -331,077	-15%	-$10.5M	0.2%	86
2024 Q3	$69.4M	Buy	+2,247,230	New	+$67.5M	0.3%	65

Other funds holding UBS

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Norges Bank Oslo, Norway $1T AUM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Ohio Public Employees Retirement System (OPERS)'s UBS Position: Q2 2026 in Review

Ohio Public Employees Retirement System (OPERS) increased its UBS Group (UBS) stake by 0.26% in Q2 2026, buying an estimated $288K and bringing the position to 2,398,700 shares worth $119M. The position accounts for 0.35% of the portfolio, ranked #46.

Ohio Public Employees Retirement System (OPERS) first reported a position in UBS in Q3 2024 and has held it in 8 quarters since. 767 funds tracked by Wall St. Rank hold UBS as of Q2 2026.

Ohio Public Employees Retirement System (OPERS) held 2,398,700 shares of UBS Group worth $119M as of Q2 2026.
Ohio Public Employees Retirement System (OPERS) bought 6,332 UBS Group shares in Q2 2026, an estimated $288K.
UBS Group made up 0.35% of Ohio Public Employees Retirement System (OPERS)'s portfolio in Q2 2026, its #46 holding.
Ohio Public Employees Retirement System (OPERS) first reported a position in UBS Group in Q3 2024 and has held it in 8 quarters since.
767 funds tracked by Wall St. Rank held UBS Group as of Q2 2026.

Based on Ohio Public Employees Retirement System (OPERS)'s 13F filing for Q2 2026, filed 17 Aug 2026.